Level 4 Trailblazer Standard for Accounting Technicians

Develop your skills and behaviours to satisfy the requirements at Level 4.
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The following apprenticeship schemes all satisfy the requirements of the Level 4 Trailblazer Standard for Accounting Technicians:

ACCA Accounting Technician Apprenticeship

ICAEW Accounting Technician Apprenticeship

CIMA Apprenticeship Scheme

The detailed learning outcomes underpinning the skills and behaviours for Level 4 are specified in the Standard. They are shown below, together with the accountingcpd.net resources that will help you to achieve them.

Level 4 Skills

Analysis

Create and interpret information, and show how that information can be used most effectively to add value to the organisation.

Understand how to organise and evaluate data that has been researched
Presenting Numerical Data > Taking a critical approach to data
45 minutes
Understand how to report data that has been researched
Presenting Numerical Data > Sharing data to inform decisions
45 minutes
Be prepared to analyse and evaluate data
Presenting Numerical Data > Selecting and interpreting data
45 minutes

Communication

Effectively communicate relevant information across the organisation and to appropriate stakeholders in both written and verbal formats.

Understand how to plan business communication activities
Presenting Numerical Data > Sharing data in a professional context
45 minutes
Be able to produce written business communications
Communicating for Professional Success > Sharing information with others
45 minutes
Understand how to communicate verbally in a business environment
Communicating for Professional Success > Collaborating effectively
45 minutes
Be able to communicate information verbally to the business environment
Presentation Skills > Communicating with presentations
45 minutes
Be able to appreciate the point at which assistance is required
Communicating Complex Ideas > Communicating in challenging contexts
45 minutes

Leadership

Proactively manage their own development and is committed to the job and their profession.

Understand how to evaluate and improve own performance
Leadership skills > Ongoing performance criteria
45 minutes
Be able to evaluate and improve own performance using feedback from others
Coaching Skills > Individual feedback
1 hour
Be able to use evaluation and feedback to develop and use a learning plan
Leadership Skills > Ongoing performance criteria
1 hour

Planning and Prioritisation

Work to tight deadlines and respond to changing priorities. Effectively plan and prioritise time and co-ordinate the input of others in order to meet both deadlines and changing priorities.

Understand how to manage own time effectively to achieve objectives
Managing Workload > You and your time
45 minutes
Be able to prioritise and plan your work to meet objectives
Managing Workload > Being organised
45 minutes
Be able to manage conflicting pressures and making best use of time and resources
Managing Workload > Excessive workload
45 minutes

Produces Quality and Accurate Information

Apply accounting/tax knowledge to consistently deliver high quality, accurate data and information in a timely fashion.

Be able to accumulate data to help others make decisions
Presenting Numerical Data > Selecting and interpreting data and information
45 minutes
Be able to demonstrate an understanding of the need for data back-up and security
Data Protection > Privacy & data protection
45 minutes
Be able to check that information you have provided is understood and sufficient
Presenting Numerical Data > Selecting and interpreting data and information
45 minutes

Team Working & Collaboration

Work effectively in a team and with others, maintaining effective, professional working relationships both internally and externally across organisation.

Understand the importance of teams to individual team members and to the team itself
Working in Accounting and Finance Teams > Why is teamwork important?
1 hour
Understand leadership attributes and skills
Leadership Skills > Leadership
1 hour
Be able to contribute effectively to team work
Working in Accounting and Finance Teams > Establishing the team
1 hour
Understand how to manage potential conflicts within a team
Working in Accounting and Finance Teams > Directing & supervising the team
1 hour
Be able to work with peers and assist colleagues in creative thinking
Innovation > Ideas and opportunities
45 minutes

Uses Systems and Processes

Understand the systems and processes of the organisation sufficiently, as applicable to the role. Proficient in the IT systems applicable to the role.

Understand own employer’s approaches to and methodologies for accounting or tax work
There is no off-the-shelf content that can help you with this. To demonstrate your competence in the areas, write a reflective piece/or formally present to learning coach/line or training manager on that topic.
Be able to improve effectiveness through the use of appropriate IT resources
The accountants’ key tool is Excel. The new service, excel@acpd, will provide a full range of quizzes, ExcelBites and courses on excel techniques. Apprentices are advised to become as proficient as possible in the use of excel. excel@acpd is coming in April 2018. Watch here for the link. 

Level 4 Behaviours

Adaptability

Willing to both listen and learn and to accept changing priorities and working requirements and has the flexibility to maintain high standards in a changing environment.

Be able to show appreciation of both sides of an argument
Building Resilience for Professional Success > Emotional Intelligence
45 minutes
Be able to actively develop your own skills and knowledge, acting on feedback where appropriate
Building Resilience for Professional Success > Resilience and your career
45 minutes
Be able to adapt to changing requirements while maintaining professional standards
Building Resilience for Professional Success > Managing change
45 minutes

Adding Value

Actively engage in the wider business, as appropriate, and look to provide information that positively contributes to influencing business decisions. Continually strive to improve own working processes and those of the organisation.

Be able to show commitment, independence and multi- tasking abilities
Building Resilience for Professional Success > Establishing resilience
45 minutes
Be able to exceed the expectations of your employer/client
Managing Workload > Being productive
45 minutes
Be able to demonstrate your commitment to continuous learning
Reviewing appropriate CPD Bites
Reading blogs on accountingcpd.net

Ethics and Integrity

Honest and principled in all of their actions and interactions. They will respect others and meet the ethical requirements of their profession.

Be able to keep abreast of professional developments
Keep up to date with weekly CPD Bites
Be able to demonstrate the ethical principle of confidentiality
Ethical Issues for Accountants > Professional firm/general practice
45 minutes
Be able to demonstrate an awareness and understanding of social and environmental responsibility
Corporate Social Responsibility > The context
45 minutes
Be able to uphold professional values and standards
Ethical Compliance > Ethical behaviour
1 hour

Proactivity

Takes responsibility. Demonstrates the drive and energy to get things done, even under pressure.

Be able to work independently, completing tasks on time, coping with change and preparing fully
Managing Workload > Being organised
45 minutes
Be able to persevere in enquiry to ensure completeness, all within an ethical framework
Finance Business Partner > Skills for success
1 hour
Be able to think and act ahead of anticipated events
Building Resilience for Professional Success > Managing change
45 minutes

Professional Scepticism

Demonstrates an attitude that includes a questioning mind, being alert to conditions which may indicate possible misstatement of financial information due to error or fraud.

Be able to demonstrate an awareness of regulatory requirements
Professional Scepticism > Concepts and requirements
1 hour
Be able to question what you see and hear is reasonable or appropriate
Professional Scepticism > Developing and demonstrating a sceptical mindset
1 hour
Be able to demonstrate an open mind to the possibility that something may be wrong or not as it seems
Professional Scepticism > Judgement in accounting decisions
1 hour