Proxi Conseils Academy
He dominates the financial system in Switzerland.
The Proxi Conseils Academy is a training program created to help you understand clearly and practically how the Swiss system works, and thus make smarter decisions for your future.
Through this training you will discover how insurance, taxes, financial planning, and the key aspects of starting a business successfully in Switzerland work, avoiding mistakes and fines, and building a solid foundation for your long-term stability, protection, and peace of mind.
About the trainer
Lucirene Rocha
Proxi Conseils
Born in Brazil and having lived in Europe for 33 years, Lucirene Rocha de Abreu has worked in taxation, insurance and business creation in Switzerland since 2011.
Since 2017, she has been a trainer and apprenticeship mentor, preparing apprentices for the CFC with a clear, practical, and personal approach. She speaks five languages, has training in commerce and business management, and is recognized by FINMA No. F01163065 (Company) – F01149765 (Individual).
Through Proxi Conseils, it supports families, entrepreneurs, and expatriates in understanding the Swiss system and moving forward with greater confidence.
Who is this training aimed at?
Young Graduates
Ideal for those who want to start their career in dynamic sectors and better understand how the Swiss economic system works.
Professionals in retraining
Designed for those who wish to acquire new skills related to taxation and insurance to open up new professional opportunities.
New residents in Switzerland
Especially useful for those who have just arrived in Switzerland and want to better understand the economic system for their personal and professional development.
Entrepreneurs
Aimed at those who already have a company or project and want to better understand how the system works, especially in matters of billing, employees, insurance and administrative management.
Training syllabus
During the Proxi Conseils Academy we will address different key aspects to understand the Swiss financial system and make more informed decisions about your future.
Each module focuses on a specific topic that will allow you to acquire a clearer and more structured vision.
Training syllabus
During the Proxi Conseils Academy we will address different key aspects to understand the Swiss financial system and make more informed decisions about your future.
Each module focuses on a specific topic that will allow you to acquire a clearer and more structured vision.
Training syllabus
During the Proxi Conseils Academy we will address different key aspects to understand the Swiss financial system and make more informed decisions about your future.
Each module focuses on a specific topic that will allow you to acquire a clearer and more structured vision.
Integration, orientation and professional commitment
DISC Profile
Discover your personality type: Dominant (Executor), Influential (Connector), Stable (Peacemaker) or Conscientious (Analytical).
Master Profiles
Better connect with your customers and hire the right person, in the right position, from the start.
Salary calculation
Learn how to calculate the true cost of a salary before hiring, so you can recruit safely and without unpleasant surprises.
The 3 pillars and financial planning
Understanding the Swiss three-pillar system is essential for effective long-term financial planning. Each pillar plays a complementary role in securing your financial future.
1º arrows (AHV)
Old-age and survivor's insurance, the basis of the Swiss pension system.
2nd pillar (BVG)
Mandatory occupational pension plan linked to employment.
3rd pillar
Private savings with tax advantages to supplement your retirement.
Budget planning
Budget effectively and allocate your resources wisely.
Productivity and AI tools
AI tools
How to get organized, save time, and be productive with artificial intelligence.
AI Design
Creating impactful visual content for your professional communication.
Strategies
Simple, effective and practical techniques to stand out in the job market.
Introduction to taxation in Switzerland
Swiss tax system
Presentation of the fundamentals of the tax system and understanding of tax mechanisms in Switzerland.
Tax return
Learn how to fill out a tax return and use the official Vaud Tax Service software to streamline your process.
Tax optimization
Discover legal strategies to save on your taxes through simulations of real cases adapted to your situation.
Health insurance, LAA, APGM, RC & PJ
Loss and profit optimization
How to protect yourself in case of illness or accident and guarantee your salary
Health insurance models and LCA
Decode Amal and its different options complementary options
Property insurance
Civil liability, professional liability, personal and professional legal protection, other property insurance
TOCA Method
Clarity and strategy
Analyze your situation clearly using the SWOT method: strengths, weaknesses, opportunities, and threats. We are turning this analysis into a concrete action plan.
Becoming a homeowner in Switzerland
Strategy and reality
Buying in Switzerland is possible... as long as you understand the rules. Financing, capital, taxation, insurance: we build a clear and realistic strategy.
Certification and additional income
Final Certification
Practical exam, official certification, and personalized feedback to validate your achievements.
Extra and passive income
Discover different strategies to generate additional income, even alongside a job.
10-year action plan
Professional, private and financial tailored to your profile and your goals.
Proxi Conseils Academy
Regular price CHF 3,000
CHF 1.680
Ready to transform your professional and financial future? We're here to support you through this important process.
Duration: Complete training 6 intensive days spread over 40 days. Offering in-depth and perfectly structured learning.
Group size: Groups are limited to a maximum of 4 participants, guaranteeing personalized support and enriching interactions.
Format: Exclusively face-to-face training, favoring direct exchanges and collaborative learning for an immersive experience.
What those who have already participated say
Real experiences from people who have already completed the training and applied what they have learned.