assistant accountant and accounting/tax technician ......accounting technician – level 4 aca...

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1 Updated 04 May 2017 Thank you for enquiring about an Apprenticeship Standard with Kaplan. The enclosed Apprenticeships Enrolment Form will help us get your Apprentice started on the programme. How to complete this form Please complete and support your Apprentice to complete the relevant sections of the Apprenticeships Enrolment Form fully. Otherwise, we may need to ask for further information which could delay your Apprentice’s enrolment. You only need to return the section titled – Assistant Accountant and Accounting/Tax Technician Apprenticeship – Enrolment Form from this document. Please return the form to [email protected]. If there are any areas of the form you are unsure about please contact the Operations team on 0161 233 4571. What happens once the Apprentice is enrolled? Once the enrolment pack has been received it will be eligibility checked. The Apprentice will then receive an invite, via email, to MyKaplanApprenticeship (MyKapApp). They will be set a series of Initial Assessment tasks that will be required to be completed before their sign up, to create a Training Needs Analysis from the results. A Talent Coach will be assigned to your Apprentice who will make contact to arrange a sign up appointment. They will be responsible for setting up a learning plan capturing all elements of the Apprenticeship Standard, coaching and mentoring your Apprentice through their Apprenticeship. The minimum duration of this programme is 13 months but depending on which pathway is chosen could be as long as 24 months. We will discuss with you the recommended timescale for your Apprentice. Once enrolled, the Talent Coach will keep in regular contact to make sure that your Apprentice is progressing with the Apprenticeship as planned. Any absences from class are reported to you and we will keep all parties informed of progress. The Apprentice may also be required to complete Functional Skills in maths and English as part of the programme (your Apprentice may have valid exemptions for these, e.g. GCSEs, O’Levels, etc). Your Apprentice will be advised on these requirements at enrolment. All Apprenticeships on new standards are required to undertake an End Point Assessment with an independent third party. Please note that Kaplan will book and pay for your first EPA only. The Talent Coach is there to support both Employer and Apprentice and they are the first point of contact, if any additional guidance is required. Alternative formats of this document are available on request. Version 1.3 Assistant Accountant and Accounting/Tax Technician Apprenticeship Enrolment Pack To find out more information on our full range of Apprenticeships, internships and other products and services we deliver: https://kaplan.co.uk/training-for-businesses/apprenticeships-and-internships

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1Updated 04 May 2017

Thank you for enquiring about an Apprenticeship Standard with Kaplan. The enclosed Apprenticeships Enrolment Form will help us get your Apprentice started on the programme.

How to complete this formPlease complete and support your Apprentice to complete the relevant sections of the Apprenticeships Enrolment Form fully. Otherwise, we may need to ask for further information which could delay your Apprentice’s enrolment.

You only need to return the section titled – Assistant Accountant and Accounting/Tax Technician Apprenticeship – Enrolment Form from this document. Please return the form to [email protected]. If there are any areas of the form you are unsure about please contact the Operations team on 0161 233 4571.

What happens once the Apprentice is enrolled?Once the enrolment pack has been received it will be eligibility checked. The Apprentice will then receive an invite, via email, to MyKaplanApprenticeship (MyKapApp). They will be set a series of Initial Assessment tasks that will be required to be completed before their sign up, to create a Training Needs Analysis from the results.

A Talent Coach will be assigned to your Apprentice who will make contact to arrange a sign up appointment. They will be

responsible for setting up a learning plan capturing all elements of the Apprenticeship Standard, coaching and mentoring your Apprentice through their Apprenticeship. The minimum duration of this programme is 13 months but depending on which pathway is chosen could be as long as 24 months. We will discuss with you the recommended timescale for your Apprentice.

Once enrolled, the Talent Coach will keep in regular contact to make sure that your Apprentice is progressing with the Apprenticeship as planned. Any absences from class are reported to you and we will keep all parties informed of progress.

The Apprentice may also be required to complete Functional Skills in maths and English as part of the programme (your Apprentice may have valid exemptions for these, e.g. GCSEs, O’Levels, etc). Your Apprentice will be advised on these requirements at enrolment. All Apprenticeships on new standards are required to undertake an End Point Assessment with an independent third party. Please note that Kaplan will book and pay for your first EPA only. The Talent Coach is there to support both Employer and Apprentice and they are the first point of contact, if any additional guidance is required.

