Fachschule für Personalvorsorge

What Fachschule für Personalvorsorge does

Fachschule für Personalvorsorge AG, founded in 1987 and headquartered in Gümligen, Switzerland, is a private vocational education institution that delivers federally accredited training programs for occupational pension fund professionals in German-speaking Switzerland. The school is the sole SBFI-recognized provider in the region conducting the eidgenössische Prüfungen for both the diploma (dipl. Pensionskassenleiter/-in) and specialist certification (Fachmann/-frau für Personalvorsorge). It also operates a three-tier continuing education track for foundation council members (Stiftungsrätinnen und Stiftungsräte), plus specialized Fachkurse and Seminare. Through end of 2024, 421 graduates had earned the federal diploma and 1,189 had earned the federal specialist certificate (912 in German-speaking and 277 in French-speaking Switzerland).

The company's product portfolio is delivered as part-time (berufsbegleitend) classroom-based training at in-person venues including Hotel Arte and KV Olten, with programs spanning 29 to 50 course days over 1.5–2 years. Pricing is per-program: diploma program at Fr. 14,500 plus a Fr. 5,000 federal examination fee; specialist program at Fr. 12,400 plus a Fr. 3,000 examination fee; and Stiftungsrat training at CHF 750–2,300 per level with ASIP-member discounts. Federal subsidies (Bundesbeiträge) are available to reduce student cost. Technology is limited to a TYPO3 CMS website with online registration, Google Maps integration for venue display, and Google reCaptcha for form protection. No mobile app, no AI capabilities, and no proprietary software product exist; the underlying asset is the curriculum, the SBFI examination mandate, and the instructor network.

Revenue is generated primarily through course, examination, and seminar fees, supplemented by federal vocational training subsidies. Go-to-market relies on direct online enrollment via the school's website, referral distribution through a core partnership with ASIP (Schweizerischer Pensionskassenverband) for foundation council member training, and partnership with ESPP.ch for French-speaking Switzerland coverage. Customer segments are horizontal — pension fund managers, occupational pension specialists, foundation council members, and pension committee members — all served through the same federal qualification framework. FY2025 operating profit was approximately CHF 155,000 with a CHF 18 per share dividend approved for 2026.

Name

Fachschule für Personalvorsorge

Legal name

Fachschule für Personalvorsorge AG

Website

https://fs-personalvorsorge.ch

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Fachschule für Personalvorsorge AG, founded 1987 in Switzerland, is the only SBFI-accredited training institution in German-speaking Switzerland delivering federally recognized diploma and specialist certification programs for occupational pension fund professionals, foundation council members, and pension committees.

Ownership category

akta.pro rank

Headquarters

HQ city

Thun

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Course and Training Fees: Primary revenue stream from course fees for diploma programs (Fr. 14'500), specialist programs (Fr. 12'400), continuing education courses (Fr. 750-2'550 per course), and related examination fees (Fr. 3,000-5,000). Programs are paid in installments and subsidized by federal contributions.
2. Federal Subsidies (Bundesbeiträge): Swiss federal government provides cost participation for approved vocational training programs, reducing net cost for students and supporting the school's operations.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Fachschule für Personalvorsorge delivers part-time, in-person vocational training programs for occupational pension professionals in German-speaking Switzerland. Its core products are federally recognized diploma (1.5 years) and specialist (2 years) qualifications, a three-tier foundation council curriculum, and specialized short courses, all leading to SBFI-supervised federal examinations.

