Q: You had a long and successful career in banking. What prompted you to make such a significant career change?
A: “After nearly three decades in banking, where I worked on everything from savings and mortgage product design to P&L and liquidity management and risk, I felt it was time for a new challenge. I wanted to leverage my existing financial experience while pursuing self-employment. Bookkeeping seemed like the perfect fit, combining my financial acumen with the meticulous approach I enjoy.”

Q: Why did you choose Training Link for your bookkeeping education?
A: “Transitioning careers can be daunting, but Training Link made it seamless. They offered a fully comprehensive ICB bookkeeping course package with the flexibility and depth that I needed. Their stellar reputation and promise of tailored support were key factors in my decision. And they absolutely delivered on that promise!”

Accelerated Achievement: Completing the Course in Five Months

Q: Completing Level 2, 3, Payroll Management and all of Level 4 in just five months is incredibly impressive. How did you achieve this?
A: “I followed a structured study plan by creating a daily study schedule, focusing on practical exercises and regularly reviewing the course materials. I was highly motivated and immersed myself in the coursework, drawing parallels between my banking experience and the various principles of bookkeeping. The structured modules and practical exercises made the learning process very efficient. However, I must give credit to the Training Link team. Bev, Jo, Zoe, and everyone else were absolutely fantastic. They were incredibly helpful and responded to my numerous questions with lightning speed. Without their support, it simply wouldn’t have been possible.”

Q: What were some of the biggest challenges and rewards you experienced during your studies?
A: “The transition itself was challenging, but the rewards have been immense. I’ve broadened my professional horizons and rediscovered the value of continuous learning. Training Link’s support was crucial, providing resources and guidance that suited my learning style. It’s incredibly satisfying to see how my existing financial knowledge can be applied in a new context.”

Q: Now that you’ve completed your ICB qualifications, what are your plans for the future?
A: “I’m very excited to embark on this new chapter in bookkeeping. My combined banking background and bookkeeping expertise gives me a unique position to offer comprehensive financial services. I look forward to helping businesses and individuals with their financial management. I hope my journey inspires others considering a similar path.”

“My experience underscores the possibilities that come with embracing change and pursuing education. Training Link has been more than an educational provider; they have been a partner in my professional evolution, and for that, I am profoundly grateful.”

John’s journey is a powerful reminder that with dedication, the right support, and a commitment to lifelong learning, anything is possible.

Understanding the ICB Practice Licence:

John’s decision to pursue and obtain an Institute of Certified Bookkeepers (ICB) practice licence is a significant step in establishing himself as a credible and trustworthy bookkeeper. It’s not just a certificate on a wall; it’s a testament to his commitment to the highest standards of professional practice.

• Rigorous Standards: The ICB is a globally recognised professional body. To obtain a practice licence, John would have demonstrated a comprehensive understanding of bookkeeping principles, practices, and ethical conduct. He would have been assessed on his competence in areas such as financial accounting, tax compliance, and payroll management.
• Regulatory Compliance: The ICB ensures its members are kept up-to-date with the latest changes in legislation and regulations. This is crucial for clients, as it minimises the risk of errors and penalties. John’s ICB practice licence signifies that he is committed to maintaining this currency of knowledge.
• Ethical Conduct: ICB members are bound by a strict code of ethics, which ensures integrity, confidentiality, and professionalism in all client interactions. This provides clients with peace of mind, knowing their sensitive financial information is handled with the utmost care.
• Professional Indemnity Insurance: A mandatory requirement for ICB practice licence holders is professional indemnity insurance. This protects both John and his clients in the event of any errors or omissions. This is a crucial element that distinguishes a professionally licensed bookkeeper from an un-licenced individual.
• Continued Professional Development (CPD): The ICB requires its members to engage in ongoing CPD. This ensures that John’s skills and knowledge remain relevant and up-to-date, reflecting the dynamic nature of the financial industry.

John’s combination of banking background and holder of an ICB practice licence positions him as a uniquely qualified bookkeeper. His banking experience provides him with a deep understanding of financial systems, while his ICB certifications ensures he adheres to the highest professional standards. This combination allows him to offer comprehensive financial services that go beyond basic bookkeeping.