OUR COURSE: ASSISTANT ACCOUNTING

Apprenticeship in Assistant Accounting AAT
Level 3 Standard

This Apprenticeship provides the breadth and depth of skills and knowledge needed for employment in Accounting.

COURSE COSTS

Total cost per candidate
(Levy Employer)

£9,000.00

Employer 10% contribution once Levy exhausted or Non Levy Employer

£900.00

End Point Assessment Cost
(Paid by Kiwi)

£700

Levy employers can use their funds to fully pay for this qualification

Non Levy employers pay 10% contribution (£900.00) and remaining 90% can be government funded. Please make an enquiry for further details

Role Profile

An Assistant Accountant provides support to internal and external customers and will work predominately either as an assistant accountant within practice or alternatively within the finance function of an organisation. Part of their role will involve assisting in the day to day financial activities such as data entry to month end management accounts and/or year-end financial statements. In addition the Assistant Accountant may find themselves involved in regulatory financial requirements such as the completion of VAT returns or assisting in the preparation of tax computations.

Entry Requirements
Individual employers set the selection criteria, but this is likely to include 5 GCSEs, including Maths and English, although some employers will accept other relevant qualifications and experience, including a relevant Level 2 qualification. Apprentices without English or Maths at Level 2 must achieve this prior to taking the end point assessment.

How will this course be taught?
This is a work based qualification. Learners will be visited in their workplace by a Kiwi trainer, who will assess using observations, discussions, product evidence, assignments and witness statements. Trainers will require access to carry out observation of the learner in the workplace demonstrating their skills, attributes and competencies. This will be necessary and will be used to assess your competence in your job.

What are the career/progression opportunities?
As well as ensuring full competency as an Assistant Accountant, this standard provides the foundation for progression into a number of career paths in the Accounting sector including Audit Trainee, Corporate Recovery Analyst, Credit Controller or Tax Accountant.

- Professional Accounting Taxation Technician - Level 4
- Junior Management Consultant Level 4
- Operation Departmental Management Level 5

Employers involved in creating the standard:
Derbyshire NHS Trust, Brothertons, Charles Wells, Environment Agency, Forum Trust, La Livre, XPO Logistics, Tax Assist, DWP, PWC, KPMG

COURSE CONTENT

  • SUMMARY OF ASSESSMENT

    This is an apprenticeship, designed as an entry level role into the Accountancy Profession, and can lead into a variety of careers with supporting professional qualifications. The role is applicable to a wide range of employers across the sector in both large and small firms and in industry, practice and public sector. As such the assessment plan needs to have the flexibility to cater for these different operating models, support structures and commercial requirements.

    Apprentices will be expected to complete:
  • The end-point assessment has 2 components which have been designed to be completed once the Apprentice has finished the on-programme learner journey demonstrated in appendix 1. Both components will need to be passed in order for the Apprentice to be awarded the Apprenticeship.
  • Apprentices can therefore expect to be assessed through a combination of testing in controlled conditions, evidence produced in the work-place and recorded interview, therefore comprehensively examining the work they have completed.
  • A synoptic end-test covering the knowledge and skills gained throughout the on programme stage and detailed in the standard.
  • A portfolio and reflective discussion which will comprise a range of evidence produced in the work-place to show that the Apprentice has met the knowledge, skills and behaviours detailed in the standard. The reflective discussion will be a structured interview to examine this evidence and the learner journey in more detail.
  • END POINT ASSESSMENT

    What is being assessed
  • The combination of both forms of end-point assessment are designed to test the knowledge, skills and behaviours detailed in the published standard to the extent that the Independent Assessment Organisation is satisfied that they are competent in their job role. The synoptic test will test the knowledge and skills and the portfolio and reflective Statement will showcase the knowledge, skills and behaviours.
    The competencies defined in the standard have been broken down into learning outcomes. These will be used by the independent assessment organisation to assess competence using the assessment methods above.

