Salary by experience
View as table
| Experience | Salary (CHF) |
|---|---|
| 0-2 yrs | CHF 75'400 |
| 3-5 yrs | CHF 68'040 |
| 6-8 yrs | CHF 100'000 |
| 21+ yrs | CHF 110'000 |
Top HR
Swiss professionsBusiness, Administration & Tourism
KMU-Finanzexperte/-expertin HFP
Advising SMEs on finances, strategy and succession
01 · Overview
What this profession is about
You advise small and medium-sized enterprises on finances, taxes and legal matters. You also handle strategic succession planning.
KMU-Finanzexperte/-expertin HFP professionals guide businesses through critical phases. You analyse detailed key figures. You optimise financing structures and develop sustainable strategies. You advise owners on taxes, law and succession planning. Your work combines business know-how with strategic planning. This secures long-term success and financial stability.
FieldBusiness, Administration & Tourism
Education pathContinuing Education Profession
IndustryBanking & Insurance
Swissdoc 0.615.21.0
02 · Salary
What you can earn
✓ Strong salary match
Salaries reflect Swiss market data. Range covers entry to senior. Salary reference based on Media Expert. Based on 14 observations, updated 7 months ago.
Salary trend
-31% over decadeView as table
| Period | Salary (CHF) |
|---|---|
| 2014-2016 | CHF 98'500 |
| 2017-2019 | CHF 103'525 |
| 2023-2025 | CHF 68'040 |
03 · Pathway
How to enter and grow
- 🎓 KMU-Finanzexperte/-expertin mit eidg. Diplom
- ⏱ 16 Monate, berufsbegleitend
Official education path
The advanced training lasts sixteen months. It is part-time to help you expand your expertise.
Typical training path
KMU-Finanzexperte/-expertin mit eidg. Diplom
Curriculum
- Ganzheitliches
- Management, Nachfolge- und Werteentwicklungsprozess, Veränderungsmanagement
- Projektmanagement
- Management von Humankapital
- Verhandlung und Konfliktlösung
- Finanzierung von KMU Risk
- Management
- Recht
- Steuern
- Unternehmenstransaktionen
- Private
- Finanzplanung
- Integrierte KMU-Finanzberatung
Prerequisites
- eidg. Fachausweis (BP) als Finanzplaner/in or an equivalent qualification
- At least 4 years of professional experience in the financial services sector
- Proof of module completions
Requirements
- Analytical skills
- Strong sense of responsibility
- Ability to develop, execute and review projects
- Good knowledge of business administration, finance and accounting
- Organisational skills
- Communication skills
- 1Ganzheitliches
- 2Management, Nachfolge- und Werteentwicklungsprozess, Veränderungsmanagement
- 3Projektmanagement
- 4Management von Humankapital
- 5Verhandlung und Konfliktlösung
- 6Finanzierung von KMU Risk
- 7Management
- 8Recht
- 9Steuern
- 10Unternehmenstransaktionen
- 11Private
- 12Finanzplanung
- 13Integrierte KMU-Finanzberatung
Where this can lead
Career changers can qualify through related advanced training courses or related degree programmes in business economics.
04 · Skills & fit
What it takes
Required skills
- Analytical thinking
- Sense of responsibility
- Strong communication skills
- Project management
Personality fit
- Swiss career path
- Career transition
- Professional growth
05 · Daily reality
What the work feels like
Typical day
You sit at your desk and review the latest financial reports of an SME. You then call the management team to discuss the next steps for optimising liquidity.
- You analyse the company's financial key figures and liquidity.
- You develop new corporate strategies together with the management team.
- You optimise existing management processes to improve efficiency.
- You prepare financing plans for equity and debt capital.
- You advise owners on tax-related questions.
- You review legal frameworks for business sales and mergers.
- You arrange private pension provisions during a business sale.
- You accompany the entire succession process from planning to implementation.
Working conditions
You work primarily in an office. However, you are often on the road to advise different businesses. Your network includes banks, auditors, lawyers and insurance representatives.
Where to learn
- IAF Interessengemeinschaft Ausbildung im Finanzbereich Bernerstr.Süd 169, 8048 Zürich
Strengths
- Analytical thinking
- Sense of responsibility
- Strong communication skills
- Project management
Trade-offs
- High responsibility
- Travel demands
- Complex cases
- Stressful periods
06 · Similar
