- The AT designation is formal recognition of your practical accounting skills and experience
- Choose from one of three pathways to become an AT and broaden your career options
- ATs may be able to work in financial roles including payroll, account management, budget preparation and more
Build the foundations
Accounting Technicians (ATs) prepare and manage financial accounts across different areas of finance and business. Currently the designation is only available in New Zealand.
Their skills are valued by organisations that employ qualified ATs in roles such as account management, payroll, budget preparation or assistant finance manager.
Our flexible, detailed training program has learning options to suit different individuals.
Whether you’re just starting out in your accounting career or building on the experience you already have, you can earn the AT designation through practical, academic or on-the-job learning.
Pathways to membership
You can apply for membership and start your journey through one of the following pathways:
- Vocational pathway: a practical study path covering a range of practical accounting topics.
- Academic pathway: a formal academic qualification covering accounting and business management.
- Experience pathway: An assessment of your practical skills and experience against set competencies, gained through on-the-job training.
If you choose the vocational or academic pathway you will also need to satisfy practical experience requirements. All candidates are required to complete the professional ethics program.
Practical experience complements your educational requirements by providing the opportunity to apply your knowledge.
It can also provide you with the knowledge, professional skills and hands-on learning to excel and stand out.
You must complete two years of relevant accounting employment; at least 17.5 hours per week for a minimum of three months in one role (full time equivalent based on a 35 hour week).
Relevant accounting employment provides experience in at least one of the following areas:
- Financial accounting
- General practice
- Management accounting
- Financial management
- Financial advice
- Information systems
- Comparable sub-divisions of accounting
This experience will be verified by your supervisor or manager and reviewed by a current Chartered Accountants ANZ member.
Relevant Accounting Employment Form
Download the Verification of Relevant Accounting Employment formDownload now
Download the PETH Enrolment formDownload form
Professional Ethics is also an integral part of the designation.
The Professional Ethics Module (PETH) is specifically tailored for Chartered Accountants ANZ members. It takes approximately 50 hours of online study to complete (approximately five weeks).
The course is offered in partnership with a UK-based external provider, Home Learning - AVADO, and consists of one tutor marked assignment and one examination.
You need to be a provisional member of the College of Accounting Technicians before you can register for PETH.
Pathways to becoming an AT
This pathway covers a range of practical accounting topics, leading to an AAT Diploma in Accounting, a qualification developed by the Association of Accounting Technicians in the UK.
Benefits of enrolling in the AAT Foundation Certificate in Accounting course include:
- Working at your own pace while studying the online units
- Practical and theoretical skills you learn are designed to be relevant to your current working role
- Continue to earn while you learn
- Progress to an AAT accounting qualification (AAT Foundation Certificate in Accounting)
- Part-time study
Ready to apply?
Download the form to get started.Apply now
To enrol in the AAT Foundation Certificate (Level 2 certificate), you must have:
- A secondary school or higher qualification in English and Maths
- A keen interest in accounting as a profession
- Regular access to the internet and a PC which meets the course requirements
- Good English language skills (if English is not your first language, you need an IELTS 5.5 or equivalent)
- Be a provisional member and be able to sit assessments at AAT exam venues in New Zealand or AAT approved venues overseas
To enrol in the AAT Advanced Diploma (Level 3 Diploma), you must:
- Have an existing AAT Foundation Level 2 or equivalent recognised qualification; or
- Be able to demonstrate appropriate knowledge through work experience.
To enrol in the AAT Professional Diploma, you must have:
- Achieved the AAT Advanced Level 3 Diploma or hold a recent degree in Accounting or Finance.
Once you have completed the AAT Professional Diploma in Accounting (Level 4) you will need to complete the practical experience and professional ethics requirements before applying for full AT membership.
This pathway enables you to become an AT through academic study, through face-to-face or online course delivery.
You will need to complete the New Zealand Diploma in Business or equivalent university degree level study. You can apply to become a provisional accounting technician while you study towards an approved course.
Once you have successfully completed this course, you have the option to progress to the ACA or CA designation.
You will need to complete a core component covering a range of business subjects. Example topics include: accounting; sales and marketing; HR; risk management; and developing business relationships with stakeholders.
Strand specific components
For the accounting strand, there are a range of outcomes associated with accounting technical knowledge and skills, and people skills including:
- Apply accounting concepts and standards to prepare financial statements and reports
- Prepare budgets and monitor business performance against budgets
- Apply tax rules for individuals and small business
- Analyse and interpret financial information to inform decision making
- Research and communicate technical financial information for a business entity’s performance
Once you have met the academic requirements, you will need to complete the practical experience requirements and professional ethics online course before applying for full AT membership.
Register your interest
To register your interest, contact us.Contact us
This pathway is open to anyone with at least five years’ accounting work experience, who does not want to study for a full academic qualification.
Going down this path enables you to become a full member of the College of Accounting Technicians and use the designation ‘AT’ after your name.
Assessment of Competence
You will need to complete an Assessment of Competence with the support of your referee/manager, documenting the skills and knowledge you have gained through work experience or formal training. The assessment is verified by a referee.
You can prepare your Assessment of Competence by reviewing the detailed assessment criteria within our guidelines.Download the guidelines
You also need to have successfully completed the Assessment of Competence and Professional Ethics online course within 12 months of becoming a provisional AT member.Download the form
Information for Employers
Having skilled ATs on your finance team can help ensure your accounting processing and knowledge is accurate, up-to-date and best practice.
Employees who go through our AT training will be more confident and valuable contributors to your business – regardless of the level of their role.
Benefits of having ATs on your team:
- Improved accuracy, productivity and work standards
- A highly skilled team at all levels
Our multi-entry program can be made relevant and accessible to a range of your employees, from those who are new to accounting to more experienced employees.
- Work with your employees to determine the most appropriate pathway for their development
- Verify your employee’s work experience
- Invest in their development by paying for or contributing towards their membership fees.
Contact us for more information.Contact us
Information for Mentors
Mentors play a significant role in developing, monitoring and training our future members.
Mentors not only verify that a candidate has gained the required practical experience for membership and qualifications; they add value to a candidate by sharing their experience and knowledge.
In order to become a mentor with us, you need to be confident that you have the required knowledge, skills and professionalism to undertake a mentoring role.
Additionally, you need to be a full member of Chartered Accountants Australia and New Zealand or a member of a GAA body with full recognition agreement with Chartered Accountants ANZ.
Who can I mentor?
- A full CA member can mentor provisional CAs, ACAs and ATs.
- A full ACA member can mentor provisional ACAs and ATs.
- A full AT member can mentor provisional ATs.
You can mentor candidates who do not work in the same organisation as long as you are confident you can support and guide them.
External mentors will need to have access to a candidate’s work, which means that the candidate’s employer should always be aware of the mentoring relationship.
You will need to notify us of any new mentoring relationship by completing a Practical Experience Agreement.
You will also be responsible for completing a final report when you are satisfied that a candidate has completed all the required competencies to the appropriate level. Your report will accompany a candidate’s application for membership.