Alternative formats of this document are available on request.

Version 1.3

Assistant Accountant and Accounting/Tax Technician Apprenticeship Enrolment Pack

To find out more information on our full range of Apprenticeships, internships and other products and services we deliver:https://kaplan.co.uk/training-for-businesses/apprenticeships-and-internships

2Updated 05 June 2017

Funding Apprenticeship Programmes

What type of employer definition does our organisation fall under and what will we be expected to contribute?

Company Description Employer type for SFA funding purposes How funding will work

Public and private UK employers with a payroll bill in excess of £3m a year.

Levy Paying Employer An employer’s levy allocation must be used in the first instance. Kaplan charge the relevant cap associated with each Apprenticeship (The caps are shown in the table below).

NB: If the cost of an individual Apprenticeship is more than the cap, the employer is required to pay the outstanding balance in full.

If the employer has already allocated their available levy against Apprentices, they can purchase additional Apprenticeships at a 10% contribution of the overall cost of the Apprenticeship and the remaining 90% will be government funded.

Public and private UK employers with 50 or more employees but with a payroll bill in less than £3m a year.

Non Levy SME Employer Employer must provide a contribution of 10% of the cost of the Apprenticeship up to the cap associated with the Apprenticeship per Apprentice. The Education and Skills Funding Agency will fund the remaining 90% (the caps are shown in the table below) and where the cost of the Apprenticeship is more than the cap, the employer is required to pay the outstanding balance in full.

Public and private UK employers with 49 or less employees.

Micro Employer For Apprentices aged between 16-18, the Education and Skills Funding Agency will fund 100% of the cost of their Apprenticeships.

For Apprentices aged 19+, the Employer must provide a contribution of 10% of the cost of the Apprenticeship up to the cap associated with the Apprenticeship per Apprentice. The Education and Skills Funding Agency will fund the remaining 90% (The caps are shown in the table below) and where the cost of the Apprenticeship is more than the cap, the employer is required to pay the outstanding balance in full.

Funding bands and maximum caps

Band Number Band Maximum (funding cap) Band Number Band Maximum

(funding cap)

1 £1,500 9 £9,000

2 £2,000 10 £12,000

3 £2,500 11 £15,000

4 £3,000 12 £18,000

5 £3,500 13 £21,000

6 £4,000 14 £24,000

7 £5,000 15 £27,000

8 £6,000

NB. Both the Assistant Accountant and Accounting/Tax Technician fall into band 9.

3Updated 05 June 2017

Funding Apprenticeship Programmes

Are you as the employer eligible for any additional payments?Employers may be entitled to additional payments, during the Apprentice’s participation on their Apprenticeship. The table below shows what additional payments employers could be entitled to:

Type of Additional Payment Additional Payment and how this is paid

Apprentice aged under 19 at the start of their Apprenticeship.

Total additional payment available is £1,000 and funds will be released in line with:

• 50% (£500) this will be processed for release following evidence of participation for minimum of 90 days from the apprentice start date

• 50% (£500) this will be processed for release following evidence of participation for minimum of 365 days from the apprentice start date

NB: Funds are released via the Education and Skills Funding Agency to the provider, so there will be a delay in employers receiving the payment once the criteria to trigger payment has been reached.

Apprentice aged 19 to 24 years old and has either an EHC (Educational Health Care) plan provided by their local authority or has been in the care of their local authority.

Total additional payment available is £1,000 and funds will be released in line with:

• 50% (£500) this will be processed for release following evidence of participation for minimum of 90 days from the apprentice start date

• 50% (£500) this will be process for release following evidence of participation for minimum of 365 days from the apprentice start date

NB: Funds are released via the Education and Skills Funding Agency to the provider, so there will be a delay in employers receiving the payment once the criteria to trigger payment has been reached.

All additional payments will require the Employer to complete a bank details form which should have been provided at point of contract issued.