Product overview

Die Fachschule für Personalvorsorge ist die einzige Ausbildungsstätte in der deutschsprachigen Schweiz für anerkannte berufsbegleitende Ausbildungen in der beruflichen Vorsorge. Das Produktportfolio umfasst drei Kernausbildungen: (1) die Diplomausbildung zum dipl. Pensionskassenleiter/-in (1,5 Jahre, 29 Kurstage, Abschluss mit eidg. Diplom), (2) die Fachausbildung zum/zur Fachmann/frau für Personalvorsorge mit eidg. Fachausweis (2 Jahre, 45-50 Kurstage), und (3) die dreistufige Ausbildung für Stiftungsräte (Grundwissen, Führungsaufgaben, Tagesseminare). Ergänzt wird das Angebot durch Fachkurse zu einzelnen Themengebieten (Rechtsgrundlagen, Versicherungstechnik, Rechnungswesen, Pensionskassen-Verwaltung) und Seminare zur Leistungen und Koordination. Zusätzlich werden Diplomarbeiten und Publikationen zum Download angeboten.

Differentiator

Problem solved

Functional benefit

Products and services

• Diplomausbildung (dipl. Pensionskassenleiter/-in) [Diploma Program for Pension Fund Manager] [Diplomausbildung (dipl. Pensionskassenleiter/-in)] (Diplomausbildung) Part-time training lasting approximately 1.5 years with 29 course days, covering leadership competence, business management, and investment/economics, concluded with a federal diploma examination. Fee: CHF 14,500 in 3 installments plus CHF 5,000 examination fee. Targeted at experienced professionals seeking to lead pension funds and Vorsorgeeinrichtungen.
• Fachausbildung (Fachmann/-frau für Personalvorsorge mit eidg. Fachausweis) [Specialist Program in Occupational Pensions with Federal Certificate] [Fachausbildung (Fachmann/-frau für Personalvorsorge mit eidg. Fachausweis)] (Fachausbildung) Two-year part-time training program with 45–50 course days, preparing candidates for the federal specialist examination across five subject areas: legal foundations, insurance technology, accounting, capital investments, and pension fund management. Fee: CHF 12,400 in 4 installments plus CHF 3,000 examination fee. Targeted at occupational pension professionals seeking specialist certification.
• Ausbildung für Stiftungsräte und Vorsorgekommissionen (Stufe 1) [Foundation Council and Pension Committee Training Level 1] [Ausbildung für Stiftungsräte und Vorsorgekommissionen (Stufe 1)] (Stufe 1) 2-day basic training for Stiftungsräte (foundation council members), covering foundational knowledge in law, insurance technology, capital investments, and accounting. Awards Credit Points for ASIP members. Fee: CHF 1,400 for ASIP members, CHF 1,500 for non-members. Designed to fulfill the legal education obligation under BVG Art. 51a Abs. 2 lit. I.
• Führungsaufgaben und Verantwortlichkeiten des Stiftungsrats (Stufe 2) [Leadership Responsibilities of the Foundation Council Level 2] [Führungsaufgaben und Verantwortlichkeiten des Stiftungsrats (Stufe 2)] (Stufe 2) 2-day advanced training for Stiftungsräte covering pension security, leadership systems, and decision-making methodology; includes accommodation and meals. Fee: CHF 2,200 for ASIP members, CHF 2,300 for non-members. Targeted at foundation council members advancing to leadership responsibilities.
• Tagesseminar zur Aktualisierung (Stufe 3) [Annual Update Seminar for Foundation Council Members Level 3] [Tagesseminar zur Aktualisierung (Stufe 3)] (Stufe 3) Annual one-day update seminar for Stiftungsräte, covering latest developments in legislation, tax, accounting, and asset management. Fee: CHF 750 for ASIP members, CHF 800 for non-members. Targeted at foundation council members requiring ongoing competency updates.
• Fachkurse (Rechtsgrundlagen, Versicherungstechnik, Rechnungswesen, Pensionskassen-Verwaltung) [Specialized Courses in Legal Foundations, Insurance Technology, Accounting, and Pension Fund Administration] [Fachkurse] (Fachkurse) Specialized short courses covering individual subject areas of occupational pensions: legal foundations (5 days, CHF 2,550), insurance technology (5 days, CHF 2,550), accounting (4 days, CHF 2,050), and pension fund administration (5 days, CHF 2,550). Includes course materials and lunch. Targeted at professionals seeking deep-dive expertise in specific topics.
• Seminare (Leistungen und Koordination in der beruflichen Vorsorge) [Seminar on Benefits and Coordination in Occupational Pensions] [Seminare] (Seminare) 2-day seminar on benefits and coordination in occupational pensions, covering pension cases, vested benefits cases, over-compensation calculation, and coordination between occupational pensions and liability insurance. Fee: CHF 1,500 including electronic course materials, coffee break, and lunch. Targeted at pension committee members and employees working in pension administration.

