Fachmann/Fachfrau für Personalvorsorge BP study plan
Fachmann/Fachfrau für Personalvorsorge BP · Give each week a clear focus.
10 weeks · About 7 hours per week
Pension law and benefits administration
Map Swiss pillars, mandatory protection and actual plan provisions.
Distinguish salary, contributions, savings and risk benefits.
Your checkpoint
A plan-reading table with definitions, known facts and current-law questions.
Pension law and benefits administration
Trace entry, exit and preservation of vested benefits.
Separate transfer instruction, actual payment and recipient credit.
Your checkpoint
An employment-transition file with reconciled records and eligibility questions.
Pension law and benefits administration
Compare homeownership withdrawal and pledge.
Examine purpose, evidence and effects without inventing statutory amounts.
Your checkpoint
A WEF comparison including pension consequences and documented open conditions.
Pension law and benefits administration
Distinguish divorce sharing, retirement choice and survivor or disability claims.
Map relevant event dates, plan rules and decision authority.
Your checkpoint
Four short benefit cases with explicit scope and evidence requirements.
Pension accounting
Reconcile member administration, ledger, bank and custody data.
Separate receivables, cash, performance and technical valuations.
Your checkpoint
A hypothetical reconciled ledger with documented corrections and unresolved items.
Investments and BVV2 principles
Connect allocation to liabilities, liquidity and risk capacity.
Explain concentration, bond, currency and liquidity risks.
Your checkpoint
A mandate review and stress scenario with no guaranteed return claim.
Actuarial calculations
Recompute supplied conversion, interest, present-value and probability exercises.
Explain the effect of changed assumptions and timing.
Your checkpoint
A calculation workbook stating units, bases, dates and limitations.
Governance and oversight
Separate governing body, management, audit, expert and supervisory roles.
Assess conflicts, delegated work and payment controls.
Your checkpoint
A governance map and corrective-action log for a fictional institution.
Pension law and benefits administration & Pension accounting & Investments and BVV2 principles & Actuarial calculations & Governance and oversight
Solve integrated cases before viewing model responses.
Trace each conclusion to a fact, assumption or verified rule.
Your checkpoint
A portfolio connecting benefits, accounts, technical measures and governance.
Pension law and benefits administration & Pension accounting & Investments and BVV2 principles & Actuarial calculations & Governance and oversight
Complete mixed questions without keys.
Explain distractors and repair recurring errors.
Verify actual qualification requirements and current legal parameters from official materials.
Your checkpoint
A readiness log separating practice results from certification and current-law verification.
Milestones
Week 4: Classify the pension event and identify its actual legal and plan layer.
Week 7: Recompute all models without mixing rates, dates or bases.
Week 10: Connect correct records and responsible roles before stating an entitlement or financial conclusion.