There are no formal entry requirements for this course. However, to support your learning, a good understanding of English and Maths is recommended, ideally at GCSE Grade 4 level or equivalent.

If English is not your first language, please contact us to discuss whether any additional support may be needed or available.

Please note that individuals who have been declared bankrupt or who have a criminal record may not be accepted for IAB membership, which could affect eligibility to sit examinations. We recommend contacting IAB directly for further advice and guidance.

Five units need to be completed:

Unit 1 – Principles of bookkeeping and VAT – Knowledge Test
Unit 2 – Financial Services and payment methods – Knowledge Test
Unit 3 – Prepare and check business documents – Assignment
Unit 4 – Record transactions in a sub-divided bookkeeping system – Examination
Unit 5 – Prepare a trial balance and reconciliations – Assignment

The IAB Level 2 Award in Bookkeeping is made up of five units, each designed to develop more advanced bookkeeping knowledge and practical skills, building on the foundations gained at Level 1.

Unit 1 – Principles of Bookkeeping and VAT (Knowledge Test)
In this unit, learners will develop an understanding of key bookkeeping principles and how they are applied in business. A key focus is the introduction to VAT, helping learners understand how it works within bookkeeping systems and why it is important in financial records. Assessment is completed through a knowledge test.

Unit 2 – Financial Services and Payment Methods (Knowledge Test)
This unit explores different financial services and payment methods used in business. Learners will gain an understanding of how money is transferred, processed, and recorded using a variety of systems. This unit is also assessed through a knowledge test.

Unit 3 – Prepare and Check Business Documents (Assignment)
In this unit, learners will develop practical skills in producing and checking key business documents. This includes ensuring accuracy and understanding the importance of correct documentation within the bookkeeping process. Assessment is completed through an assignment.

Unit 4 – Record Transactions in a Sub-Divided Bookkeeping System (Examination)
This unit introduces learners to recording financial transactions within a more advanced sub-divided bookkeeping system. Learners will demonstrate their ability to accurately record and organise financial data. This unit is assessed through a formal examination under controlled conditions.

Unit 5 – Prepare a Trial Balance and Reconciliations (Assignment)
In the final unit, learners will develop the skills needed to prepare trial balances and carry out reconciliations. This includes checking the accuracy of financial records and identifying discrepancies to ensure accounts are correct. This unit is assessed through an assignment.

Choose the learning style that best fits your goals, lifestyle, and preferred way of studying. Whether you want complete independence, flexible support, or a classroom environment, we have an option to suit you.

Self Study

Learn at your own pace with complete flexibility and full control over your studies.

• Study whenever and wherever it suits you
• Access all course materials online
• Ideal for independent and self-motivated learners
• Progress through the course at a speed that works for you

Self Study Plus (On Demand Learning)

A flexible study option that combines independent learning with the reassurance of support when you need it.

• Start your course at any time
• Learn independently using structured, easy-to-follow materials
• Access tutor support whenever you need extra guidance
• Perfect for learners who want flexibility with added confidence and support

Classroom Delivery (face to face or on-line)

A structured, interactive learning experience delivered face-to-face or online by experienced tutors.

• Learn in a supportive classroom environment
• Receive direct guidance from qualified tutors
• Study alongside other learners for added motivation
• Ideal for those who prefer routine, structure, and live teaching

Extensive resources area available to students based on their booking type

Your package includes:
✔ Access to our own Online learning portal (as applicable)
✔ IAB Pilot/mock exams
✔ Personal tutor available via email and telephone
✔ Exam fees included
✔ All admin fees to sit exams at our approved Hanley Training Centre
✔ No hidden costs. No surprises.

The IAB Level 2 Award in Bookkeeping is assessed through a combination of online knowledge tests, assignments, and a final examination. Before completing the formal assessments, learners are given access to pilot assessments which are designed to support practice and revision. These pilot assessments are not timed and can be taken as many times as needed, allowing learners to build confidence and understanding of the subject content before progressing to live assessments.

Once a learner has successfully completed the pilot assessments, they are able to move on to the live assessments. The majority of units are assessed through open book knowledge tests and assignments, allowing learners to work with learning materials while developing their understanding of more advanced topics, including VAT and sub-divided bookkeeping systems.

The final unit is completed as a timed examination under controlled conditions, ensuring learners can demonstrate their knowledge and practical bookkeeping skills independently. This structure provides a supportive progression route while still maintaining the integrity and standards of the qualification.

Overall, this assessment approach helps learners build confidence gradually, while preparing them for more advanced study or employment in bookkeeping and accounting.

All costs are included in the pricing structure at ATA.   

Course fees include membership fees, tuition, student support resources, and examination fees at our Hanley branch. To secure your place, a 25% course deposit is required. Interest-free payment plans are also available. Please contact us for further details.

Additional membership fees applicable:  £50