Quantifiable outcome

• 421 pension fund managers earned federal diplomas by end of 2024
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• ASIP (Schweizerischer Pensionskassenverband)coreStrategic or Co-development Partner · 7 November 2025ASIP, the Swiss Pension Fund Association, has partnered with the school to include its training programs in the ASIP annual education catalog. The school provides the foundation council member training program (Stufe 1) as part of ASIP's official continuing education offerings for members.
• ESPP.ch (École supérieure de la Prévoyance Professionnelle)coreStrategic or Co-development PartnerPartnership agreement with ESPP.ch for providing corresponding recognized training in French-speaking Switzerland for candidates who complete the German-language program at the school.
• PK Rück AGminorOthersPK Rück AG awards the 'Best Diploma Thesis' prize annually to outstanding graduates of the diploma program, recognizing excellence in occupational pension research.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Others

• SVV Schweizerischer Versicherungsverband: Swiss Insurance Association — industry association rather than a direct training competitor, but closely linked through board overlap and the broader Swiss insurance/pension vocational training ecosystem.
• ZFU (Zentralstelle für Fernunterricht): Swiss federal distance-learning approval body that certifies remote learning programs. Comparable as a regulatory and ecosystem enabler in the Swiss vocational training market, rather than as a direct competitor.

Broad incumbents

• HWZ Hochschule für Wirtschaft Zürich: Swiss private business school with continuing-education programs in banking, insurance, and finance. Comparable as a competitor for upskilling budgets of pension professionals, but addresses a broader Swiss workforce rather than specializing in BVG certifications.
• Kalaidos Fachhochschule: Swiss university of applied sciences offering CAS/DAS and degree programs in finance, insurance, and management. Comparable as a credentialing institution for financial professionals, but operates much more broadly and does not specialize in BVG pension training.
• ZHAW School of Management and Law: Major Swiss public university of applied sciences running CAS/DAS/MAS programs in insurance, banking, and financial services. Comparable as a credentialing competitor, with broader scope and larger brand in the same Swiss market.
• AKAD Bildungsgesellschaft: One of Switzerland's largest private continuing-education providers, offering federally recognized Berufsprüfungen and Höhere Fachprüfungen across multiple sectors. Comparable in delivering federally accredited vocational certifications, with a broader portfolio and stronger digital infrastructure.

Emerging players

• BVS Business School: Swiss private business school delivering federally certified financial services diplomas and CAS programs. Comparable in serving working professionals pursuing recognized financial-services qualifications in Switzerland, though not pension-specific.
• Berufsbildungsverband der Versicherungswirtschaft (VBV): Swiss insurance industry vocational training body of which new board member Sandra Kurmann is a board member. Comparable as a federally recognized vocational training provider for the insurance industry, with potential curriculum overlap in actuarial and insurance technology topics.
• SAQ – Swiss Association for Quality: Swiss continuing-education provider offering certified programs (including ReQualified, SAQ Certified) in banking, insurance, and risk management. Comparable in delivering federally recognized Swiss vocational certifications to financial-services professionals, with a partial overlap in target buyer personas.

Direct peers

• ESPP.ch (École supérieure de la Prévoyance Professionnelle): Sister institution that delivers the corresponding French-language occupational pension training in Suisse romande under a formal cooperation agreement with Fachschule. Highly comparable in mission, curriculum structure, and federal recognition, but geographically complementary rather than overlapping in German-speaking Switzerland.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/fs_personalvorsorge
• LinkedInlinkedin.com/company/fachschule-fuer-personalvorsorge

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

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