OSAM-Formations
Consultation

Practical preparation training For the examination

Certified Real Estate Fiduciary

For exam success
the Federal Diploma in Property Management

Duration

 16 months of training: hybrid, online and face-to-face

Start

Choose between our February, May or September start dates.

Approach

High-level active trainers and personalised teaching.

Schooling

CHF 12,900. Reimbursed to 50% by the confederation*.

Context and issues

The Swiss property sector is undergoing a period of profound transformation: the energy transition, increased demands for sustainability, the digitalisation of lettings management, and changing expectations amongst tenants and investors. The challenges are considerable, and professionals capable of leading a property company with vision and rigour are in greater demand than ever before.

A property manager holds a strategic position at the crossroads of the legal, financial, commercial and people-related spheres. As the driving force behind the property firm, he or she manages their organisation – or a department within a larger structure – from an operational, financial and strategic perspective, whilst advising a demanding clientele: investors, property owners, local authorities and co-owners. As both a leader and a manager, they unite their teams, develop their professional network and draw on the expertise of leading specialists to carry out each assignment with competence, integrity and a strong sense of responsibility.

What people say about us

Programme

Module 1: Business Management

- Human resources management: recruitment, selection, job interviews, work organisation, theories of motivation (Maslow, Herzberg, Porter/Lawler, Adams), remuneration, career development, dismissal
- Financial management: financial accounting and the provisions of the Swiss Code of Obligations, the preparation and interpretation of annual accounts, risk management, the selection of IT tools, corporate finance, ratio analysis
- Legal affairs: corporate taxation, employment law (Labour Code, Labour Act, Collective Labour Agreements), employment contracts, VAT (quarterly returns, input tax deduction), social insurance (Accident Insurance Act, Occupational Pension Act, business liability insurance), contracts for services and agency agreements
- Corporate marketing: vision and business model, corporate governance/identity, principles of the marketing mix, customer acquisition methods, conducting customer interviews

Module 2: Property Management

- Insurance: buildings insurance, contents insurance, loss of rental income, personal liability and buildings liability insurance, analysis of insurance policies, claims management
- Tenancy agreements, tenancy law: obligations of the landlord and tenant, the concept of default, subletting, rent guarantees, terminations (ordinary, extraordinary, after the notice period), challenges to excessive rent, calculation and adjustment of rents (index-linked/staggered rents, Articles 269, 269a and 269d of the Swiss Code of Obligations (CO), OBLF), reservations regarding future rent increases, debt enforcement and retention procedures (Article 257d CO, LP)

Module 3: Property Marketing

- Property marketing: analysis of the Swiss market, market segmentation, market research (desk/field research), positioning of a property
- Marketing concept: communication strategy, pricing policy, advertising and marketing budget, tactics for simple and complex projects
- Marketing activities: coordination of initiatives (trade fairs, website, adverts, visits), budget monitoring, presentation and public speaking skills
- Sale of properties: sales process, pricing, financing, guarantees, charges, credit checks, sales contract, land registry, PPE

Module 4: Property Valuation

- Preliminary calculations (volume, surface areas, restoration, yield)
- Valuation methods: income-based valuation (net present value, DCF), intrinsic (substantive) value, hedonic methods - Comparison and analysis of alternatives, sustainability indicators
- Ratios (yields, price per square metre, transfers), tax and insurance values versus market values
- Arbitration and court-ordered valuations; national and international valuation standards

Module 5: Property Management

- Legal advice to clients: construction projects, transfers of ownership, construction and planning law, CO/SIA 118 guarantees, compulsory purchase, rural land law, Lex Koller, the Swiss Civil Code (real rights, condominium ownership, inheritance law, building rights), CO, VAT Act (Articles 21, 22, 28–33, 71), Debt Enforcement and Bankruptcy Act (seizure, retention)
- Portfolio management: portfolio strategy, risk-return profile, recommendations (hold/buy/sell/restructure), active management, internal and external mandates
- Financial advice for clients: financing options (mortgages, loans, guarantees, energy/co-operative grants, equity)

Module 6: Revision and exam practice

- Written and oral mock exams
- Personalised correction and feedback
- Consolidating weak points

  • SKILLS ACQUIRED

  • Running a property company
  • Managing and developing a team
  • Mastering financial and accounting management
  • Applying tenancy law with expertise
  • Designing and implementing a marketing strategy
  • Carrying out and interpreting property valuations
  • Advising clients on property law matters
  • Managing a property portfolio strategically
  • Property Financing Adviser
  • Demonstrate leadership and professional integrity

Let's discuss your training project!

