AAT Transitional Assessments: Last Chance

Posted by: Jannike Post Date: 26th November 2014

If you are yet to complete an AAT level on the AQ2010 standard, you have until the end of December to take any transitional assessments required, or you may lose certain units.

Those currently studying for an AAT qualification are probably aware of the changes to the AAT syllabus that took place last year. If you have not yet completed an AAT level from AQ2010, you may be thinking of doing the transitional assessments so that you can continue studying the level on the AQ2013 standard.

AAT Transitional Assessments

A lot of students I speak to worry that their past achievements will be scrapped if they don’t complete their current AAT level by 31st December 2014. To put your mind at ease, this is not the case, as long as you complete the relevant transitional assessment.

Completing the assessment means that, if you are half way through your AQ2010 AAT qualification, and you do not complete it by 31st December 2014, you will be automatically transferred onto the AQ2013 standard, and will not lose any of the units that you completed previously.

The majority of AAT units can be transferred automatically without you having to do any further work on them. However, there have been some changes in some of the units, meaning you will have to sit the transitional assessment to bring them up to date.

The following information will show you exactly how AQ2010 and AQ2013 match up, and where transitional assessments need to be taken.

Level 2

AQ2010 UnitsAQ2013 Units
Basic Accounting I (BA1)Processing Bookkeeping Transactions (PBKT)
Basic Accounting II (BA2)Control Accounts, Journals and Banking Systems (CJBS)
Basic Costing (BCCG)Basic Costing (BCST)
Computerised Accounting (CMPA)Computerised Accounts (CPAG)
Work Effectively in Accounting and Finance (WEAF)Work Effectively in Accounting and Finance (WKAF)

There are only two units that require transitional assessments, as follows:

  • BCCG to BCST
  • WEAF to WKAF

All the other units will be automatically transferred to the AQ2013 standard, so no action is necessary.

Examples of the level 2 transitional process

1. Jannike has completed all of her units under AQ2010, except BCCG. What is her option?

She needs to do a transitional test on WEAF to transfer into WKAF and she will need to complete BCST in order to complete level 2. If Jannike doesn’t sit the test by 31st December 2014, she would need to re do WKAF as well as BCST.

2. Luke has only completed 2 units. BA1 and BA2. What does he need to do?

Luke doesn’t need to do anything. Both units will be automatically transferred to the AQ2013 standards

Level 3

AQ2010 UnitsAQ2013 Units
Accounts Preparation I (API)Accounts Preparation (ACPR)
Accounts Preparation II (APII)Prepare Final Accounts for Sole Traders and Partnership (FSTP)
Costs and Revenues (CRS)Costs and Revenues (CSTR)
Cash Management (CMGT)No equivalent on AQ2013
Indirect Tax (ITX)Indirect Tax (ITAX)
Professional Ethics in Accounting and Finance (PEAF)Professional Ethics in Accounting and Finance (PETH)
Spreadsheet Software (SPSW)Spreadsheet Software (SDST)

 

There is only 1 unit for which you will need to sit a transitional assessment at this level:

  • PEAF to PETH

All the other units from level 3 will automatically be transferred to the new AQ2013 standard, without you having to do anything.

Examples of the level 3 transitional process

1. Bridget has completed API, APII, CRS and PEAF. What does she need to do?

API, APII and CRS will be automatically transferred to the AQ2013 standards. She will need to do a transitional test to transfer PEAF to PETH. If she doesn’t sit the test by 31st December 2014, she will need to restart PETH. To complete her level 3, she then needs to do ITAX and SDST.

2. Ben has completed all the units except CMGT. What does he need to do?

Ben will need to sit a transitional test to transfer PEAF to PETH. If he doesn’t sit the test by 31st December 2014, he will need to restart PETH. Ben does not need to do CMGT.

Level 4

AQ2010 UnitsAQ2013 Units
Financial Performance (FNPF)Financial Performance (FPFM)
Budgeting (BGT)Budgeting (BDGT)
Financial Statements (FNST)Financial Statements (FSTM)
Internal Controls and Accounting Systems (ICAS)Internal Controls in Accounting Systems (ISYS)

Level 4 Optional units

No equivalentCash Management (CSHM)
Credit Management and Control of Debt (CRMC)Credit Control (CRDC)
Business Tax (BTX)Business Tax (BTAX)
Personal Tax (PTX)Personal Tax (PTAX)
External Auditing (EXA)External Auditing (EXTA)

 

At level 4, there is only one unit for which you will need to sit a transitional assessment:

  • ICAS to ISYS

All the other units from level 4 will automatically be transferred to the new AQ2013 standard.

If you have previously completed Cash Management (CMGT) in level 3 AQ2010, you will not be able to transfer to CSHM level 4, as they are not equivalent units.

Examples of the level 4 transitional process

1. Paige has completed all her level 4 except ICAS. What does she need to do?

Paige will need to do ISYS and all her other units will be automatically transferred into 2013 standards.

2. Jack has completed all of his compulsory units and BTX. Can he transfer his level 3 CMGT to level 4 CSHM? What does he need to do?

Although both CMGT and CSHM are Cash Management, they do not equivalent to each other. So Jack will not be able to transfer CMGT to CSHM. In order to complete the level 4 in AQ 2013 standards, Jack will have to do a transitional test on ICAS to transfer to ISYS by 31st December. If he does not do the test by the end of the year, he will need do ISYS. Then choose one of the optional units either CSHM/CRDC/EXTA/PTAX to complete his level 4.

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