Finance Data Technician Apprenticeship Level 3

Data is at the heart of accounting, and therefore data analysis can help accountants deliver more value to businesses. Accounting involves data from various sources and sometimes there aren’t dedicated resources to support working on the data, ready to be used by the accounting team.

With sharp analysis at its heart, a Kaplan Finance Data Technician apprenticeship is anything but standard.

As well as developing technical skills using a range of core technologies and platforms, we support our learners to weave together the ability to source, analyse, work with financial data, and generate insights that underpin business decisions to build a case for change.

expand_more Who's it for?

Existing Practice firm staff taking on a more data centric role working in any industry or sector.
Ideal for new talent in the organisation with an active interest in data or existing staff taking on a more data centric role.

If you’re looking to develop broader data analysis skills, you may also be interested in our Data Analyst apprenticeship Level 4

expand_more Job roles and career progression

Finance Data Technician , Finance Data Support, Junior Data Analyst, Junior Information Analyst - but this list isn’t exhaustive, it’s more about what you do in your job role than the actual title.

An apprentice’s journey doesn’t end when their apprenticeship has finished. This is just their first step to becoming a financial data professional. The next steps could be to specialise in data with our Data Analyst Level 4 programme, or take up an accounting specialism with our Level 4 AAT, Level 4 ATT, Level 7 ACCA, Level 7 CIMA, or Level 7 ICAEW apprenticeships.

expand_more Eligibility

To do this apprenticeship you must have at least a grade of 4/C GCSE (or equivalent) in Maths and English. If you don’t have this level of Maths and English, Kaplan offers free resources and support to make sure you have a strong understanding of the subjects by the end of your apprenticeship.

Apprentices typically have one of the following:

GCSE or other Level 2 qualification
12 months of work experience in the last 24 months if they do not have any other Level 3 qualifications

18 months with Gateway at 15 months

Costs / funding

Levy payer

£12,000

Non levy payer

£600

Learner

Free

Qualifications received

Data Technician Level 3 apprenticeship

Optional exam and certification in Microsoft Office Specialist: Excel Associate (Excel and Excel 2019) and/or AAT Advanced Certificate in Bookkeeping

Looking to upskill your staff?

Get in touch

Aiming to launch your career?

Look for a vacancy

About the programme

check

Help your people make better decisions

The Finance Data Technician apprenticeship will help your people make better decisions through the right skills, knowledge and behaviours to understand what’s happening today, and help you transform your business for tomorrow.

check

Learn essential skills that are in high demand

With both accounting knowledge and a high competency in digital skills, your Finance Data Technician apprentice will be able to support your wider team and implement efficiencies with insightful financial analysis.

check

Support and insight

Apprentices will learn the core data skills and get a clear understanding of accounting principles, to help with supporting financial data analysis to identify trends, and other relevant features, supporting decision making across the business.

check

Supported by an industry experienced Talent Coach

Each learner has regular 1:1 contact and progress reviews to keep them on track, review their portfolio, and get them fully prepared for their End Point Assessment.

Training modules

Our Finance Data Technician apprenticeship programme integrates eight modules of technical training with work based projects. This ensures that learning and skills are directly applied to the apprentice’s role, and maximises the time used as part of off-the-job training.

For each module, learners benefit from attending small, scheduled Live Online classes taught by a subject matter specialist, combined with additional online learning that can be completed at their own pace. Each of our live classes are interactive and involve lots of practical discussion, giving learners quality time both with tutors and industry peers to spark new ideas and get new perspectives. Learners get practical lab time to hone their skills and learn from each other, as well as their tutor.

2 days

Microsoft Office Specialist: Excel Associate

Fundamentals of creating and managing worksheets and workbooks, creating cells and ranges, creating tables, applying formulas and functions, and creating charts and objects.

