Accountancy & Finance Apprenticeship Qualifications

Accountancy & Tax Apprenticeship Qualifications

We offer four different accountancy and tax apprenticeships, each leading to a recognised qualification. Get in touch with our dedicated apprenticeship advisors to find out which apprenticeship is right for your organisation and employees.

AAT Apprenticeship

AAT Apprenticeship

The Apprenticeship is accredited by the Association of Accounting Technicians (AAT) professional body and is recognised worldwide. It is suitable for those starting their career in Accountancy and takes between 12-24 months to complete each level.

Successful completion of the AAT will grant the learner valuable exemptions from selected exams of ATT, ACCA, CIMA, ICAEW (ACA) and CIPFA.

Course structure at a glance

Level 2 Certificate - 12 months

Level 3 Diploma - 12 months

Level 4 Advanced Diploma - 18 -24 months

Diploma in Business Skills

Where are AAT Apprenticeships Delivered?

Classroom

Part-time classes at local training centres.

Live Online

Students watch lectures live online or catch up later with recordings. Live Online follows the same study materials and schedule as the Classroom.

CIMA Higher Level Apprenticeship Diploma in Business Accounting Practice

CIMA Higher Level Apprenticeship Diploma in Business Accounting Practice

The Apprenticeship is accredited by the Chartered Institute of Management Accountants (CIMA) professional body and is recognised worldwide. It is suitable for those starting their career in Accountancy. It takes 12-18 months to complete the qualification and gain the CIMA Diploma in Business Accounting Practice.

On successful completion of the the Apprenticeship your employee will be eligible to continue their studies with the CIMA Professional Qualification.

Course structure at a glance

Fundamentals of Management Accountancy

Fundamentals of Financial Accounting

Fundamentals of Business Maths

Fundamentals of Business Economics

Fundamentals of Ethics, Corporate Governance and Business Law

Work-based Diploma

Where are AAT Apprenticeships Delivered?

Classroom

Part-time classes at local training centres.

Live Online

Students watch lectures live online or catch up later with recordings. Live Online follows the same study materials and schedule as the Classroom.

ATT Apprenticeship

ATT Apprenticeship

The Apprenticeship is accredited by the Association Taxation Technicians (ATT) professional body and is recognised worldwide. It is suitable for those starting their career in Taxation. It takes 24 months to complete with approximately 45 days college time required during the course.

Learners will be able to carry on their development by studying for the CTA qualification and may be eligible for exemptions from certain CTA papers.

Course structure at a glance

Technical Skills - Tax approaches and compliance and regulatory guidelines

Communication Skills - Business communication, verbal and written communication and presentation skills

Managing own performance - Performance evaluation, receiving feedback, time management and teamwork

Business skills - Effective meetings, client policies, commercial awareness and IT skills

Where are AAT Apprenticeships Delivered?

Classroom

Part-time classes at local training centres.

ICAEW CFAB Apprenticeship

ICAEW CFAB Apprenticeship

The Apprenticeship is accredited by the Institute of Chartered Accountants (ICAEW) professional body and is recognised worldwide. The ICAEW CFAB Apprenticeship is suitable for those starting their career in Audit & Assurance. It takes 18-24 months to complete with approximately 30 days college time required during the course.

Learners will be able to carry on their development by progressing on to ICAEW Application Stage and may be eligible for exemptions from certain ICAEW or ACCA papers.

Course structure at a glance

Technical Skills - Tax approaches and compliance and regulatory guidelines

Communication Skills - Business communication, verbal and written communication and presentation skills

Managing own performance - Performance evaluation, receiving feedback, time management and teamwork

Business skills - Effective meetings, client policies, commercial awareness and IT skills

Where are AAT Apprenticeships Delivered?

Classroom

Part-time classes at local training centres.

Financial Services Apprenticeships

We offer four different types of Financial Services Apprenticeships, each leading to a recognised qualification. Find out which Apprenticeship is right for your organisation and employees by requesting a call back from our Apprenticeship Advisors.

General Insurance

General Insurance

Qualifications available

Level 2 Insurance - Legal and Regulatory (IF1) or Level 2 Certificate in Customer Service
Level 3 Certificate in Insurance (Cert CII)

Awarding Body

Chartered Insurance Institute (CII)

Suitable roles

Business Processing
Renewals
MTA Processing
Claims Handling
Underwriting
Customer Service

Investment Operations

Investment Operations

Qualifications available

Level 2 Certificate in Financial Customer Service
Level 3 Investment Operation Certificate (Cert CISI)

Awarding Body

Chartered Institute for Securities & Investment (CISI)

Suitable roles

Investment Information & Performance
Trade Processor
Account Reconciliation
Settlements Admin
Processing Admin

Life, Pensions & Investments

Life, Pensions & Investments

Qualifications available

Level 2 Certificate in Financial Customer Service
Level 3 Award in Life or Pension Admin. (Cert. CII)

Awarding Body

Chartered Insurance Institute (CII)

Suitable roles

Business Processing
Senior Claims Admin
Customer Service (incl. Team Leader)
Underwriter
Financial Services Administrator

Mortgage Administration

Mortgage Administration

Qualifications available

Level 2 Certificate in Customer Service
Level 3 Certificate in Mortgage Advice and Practice CeMap Modules 1-3

Awarding Body

Institute of Financial Services (IFS)

Suitable roles

Mortgage broker
Mortgage processor
Mortgage Para planner
Mortgage Customer Service

Where are Financial Services Apprenticeships delivered?

Where are Financial Services Apprenticeships delivered?

Training is delivered on our live online platform. Students watch lectures online or catch up later with recordings. Students also have meetings and assessments at their place of work with an apprenticeship assessor.

Our financial services apprenticeship assessors are based in various locations around the country:
Central London
West Yorkshire
South Yorkshire
North East
South Coast
South West

If your location is not listed above, use the form below to request a callback from one of our Apprenticeship Coordinators to see if financial services apprenticeships are available in your region.

Get in touch

To ask a question or begin the process of hiring an apprentice, call 01908 540066 or send your contact details and we’ll get in touch.

Lead Source (Secondary):
Smarter apprenticeships brochure

The ‘Smarter Apprenticeships’ brochure contains more information about the service offered by Kaplan and gives useful advice on topics such as identifying a business need for an apprentice.

Download the brochure

Apprenticeship Insights

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