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AAT Level 2 – Work Effectively in Finance – Module 4/5


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Work Effectively in Finance

This unit will help students to develop the professional skills and behaviours needed in the workplace. While this unit is set in the context of the finance function, these skills are transferable to many other working environments. Students will understand the work of the finance function and why that work is important to an organisation. They will understand that finance employees require more than numerical skills: they also need interpersonal and written communication skills. Students will learn the importance of being an effective employee and what this means, and how to work as part of a finance team. Students will be able to identify activities that develop current skills and knowledge, and those that will help them achieve future career aspirations. Students will understand how to ensure data security and the importance of maintaining confidentiality of information. Students will understand why corporate social responsibility is important and what actions individuals can take to ensure that they behave ethically and support sustainability.

Learning Outcomes:

  1. Understand the finance function within an organisation
  2. Use personal skills development in finance
  3. Produce work effectively
  4. Understand corporate social responsibility (CSR), ethics and sustainability within organisations

Additional information

Type of Course

classroom, webinair, online


The AAT Accounting qualification provides the perfect pathway to a successful career in finance and accountancy. We are one of the UK’s leading AAT providers and offer students a unique mix of practical expertise with vital theoretical teaching. Whether you’re a school-leaver, re-training or returning to work, our courses offer the ideal route into accountancy.

Sepera College, 28-29 The Broadway, no:1 Ealing Broadway, London, W5 2NP

+44 (0) 203 865 7964

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