  • How -Synoptic Test

    Apprentices will sit a test under controlled conditions which will synoptically test the knowledge and skills stated in the standard. They will be given information about a fictitious organisation and will then be presented with a variety of tasks relating to this information. The tasks are a mixture of calculations and written assessments. Questions will be allocated from a bank which will have undergone thorough testing and verification to ensure consistency in terms of difficulty and to make sure that the areas tested are given equal weighting no matter which case study the Apprentice sits. 
  • The assessment will take place at an approved exam centre and will be under controlled conditions, this will ensure that employers of all sizes will have the ability to put forward Apprentices. 
  • The assessment will be taken on a computer and will last up to 3 hours  The question banks will be developed by the end point assessment organisations using trained professionals, who are current practitioners/trainers etc and have regular CPD with their professional body.
  • The assessment organisation will develop, deliver, monitor and maintain a repository of questions that form part of the suite of assessment tools. They will ensure that there is a bank of questions that enable a number of variations that are randomly complied into an assessment at the time the apprentice is scheduled for their assessment.
    The assessment organisation will review the bank of questions and commission new
  • Synoptic assessments are available to be sat in six one-week ‘windows’ during any 12month period. In the (typically) six week period between windows, the performance of the assessment is analysed, including the marks achieved for each Task and the time taken by students on each Task. ‘Outliers’ (tasks that are consistently returning very high or very low marks) are examined more closely to see if there is any ‘fault’ in the question, or if it is possible to identify areas where tuition is weak.
  • Portfolio and Reflective Discussion
    The portfolio should be compiled so it reflects the full range of knowledge, skills and behaviours detailed in the standard. This ideally will be evidence collated from the workplace such as, but not limited to, emails, letters, reports, presentations, appraisal information, witness testimonies. 
  • Wherever possible we would encourage evidence provided to demonstrate the achievement of more than one knowledge and/or skill and/or behaviour 
  • The reflective discussion will be conducted by the Independent assessment organisation, optionally accompanied by the employer. 
  • The IAO is solely responsible for assessment of these 2 forms of evidence from which they will make their judgement of pass, fail or distinction.
  • IAO requirements for conducting Reflective Discussion
    The discussion should take place under exam conditions, which will be defined by the IAO (anticipated to take place at the employer’s premises to make it cost effective, but alternative venue should be used if this does not afford a suitable environment). 
  • A minimum of 60 minutes of reflective discussion is required. 
  • The IAO will specify the format / methodology for recording together with other requirements to satisfy their quality assurance responsibilities 
  • The IAO will conduct and attend the reflective discussion session. This may be physical attendance or remotely through SKYPE or equivalent means, again at the discretion of the IOA.
    Consultative Project 
  • Professional Discussion

  • The Employer, Training Provider and Independent Assessment Organisation will work with the apprentice to agree the content of the Consultative Project, providing guidance as to the content, structure etc. The Independent Assessment Organisation will sign this off.
    Appendix 1 details which knowledge, skills and behaviours are expected to be covered by the two assessment methods. In the event that an apprentice cannot complete a Project covering all of the required knowledge and skills, due to their organisational circumstances, then it is permissible for a maximum of three of the listed components of knowledge / skill to be assessed in the Professional Discussion instead. This will be identified by the Independent Assessment Organisation when the content of the Project is agreed.
    The two assessment methods will build up a cumulative picture of how well the apprentice has met the requirements of the Standard.

TECHNICAL KNOWLEDGE & UNDERSTANDING

  • Business awareness
    Describe the main transactional processes and reasons why these need to be undertaken in the role.
  • IT systems and processes
    Describe the main office and accounting systems relevant to the job role.
  • Ethical Standards
    Describe and demonstrate an understanding of why professional integrity is important to your role and your organisation.
  • Financial Accounting and Reporting
    Describe the main accounting standards required to process financial documents and prepare a set of accounts including purchase and disposal of assets.

SKILLS

  • Analysis
    Effectively records and analyses financial data at the appropriate level using the organisation’s standard tools and processes. Communicates to all stakeholders to aid decision making to add value to the organisation, within the responsibility of the position.
  • Communication
    Works both independently and as part of a team within the organisation’s standards; competently demonstrates an ability to communicate both in writing and orally at all levels, using a range of tools and demonstrating strong interpersonal skills and cultural awareness when dealing with internal and external customers. Demonstrates the ability to communicate financial information in a way that non-finance staff can interpret and understand.
  • Produces quality and accurate information
    Consistently delivers high quality, ‘right first time’ financial and performance data in a timely fashion in line with the organisation’s requirements, to aid decision making and planning.
  • Understand systems and processes
    Demonstrates the ability to identify the appropriate systems and processes to work productively in order to complete required tasks. Demonstrates competent use of office and accounting packages. Able to maintain the security of accounting information using passwords and backup routines.
  • Problem Solving
    Applies techniques to both common and non-routine problems, analysing where required and selecting the appropriate tools and techniques to produce solutions. Escalates or seeks guidance and support where appropriate.

BEHAVIOURS

  • Embracing Change
    Accepts changing priorities and working requirements readily and has the flexibility to maintain high standards in a changing environment.
  • Adding Value
    Identifies opportunities to actively engage in the wider business when appropriate. Provides information that positively contributes to influencing business decisions whilst continually striving to improve own working processes and those of the organisation.
  • Ethics and integrity
    Applies a transparent and objective manner in all actions and interactions to ensure they meet ethical requirements of the profession.
  • Personal Accountability
    Takes initiative for own personal development. Proactively takes responsibility for completing tasks and meeting expectations. Consistently prioritises in order to achieve timely outcomes.
  • Productivity
    Organises work effectively and achieves required results within deadlines. Performs professionally in pressurised situations and escalates appropriately where necessary.
  • Team work and Collaboration
    Consistently supports colleagues and collaborates to achieve results. Aware of their role within the team and their impact on others.

IN BRIEF:

Qualification

Apprenticeship in Assistant Accountant AAT



Qualification Level

Level 3

End Point Assessment Centre

AAT

Additional pricing information

Full funding is available for 16-18 year-olds. Funding may also be available for those 19+, however this based on prior attainment and on an individual basis. Please refer to Levy & Non Levy funding page.

Instruction language

English

Qualification Duration

The length of this apprenticeship should typically be 12 - 18 months.


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