4Updated 08 May 2017

Knowledge Element

Assistant Accountant Advanced Diploma in Accounting Advanced DiplomaLearning and Assessment area Unit Code The Advanced Diploma is for learners with a progressive accounts

job role or with previous study specific to accounting and covers:

• Usual route order AVBK, FAPR, MMAC, IDRX, AVSY

• AVSY must be last, as it draws on the knowledge from the other four

Advanced Bookkeeping AVBK

Final Accounts Preparation FAPR

Management Accounting Costing MMAC

Indirect Tax IDRX

Advanced Synoptic Assessment AVSY

Accounting/Tax Technician - CIMA Certificate in Business Accounting (Cert BA) CIMA Certificate in Business Accounting (Cert BA)

Learning and Assessment area Unit Code There are four subjects in the Certificate qualification, each examined via online Objective Tests (OTs). Each exam must be passed to be awarded with the Certificate in Business Accounting.

Usual route order: you can complete in any order.

Fundamentals of Business Economics BA1

Fundamentals of Management Accounting BA2

Fundamentals of Financial Accounting BA3

Fundamentals of Ethics, Corporate Governance & Business Law BA4

Accounting Tax Technician - ATT Association of Tax Technicians ATT Association of Tax TechniciansLearning and Assessment area Unit Code The ATT syllabus follows a modular structure, which consists of

two core papers and four optional papers, allowing specialism in an area of interest or expertise.

ATT exam sittings are held twice a year in May and November.

Usual route order: Personal Tax first, Business Taxation and Accounting Principles, Optional paper, Law, Ethics.

Personal Tax PTX

Business Tax BTX

Ethics Ethics

Law Law

Learning and Assessment area Unit Code

Corporate Taxation CT

Business Compliance BC

VAT VAT

Inheritance Tax IHT

Accounting/Tax Technician Professional Diploma in Accounting Professional DiplomaLearning and Assessment area Unit Code The Professional Diploma is for learners with a technical and

progressive accounts job role and also ideal for anyone wishing to pursue or progress their career in accountancy and or finance.

• Usual route order - FLSC, optional unit, MABU, MDCL, optional unit, PDSY or - MABU, MDCL, optional unit, FSLC, optional unit, PDSY

• PDSY forms part of the end point assessment and therefore this exam cannot be sat until 12 months and 1 days from being signed up on the course

Financial Statements of Limited Companies FSLC

Management Accounting: Budgeting MABU

Management Accounting: Decision & Control MDCL

Professional Synoptic Assessment PDSY

Optional units: two to be chosen Unit Code

Personal Tax PLTX

Business Tax BSTX

Cash & Treasury Management CTRM

Credit Management CDMT

External Audit ETAU

Functional Skills Functional Skills(Main exemptions GCSE grade A-C others may apply) All Apprentices are required to complete Functional Skills

unless they have exemptions. The main exemptions are maths and English GCSE’s grade A-C, A-levels in maths and English Language or Literature, or Functional skills maths and English.

Functional Skills maths FS maths

Functional Skills English FS English

Kaplan will train and guide you towards these elements

NB. Skills and Behaviours requirements for the Standard and learning plan for these elements will be identified via MyKapApp.

5Updated 08 May 2017

Knowledge Element

Accounting Technician – Level 4 ACA Certificate in Finance and Business (CFAB)

Level 4 ACA Certificate in Finance and Business (CFAB)

Learning and Assessment area Unit Code The qualification is designed to introduce the basics of accounting and finance.

Modules are completed via 1.5 hour computer based exams which can be sat on demand. The Certificate of Finance and Business (CFAB) is the foundation level of the ACA Qualification.

Accounting AC

Assurance AS

Principle of Tax PTX

Management Information MI

Business and Finance BF

Law LW

Accounting/Tax Technician - Foundations in Accounting (FIA) - Diploma in Accounting and Business

Foundations in Accounting (FIA) - Diploma in Accounting and Business

Learning and Assessment area Unit Code Foundations in Accountancy is a suite of awards from the Association of Certified Chartered Accountants (ACCA). The award focused on in the apprenticeship is the Diploma in Accounting and Business.

There are three subjects in the Diploma qualification, each examined via online Multi-Task Questions (MTQ). Each exam must be passed to be awarded with the Diploma in Accounting and Business.