Manage worksheets and workbooks
Manage data cells and ranges
Manage tables and table data
Perform operations by using formulas and functions
Manage charts

1 day

Data Literacy

An introduction to various facets of data, including data protection and governance (GDPR and Data Protection Laws), understanding data, basics of analytics and data informed decision making.

It will cover:

How data is used in an organisation
How to work in a data-driven culture
Making data-driven decisions

Self paced learning

Bookkeeping

The module covers the foundation of bookkeeping, including the fundamental concepts of bookkeeping that underpin all aspects of financial accounting.

It will cover:

Double entry bookkeeping
How to prepare depreciation calculations
Period-end adjustments
How to extend the trial balance

4 days

Data Analysis and Visualisation with Excel

This module equips learners with modern analytical skills and the ability to analyse trends in data and generate business intelligence for enhanced business operations and better decision making in day to day business.

It will cover:

How to perform data analysis fundamentals
Analysing data with pivot tables
Transforming and reporting data
Data Visualisation using Excel

Self paced learning

Final Accounts Preparation (FAPR)

This module will give the apprentice an appreciation that will support them in their role as a Data Finance Literacy where they need to be aware of financial accounting principles.

It will cover:

How to prepare final accounts for sole traders and partnerships
Identifying alternative organisation structures
Regulations that govern company accounts

2 days

Databases and Data Modelling

This module delves into the principles and use of databases, giving apprentices the knowledge and practical understanding to use database systems in the workplace.

It will cover:

What is a database
Designing a database and data modelling
Managing tables
Querying and sharing data in the database using SQL

3 days

Data Challenge workshop

This three-day workshop will take the learner through a practical application of a data project.

Learners will be provided with a practical project structure which will involve working through various activities that a data technician will typically carry out. This will include picking data from various sources, cleansing data, processing it and visualising data to be presented to various stakeholders.

The data challenge will help support the learner in preparing them for their End Point Assessment giving them an opportunity to build their data skills in an immersive exercise getting real time feedback as they hone their skills.

Self paced learning

Indirect Tax (IDRX)

This module will cover tax in its various forms, giving the apprentice an appreciation that will support them in their role as a Data Finance Technician where they need to be aware of financial accounting principles.

It will cover:

How to examine and apply VAT legislation requirements
Completing VAT returns
The implication of errors
Filing and payment
How to report VAT related information

expand_more View all modules

date_range Timetables

Programmes are running regularly throughout the year. View our timetables for scheduled Live Online sessions to see when the next one is running.

View timetables

Why choose Kaplan to do a Finance Data Technician apprenticeship?

In-demand tech skills

Our Finance Data Technician apprenticeship equips your teams with the future facing skills they need to create success.

Leading partners

Underpinned by specialist content and learning labs co-created with leaders in their field developing your skills in a range of technologies and platforms, not just one.

Flexible learning

Learners attend scheduled, interactive Live Online classes involving lots of practical discussion and application, and combine this with additional online learning that can be completed at their own pace.

Expert teaching

Our tutors are all subject matter experts, with real world experience, and teach small cohort groups of like minded learners.

Support for employers:

Named account director as your key point of contact
Recruitment service to help you hire an apprentice for a new vacancy
Transparency throughout the application and onboarding process for your learners
Named tutor and talent coaches, often a single contact
Accurate, timely and accessible tracking for each learner
Line Manager visibility of your learner’s portfolio dashboards

Support for learners:

Tutor contact via email outside of scheduled classes
Regular 1:1 contact and progress reviews with a named, industry experienced talent coach to keep them on track, review their portfolio and get them fully prepared for their End Point Assessment.
Peer to peer contacts from across the industry as part of a small cohort - creating opportunities to spark new ideas and get new perspectives
Integrated learning system with everything in one place. Access all online learning, track your progress, capture off-the-job activity and hours, manage and capture progress reviews, upload evidence, as well as communication, and leave messages for each other with their Talent Coach
Interactive lab environment to practise and put learning to the test
Student Service support available 362 days a year