Ludivine Fagot – Training Manager

«The Swiss property market demands rigour, precision and an excellent understanding of the local environment. This course has been designed to impart practical skills that are directly applicable to the realities on the ground in Switzerland.»
Simon Pawolleck
Simon PawolleckChief Executive Officer
Frédéric Schmalz manages the Real Estate programme with a thorough understanding of the realities of the sector and the skills required in the field. His leadership brings a strong structured and operational dimension to the programme, helping to build solid and sustainable skills.
Frédéric Schmalz
Frédéric SchmalzProgramme Director - Real Estate

Our partners

They train with us

OSAM Customers - Companies

FAQ

1. A basic title
Federal Certificate in Real Estate Management, a federal diploma, or a higher education qualification (Bachelor’s or Master’s degree).

2. 3 years’ professional experience
Gained after obtaining the qualification, including at least 2 years in Switzerland. The practice rate is calculated on a pro rata basis if it is less than 100%.

3. Other conditions

  • Criminal record extract (issued within the last 6 months)
  • Payment of the examination fee by the deadline
  • Submission of the dissertation by the deadline

This course is aimed at experienced estate agents wishing to take on management roles:

  • Holders of a Federal Certificate in Property Management (property management, estate agency, valuation, development) or a federal or university qualification, with at least 3 years’ professional experience
  • Future leaders wishing to run a small or medium-sized property company or a department within a large organisation
  • Professionals seeking greater responsibility : business management, strategic client advisory services (legal, financial), portfolio management and team leadership

The ideal candidate: a person of integrity, solution-oriented, comfortable managing staff and able to adapt their approach depending on who they are dealing with (construction site staff, investors, authorities).

Higher Examination for Property Managers 2027

Dates

  • Written examinations: 24 to 26 August 2027
  • Oral examinations: 31 August to 2 September 2027

Venue
Modern Times Hotel, St-Légier-La Chiésaz

Examination fee
CHF 3,200.

Registration
Registration opens from 9 November 2026 to 18 January 2027.

Keep up to date with the latest news on the official website of the SFPKIW / CEPSEI: https://www.sfpkiw.ch/francais/examens/administration-de-biens-immobiliers/

This course can be fully customised (content, format, language). Contact us for a free quote.

Structure
The examination comprises eight modules, divided between written and oral components, with a total duration of 17.75 hours: business management, property management, property sales, property valuation, property administration, and the dissertation.

Programme

  • The written tests assess professional skills through practical case studies drawn from real-world situations
  • The oral tests focus first on social and methodological skills, and then on professional skills, in the form of an interview with experts based on a practical case study
  • The dissertation is organised in advance: the topic is confirmed 16 weeks before the examination, and the assignment must be submitted 8 weeks before the start of the examinations. The oral examination (45 mins) consists of a presentation (15 mins) and an interview with the examiners (30 mins)

Monitoring and evaluation

  • A qualified invigilator supervises each written exam
  • Each written paper is marked by at least two examiners, who agree on the mark
  • Each oral examination is marked by at least two examiners on the basis of a marking scheme set by the examination board

Grading
Grades range from 1 to 6 (half-grades are permitted). The exam is passed if:

  • the overall mark is ≥ 4.0
  • No more than two papers may have a mark lower than 4.0
  • No exam has a mark lower than 3.0

Exemption
Holders of a federal certificate in property management may be exempted from the Property Management, Property Marketing and Property Valuation examinations (depending on the certificate held).

For more information, contact us!

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