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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.

  • 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

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.

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
Non levy payer

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

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About the programme

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.

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.

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.

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

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

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?

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In-demand tech skills

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

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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.

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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.

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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

20+ years

We're a leading apprenticeship specialist with 20+ years' experience

Expert tutors

Qualified, expert tutors train over 10,000 apprenticeships each year

Highly rated

Rated 8 out of the top 50 apprenticeship providers on Rate My Apprenticeship

Upskill your staff

We can work together to upskill your existing staff. Get in touch to find out how we can help.

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