Accounting in Business FAB

Management Accounting FMA

Financial Accounting FFA

Accounting/Tax Technician - Chartered Institute Public Finance and Accountancy (CIPFA) Professional Certificate

Chartered Institute Public Finance and Accountancy (CIPFA) Professional Certificate

Learning and Assessment area Unit Code CIPFA’s Professional Qualification (PQ) is the most robust and relevant accountancy qualification for those working in the public services in the UK. The Professional qualification is for those that would like to develop their skills and further their career in the public services with many of the skills transferable to the private sector.

Financial Accounting FA

Management Accounting MA

Company Financial Reporting CFR

Audit and Assurance AA

For a list of Kaplan Training Centre locations, please visit the locations page of our website which can be found at http://financial.kaplan.co.uk/AboutKaplan/OurLocations/Pages/default.aspx

1Updated 26 May 2017

Employer Details – to be completed by the Employer

Company Name

If applicable, company name of levy account holder (the umbrella organisation for which all your companies sit)

Head Office Address

Postcode

Business Type/ Sector Telephone

Type of Employer(Please choose one option)

Micro Employer (0-49 employees)* Non Levy Small Medium Employer (50+ employees) Levy Paying Employer (employers with a payroll bill in excess of £3m a year)

* I can confirm that by selecting this option, the organization had an average of 49 or fewer employees with a contract of employment in the 365 days before.

Department

Number of Employees in branch

Number of Employees at organisation level

Branch address

Postcode

Invoice to be sent to (Please choose one option)

Head Office Branch Address Invoice Address (shown below)

Invoice address if applicable

Postcode

Manager’s Name Manager’s Job Title

Manager’s email address

Manager’s phone number

Please select one of the following: Commencing a new job role

Significant new knowledge and skills are required in current role. ie. this qualification will help you progress in your career

Can you confirm your Apprentice is paid at least the National Minimum Wage (YES or NO)?*

YES NO

* For further information, please refer to –www.gov.uk/national-minimum-wage-rates

I, as the Employer, can confirm that the apprentice will be allowed to complete their Apprenticeship within their working hours, including English and maths.

Assistant Accountant and Accounting/Tax Technician Apprenticeship Enrolment Form

Please complete this form using the INTERACTIVE FIELDS

2Updated 26 May 2017

Apprentice Details – to be completed by the Apprentice

Name

Gender Male FemaleDate of Birth

Age

Address

Postcode

Home phone (mandatory if no mobile phone number) NI Number

(Required to start an apprenticeship)Mobile phone

(mandatory if no home phone number)

Most recent school/college attended:

Year completed studies (see left)

Work email (mandatory)

Personal email (mandatory)

Job TitleLength of time in post specific to apprenticeship

Before your apprenticeship, how would you class your situation? (select the most appropriate)

Previously in education Unemployed Employed with a different employer prior to starting apprenticeship

Employed with the same employer prior to starting apprenticeship

Number of months in the situation selected (see left)

Can you please confirm that you are not in receipt of government benefits, for example, JSA, ESA WRAG, Universal Credit, Other (YES or NO)?

YES NO

If the answer is YES to receipt of benefits, you are not eligible to be an Apprentice

If you are not using the drop-down and completing this form by hand, please choose from one of the following categories:

White British (English, Welsh, Scottish, Northern Irish) – Irish, Gypsy or Irish Traveller – Any other White background.

Asian, Asian British Indian – Pakistani – Bangladeshi – Chinese, Any other Asian background.

Mixed, Multiple Ethnic GroupsWhite and Black Caribbean – White and Black African – White and Asian – Any other mixed, multiple ethnic background.

Black, African, Caribbean, Black British African – Caribbean – Any other Black – African – Caribbean background.

Other Ethnic Group Arab – Any other Ethnic Group

What is your ethnic group? Choose one option that best describes your ethnic group or background

3Updated 26 May 2017

Apprenticeship Eligibility – to be completed by the ApprenticeAre the work premises you are based at within the English Borders? (YES or NO)

YES NO

What is your nationality?

