Accounts/Finance Assistant by Apprenticeship

Below you will find some useful links for your apprenticeship:

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End Point Assessment Specification

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End Point Assessment Specification for Accounts/Finance Assistant V1.4

Smart Assessor Training Videos

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Apprenticeship Induction

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AAT L2 Certificate In Accounting Information

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Apprenticeship Standard Information

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Accounting L2 Canvas Page

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Accounting L2 Part Time (instructure.com)

My AAT Login

BSDC_DDC8 — 2024-09-06 12:06:08 UTC

MyAAT login | AAT

Off the Job Training Guidance

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Gateway Information

BSDC_DDC8 — 2024-09-09 08:31:18 UTC

Portfolio Guidance Powerpoint

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Types of Evidence

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AAT You Tube Channel

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Accounts Finance Assistant Pathway:

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This document details the pathway of the V1.4 apprenticeship including mandatory exams and EPA's.

K1 - Principles of English law that may have an impact when working in accountancy, including elements of contract law, employment law, company law, data protection and anti-money laundering regulation

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K2 - Foundations of professional ethics and codes of conduct in a finance and accounting environment

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K3 - The different types of legal entity and organisational structures and their relevance for financial and accounting activities

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K4 - Digital financial and accounting packages and applications including databases and spreadsheets

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K5 - The role of accounts and finance within an organisation including interaction with internal and external stakeholders

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K6 - Principles of using and maintaining financial records including accounts payable, accounts receivable, cash management and payroll

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K7 - Fundamental concepts of the commercial landscape and its impact on the organisation

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K8 - Principles of bookkeeping and controls

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K9 - Principles of cost recording systems within an organisation

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K10 - The differences between financial and management accounting

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K11 - Principles of corporate social responsibility (CSR), ethics and sustainability regarding finance and accounting

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K12 - Principles of cyber-security and working safely online within a finance and accounting context

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K13 - Principles of data handling including the significance of dates and the timing of transactions such as dates of invoice and payment

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K14 - Principles of data security and legislative requirements regarding data handling in a financial and accounting context

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K15 - Approaches to diversity, inclusion and cultural awareness and their impact on finance and accountancy activities

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K16 - The impact of sustainability and environmental good practice on accounting and finance activities

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S1 - Record transactional data

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S2 - Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices

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S3 - Recognise and rectify routine errors, escalating as necessary

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S4 - Plan and review accounting and finance tasks

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S5 - Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications

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S6 - Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks

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S7 - Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data

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B1 - Team working to provide support and collaborate with others to help achieve the goals of the organisation

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B2 - Flexible and responds constructively to changing work requirements

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B3 - Self-motivated to seek and act upon feedback, displaying commitment to personal and professional development

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B4 - Vigilant in their approach to accounting and finance tasks, paying close attention to detail and aware of the consequences of errors

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B5 - Professional in their approach to their work and others to meet the requirements of professional ethics and codes of conduct

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B6 - Focussed on the importance of delivering excellent service, identifying, meeting or exceeding stakeholder expectations

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B7 - Takes responsibility for sustainable outcomes in their actions and approaches to the role, performing duties respecting environmental good practice, specific to both the occupation and those recognised externally

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B8 - Committed to personal wellbeing and an awareness of the support and resources available to help them

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KSB weighting per EPA - BESY and Structured Interview

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This document shows which KSB's are covered in each End Point Assessment. Each EPA contributes 50% towards your overall Apprenticeship Grade.

L2 Finance Accounts Assistant Checklist

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Please print for your records and update.

AAT Sign Off Checklist

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Interview Preparation

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To help prepare apprentices for the Interview EPA. AAT have created resources on the Lifelong Learning Portal (on MyAAT). Please work through these to help you prepare.

Knowledge Test Preparation

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The Knowledge Test EPA is The Business Environment Synoptic Unit that you have studied as part of the AAT qualification. Please use your own notes and the resources available on the Lifelong Learning Portal (MyAAT) to prepare for this.

Welcome to the Accounts/Finance Assistant Apprenticeship! Here you will find all of the information that you need in order to be successful in your apprenticeship

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Your Trainer is - Charlotte Whetton

Charlotte.Whetton@bsdc.ac.uk

07972 217 962

Your Apprenticeship Support Officer is - Nicola McLaren

Nicola.Mclaren@bsdc.ac.uk

07443 980 403

Your AAT L2 Tutor is Sarah Wright

Sarah.Wright@bsdc.ac.uk

Evidence 1 Template - Workplace and Role

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Evidence 2 Template - Communication and Diversity

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Evidence 3-5 - Task based pieces of evidence

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Complete a piece of evidence on a task of your choice that you complete within your role at work

Evidence 6 - Personal Development

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Evidence 7 - Observation

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Evidence 8 - Witness Testimony

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KSB Reflection Questions

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