Level 2 Accounts/Finance Assistant Apprenticeship

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Shape the future: Grow with Level 2 Accounts/Finance Assistant Apprenticeship

The Level 2 Finance/Accounts Assistant Apprenticeship Standard is designed to equip aspiring finance professionals with the fundamental skills and knowledge needed to excel in the dynamic world of accounting and finance. This programme is ideal for individuals looking to kickstart their careers in finance, offering a blend of practical experience and theoretical learning.

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Duration

15-Months

Qualification

Level 2 Certificate in Accounting

Level 2 Accounts/Finance Assistant Standard

Learning Style

Live online training and content 

Modules

An Introduction to Bookkeeping

Principles of Bookkeeping Controls

Mastering the Principles of Costing

The Business Environment

Apprenticeship Duties

Every apprenticeship requires learners to develop and gain new knowledge, skills, and behaviours (KSBs). For the Level 2 Accounts/Finance Assistant Standard, this has been broken down into 10 key duties.

Duty 1

Organisational Awareness

Duty 2

Data Processing

Duty 3

Data Examination

Duty 4

Error Rectification

Duty 5

Data Reconciliation

Duty 6

Workload Management

Duty 7

Stakeholder Communication

Duty 8

Software Proficiency

Duty 9

Team Support

Duty 10

Professional Development

End-Point Assessment

Knowledge Test

Interview

Learning Journey

  • Months 1-3:  Introduction to Bookkeeping and Controls

    Apprentices focus on Introduction to Bookkeeping (ITBK) and Principles of Bookkeeping Controls (POBC), learning double-entry bookkeeping, ledger maintenance, and reconciliations. They gain hands-on experience with accounting software and are introduced to key tasks like processing invoices and posting journal entries, directly aligning with the duties of an Accounts/Finance Assistant.

  • Months 4-6: Costing and Business Financial Principles

    This phase covers Principles of Costing (PCTN) and The Business Environment (BESY). Apprentices learn to calculate and allocate costs, assist in budgeting, and understand the wider business context, including ethics and financial reporting. These skills support their responsibilities in managing costs and communicating financial information effectively.

  • Months 7-9: Financial Statements and Payroll Assistance

    Apprentices advance to preparing simple financial statements and assisting with payroll processes. This period focuses on supporting month-end processes, managing payroll records, and ensuring tax compliance. These duties help build key skills needed for an Accounts/Finance Assistant, including financial reporting and payroll support.

  • Months 10-12: Synoptic Assessment and Final Preparation

    Apprentices prepare for the Synoptic Assessment, consolidating all learning through practical applications. They refine skills in bookkeeping, costing, and financial reporting while building their portfolios. This phase ensures they are fully equipped to meet workplace expectations and support the finance team effectively.

  • Month 13: End-Point Assessment (EPA)

    Complete the apprenticeship with the EPA, encompassing a structured interview, a multiple-choice test, and a thorough review of the apprentice’s portfolio. Successful completion will validate them as a proficient Level 2 Accounts/Finance Assistant, prepared to make significant contributions to their employer’s finance team.

Want to find out more

To get detailed information and comprehensive guidance on the Level 2 Accounts/Finance Assistant Apprenticeship, download our full course material . This resource will provide you with everything you need to excel in your apprenticeship and develop essential knowledge, skills, and behaviours for a successful career in finance.

 
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