Have you lived in the UK or the European Economic Area (EEA) for the last 3 years? (YES or NO)

YES NO

Is there a limit to your stay in the UK? (YES or NO) YES NO

Do you have the right to abode? (YES or NO) YES NO

If YES, please state evidence available

What is your country of domicile? (ie. the place you call home)

Do you have a contract of employment? (YES or NO) YES NO

Please state length of employment (months)

Up to 3 months 4-6 months 7-12 months 12 months+

Are you in employment for more than 30 hours a week? (YES or NO)

YES NO

Please state the number of hours per week

Less than 16 hours 16-19 hours 20-30 hours 30 hours+

Previous Qualifications / Training – to be completed by the ApprenticeAre you currently studying any qualifications (YES or NO)? If YES please provide details below.

YES NO

School/College/University/Training Provider

Qualification being studied

Start Date Expected Finish DateFunded by(eg. School/College/Yourself/Employer)

Hours Per Week

Have you studied with Kaplan previously?(YES or NO)

YES NO

If YES, please provide details:

Have you completed an Apprenticeship or similar before? (YES or NO)? If YES please provide details below.

YES NO

Training Provider /College Name Qualification/Apprenticeship studied Dates To and From

Have you previously gained a degree / HND / HNC / NVQ Level 4 (YES or NO)? If YES please provide details below.NB: Degrees from other countries still apply in England Higher Education Facility Name.

YES NO

Training Provider /College Name Qualification/Apprenticeship studied Dates To and From

4Updated 26 May 2017

Exemptions Please add your grade/outcome (please provide copies of your certificates to your Talent Coach).

Maths GCSE GradeA*-C Grade

English GCSE GradeA*-C Grade

A-Level English Language or Literature

Grade A*-E Grade

A-Level Maths GradeA*-E Grade

Key Skill / Functional Skill (Level and Date Achieved)

Date Level

Household situation Please confirm which of these statements are true by entering AGREE / DISAGREE.

No member of the household in which I live (including myself) is employed

AGREE DISAGREE

None of these statements apply AGREE DISAGREE

The household that I live in includes only one adult (age 18 or over)

AGREE DISAGREE

I confirm that I wish to withhold this information AGREE DISAGREE

There are one or more dependent children (aged 0-17 years or 18-24 years, if full time student or inactive) in the household

AGREE DISAGREE

Learner Support Needs Complete YES or NO If the answer is YES, please state:

Do you consider yourself to have a disability? YES NO

Do you consider yourself to have a learning difficulty? YES NO

Do you feel you will need additional support during your learning programme?

YES NO

Do you have an Education, Health and Care Plan and are aged between 19 and 24 at the start of the programme?* If yes, please provide EHCP to your Talent Coach.

YES NO

Are you a care leaver? YES NO

Prior Attainment Please indicate the number of qualifications you have achieved

GCSE A-C GCSE D-G AS/A-level NVQ Level 1 NVQ Level 2 NVQ Level 3 No Qualifications

Level 4 (eg HNC; Certificates of

Higher Education)Level 5 (eg. HND; Foundation Degrees)

Level 6 (eg. Bachelor’s Degrees, graduate certificates and diplomas)

Level 7+ (eg. Doctorates, Masters degrees, postgraduate certificates and diplomas)

Any other relevant qualifications or experience. For example, any units completed previously

Training Provider /College Name Qualification/Apprenticeship studied Dates To and From

Highest level of qualification, please state the name – e.g. (AAT Advanced Diploma)

5Updated 05 June 2017

Apprentice StatementI confirm all the information provided above is correct and that I have been made aware that I am on a programme funded by the Education and Skills Funding Agency which is part financed by the European Union through the European Social Fund (ESF)

Marketing PolicyFrom time to time we would like to contact you with course information, news and offers which we think you might find useful. If you would prefer not to receive these you may unsubscribe here: www.kaplanfinancial.co.uk/privacypolicy.

Data Protection ActYour Employer will be informed of your results, progress and attendance unless your Employer chooses not to receive this information

Audio / Video Consent

Kaplan Financial Limited is registered under the Data Protection Act. Kaplan Financial Limited processes and retains data in accordance with its registration and the current legislation. We need your consent to appear in audio/video recorded assessments, support visits and Progress Reviews carried out by Kaplan Financial Limited for the purposes of assessment and training.

Personal Learner RecordThe information you supply will be used by the Education and Skills Funding Agency, an executive agency of the Department for Education (DfE), to issue you with a Unique Learner Number (ULN), and to create your Personal Learning Record. For more information about how your information is processed and shared refer to the Extended Privacy Notice available on Gov.UK.

Educational Health Care Plan/Care Leavers

Should you be an Apprentice that has an Educational Health Care Plan or have ever been a child in the care of a local authority prior to starting your apprenticeship, by signing the enrolment form you are giving Kaplan Financial, as the Training Provider, permission to inform your employer.

I declare that I have agreed to my personal information being published within a Kaplan Financial Limited Portfolio and that my name and identity may be revealed therein or by descriptive text or commentary. The copyright of any photographs, audio or video recordings taken of me in connection with the above belongs to Kaplan Financial Limited and I hereby release any rights to royalties in connection therewith. I confirm that I am at least 18 years of age and I have read and understood this agreement. I confirm I am aware of the Kaplan fees and charging policy – www.kaplanfinancial.co.uk/termsandconditions and the Education and Skills Funding Agency complaints procedure – www.gov.uk/complainfurthereducationapprenticeship.

Apprentice SignatureDate

Name

Please complete below if student is under 18 at point of completion of formI am the parent / legal guardian of the individual named above. I confirm I have read this agreement and approve of its terms

Parent / Legal Guardian signature

Date

Name

Phone

This privacy notice is issued by the Education and Skills Funding Agency (ESFA), on behalf of the Secretary of State for the Department of Education (DfE). It is to inform learners how their personal information will be used by the DfE, the ESFA (an executive agency of the DfE) and any successor bodies to these organisations.

For the purposes of the Data Protection Act 1998, the DfE is the data controller for personal data processed by the ESFA. Your personal information is used by the DfE to exercise its functions and to meet its statutory responsibilities, including under the Apprenticeships, Skills, Children and Learning Act 2009 and to create and maintain a unique learner number (ULN) and a personal learning record (PLR).

Your information may be shared with third parties for education, training, employment and well-being related purposes, including for research. This will only take place where the law allows it and the sharing is in compliance with the Data Protection Act 1998.

The English European Social Fund (ESF) Managing Authority (or agents acting on its behalf) may contact you in order for them to carry out research and evaluation to inform the effectiveness of training.

You can opt out of contact for other purposes by ticking any of the following boxes if you do not wish to be contacted:

About course or learning opportunities For survey’s and research By post By phone By email

Further information about use of and access to your personal data, and details of organisations with whom we regularly share data are available at: https://www.gov.uk/government/publications/esfa-privacy-notice

This activity is part-financed by the European Union through the European Social Fund (ESF). ESF supports activities to extend employment opportunities and develop a skilled workforce.

6Updated 05 June 2017

Employer StatementIf applying for apprenticeship funding we, the Employer, confirm that the Apprentice is not an Apprentice with another training provider and we accept full responsibility for the payment of fees due, if any, and the Terms and Conditions detailed in the contract and commitment statement. I confirm that I have read and understood and accept the Terms and Conditions and Policies as defined in the enrolment form and confirm that the working hours will include periods of study / time off for study. I confirm that all the information provided above is correct.

Payment Authorisation

As Employer of the Apprentice for whom this form is completed, we are responsible for payment of amounts due to Kaplan Financial on receipt of invoices, unless credit facilities with Kaplan Financial have been granted in respect of the Apprentice and undertake to inform you in writing promptly of any change to this arrangement. We understand that we are fully responsible for the payment of amounts due to Kaplan Financial in all circumstances (including termination of employment or course cancellation). We confirm that we have read, understood and accept the Terms and Conditions and Policies (as defined below) detailed on www.kaplanfinancial.co.uk/termsandconditions and the Education and Skills Funding Agency complaints procedure www.gov.uk/complainfurthereducationapprenticeship.

Employer Contributions Kaplan accepts no responsibility for changes in funding availability.

Audio / Video Consent

I declare that I have agreed that the copyright of any audio or video recordings taken of me in connection with the above belongs to Kaplan Financial Limited and I hereby release any rights to royalties in connection therewith. Kaplan Financial Limited is registered under the Data Protection Act. Kaplan Financial Limited processes and retains data in accordance with its registration and the current legislation. We need your consent to appear in audio/video recorded assessments, support visits and Progress Reviews carried out by Kaplan Financial Limited for the purposes of assessment and training.

Please confirm YES or NO. Please read the guidance for Apprenticeship Grants for Employers provided within this enrolment pack. Would you like to explore the AGE grant scheme and are you interested in receiving further information and an application pack?

YES NO

Employer Signature

Name

DatePO

number if required

Registered office: 179-191 Borough High Street, London SE1 1HR. Registered in England no. 1028790.

7Updated 12 June 2017

Assistant Accountant Age 16-18 Contribution Age 19+ Contribution

Levy Paying Employer of which levy allocation is being used to fund training None None

Levy Paying Employer - Contribution required if funding outside of levy allocation £900 £900

Non Levy Employer (SME with 50+ Employees) £900 £900

Micro Employer with less than 50 Employees None £900

Kaplan Internal Use Only:If RPL Discount is to be applied, please indicate percentage * We may need to revisit this

%

Accounting Technician Age 16-18 Contribution Age 19+ Contribution

Levy Paying Employer of which levy allocation is being used to fund training None None

Levy Paying Employer - Contribution required if funding outside of levy allocation £900 £900

Non Levy Employer (SME with 50+ Employees) £900 £900

Micro Employer with less than 50 Employees None £900

Kaplan Internal Use Only:If RPL Discount is to be applied, please indicate percentage * We may need to revisit this

%

1 First select your course (If handwritten, please tick box) – then fill in either section 2 Your course preferences OR 3 Your exact course selection

For information purposes, the below indicates the Employer contribution to the Apprenticeship, excluding VAT.

Course SelectionEmployers may be responsible for a contribution towards the Apprentice’s fees depending on the age of the Apprentice on start date of programme. This is to cover the amount of the course that is not funded by the Government scheme or the Levy. The total amount will be invoiced to the Employer. Where applicable, materials provided by Kaplan Publishing Limited, are included in our course fees and made available to you on the first day of your course. Kaplan Financial acts as an agent collecting such amounts. Fees and postage include VAT where applicable. Please note that exam fees are included in your course fees but should a learner have to resit, an examination, this will have to be paid for.

Tick as applicable Please Select your Accounting Technician Pathway

Accounting Technician – AAT Professional Accounting

Accounting Technician – CIMA – Certificate in Business Accounting

Accounting Technician – ACA – Certificate in Finance and Business

Accounting Technician – ATT – Tax

Accounting Technician – ACCA – Foundations in Accounting

Accounting Technician – CIPFA

Options 2 and 3 are on the next page.

8Updated 12 June 2017

Please confirm YES to auto enrol me: YES

Days orEvening Course

CentreExam Booking

2 Next tell us your course preferences – then we will automatically enrol you on the next available course that matches your preferences

NB. Apprenticeship framework training counts towards the Skills Funding Agency rule that off-the-job training must equate to 20% of the overall apprenticeship duration, as part of the contracted employment hours .Should off-the-job learning take place outside of a learner’s normal working hours, then the employer and learner must come to an agreement on how to refund this time.

Please select where you would like your materials to be sent: Home, Work or Alternative address:(For Live Online and OnDemand students ONLY. Classroom students will receive their course material in class.)

Home Address Work Address Alternative Address

Alternative address: (Please ONLY fill this section in if you selected alternative address.)

Postcode:

Please note, whilst receiving Government funding, the course needs to run over a minimum 12 month period. You must fill in either section 2 or 3 so that we can enrol you on a course that suits your needs.

3 Or tell us your exact course selection – Please list the units below with the start date from the timetable (available at http://financial.kaplan.co.uk/TRAININGANDQUALS/ACCOUNTANCY/AAT/Pages/aat-timetables.aspx).

Unit Name Study Method:Classroom / Live Online / OnDemand

Course:Days / Weekends / Evenings / Afternoons / OnDemand

Start Date:Classroom or Live Online ONLY

Course Location:Classroom ONLY

Exam date Exam Location

Personal tax Classroom Days 17/09/17 Manchester 30/09/17 Manchester

Once completed please print, sign and return this form to [email protected]