Finance Training Certificate Program
The Division of Business Affairs is excited to introduce a new Finance Training Certificate Program. This program includes three comprehensive certificate levels that lead you through a progressive track of study of the university's financial processes and system.
CERTIFICATE LEVELS
If you have taken the course previously entitled Introduction to Banner Finance, you will be given credit for FIN101-Finance Orientation and BAN101-Banner Navigation.
Level 1 Certification
| HRS | COURSE | DESCRIPTION | PREREQUISITES |
| 1.5 | BAN101 | Banner Navigation | None |
| 2.0 | FIN101 | Finance Orientation | None |
| 2.5 | ACT101 | Intro To Accounting | BAN101,FIN101 |
| 2.0 | ACT102 | AP-Paying the Bill | FIN101,ACT101 |
| 1.5 | ACT103 | Intro to UNCW Travel | FIN101 |
| 1.5 | ACT104 | General and Trust Funds | ACT101 |
| 1.5 | CGT101* | Intro to Contract & Grant Funds | FIN101,ACT101 |
| 2.0 | BGT101 | Intro to Budgets | BAN101,FIN101 ACT101 |
| 2.0 | PUR101 | Purchasing Processes I | FIN101 |
| 1.5 | RCT101 | Petty Cash Requests | FIN101 |
| 2.0 | FIN102 | Year End Processing | None |
| TEC101** | EXCEL (ITSD) | None |
*Course not required for Level 1 certification; completion of this course entitles receipent to a special "Grant Certified" designation on the Level One Certificate.
** Electives
Level 2 Certification
| HRS | COURSE | DESCRIPTION | PREREQUISITES |
|---|---|---|---|
| 4.0 | BAN201 | Requisition Create | BAN101,FIN101 ACT101,BGT101 PUR101 |
| 2.0 | BAN202 | Managing Funds | BAN101,FIN101 ACT101 |
| 1.5 | BGT201 | Banner Budget Revisions | BGT101 |
| 2.0 | BGT202 | Understanding the UNCW Budget System | None |
| 2.0 | PUR201 | Purchasing Processes 2 | FIN101, PUR101,BAN201 |
| 1.5 | ACT201 | UNCW Employee Travel | FIN101, ACT103 |
| 2.0 | ACT202 | Using UNCW E-Travel | FIN101,ACT103 ACT201 |
| 2.0 | BGT203 | Banner Budget Request System | BGT202 |
| 1.5 | RCT201** | Deposit Transmittals | FIN101 |
2.0
1.5 |
PUR202*** and/or PUR203 *** |
P-Card for Cardholders
P-Card for Card Coordinators |
None
None
|
| 1.0 | PUR204*** | P-Card for Budget Authorities | None |
| 1.5 | CGT201* | Using Banner to View Contract/Grant Funds | BAN101, CGT101 |
* Course not required for Level 2 certification; completion of this course entitles receipent to a special "Grant Certified" designation on the Level Two Certificate.
**Electives
***These courses are role specific and are not required for completion of a Level Two Certificate.
Level 3 Certification
| HRS | COURSE | DESCRIPTION | PREREQUISITES |
|---|---|---|---|
| 1.5 | ACT301 | Journal Entries | ACT101 |
| 2.0 | ACT302 | Understanding Interdepartmental Transactions | ACT101 |
| 1.5 | ACT303 | Non-Employee & Student Travel | ACT103 |
| 2.0 | BGT301 | Receipt Supported Budgets | None |
| 2.0 | BGT302 | General Funds Budgets | None |
| 2.0 | BGT305 | The Money Flow | None |
| 1.5 | PUR301 | Independent Contractor Procedures | None |
| 1.0 | PUR302 | Fixed Asset/Equipment Tracking | None |
| 2.0 | BAN301 | Requisition/PO Query Forms | BAN101, FIN101 BAN 201 |
| 2.0 | BGT303** | Banner Position Control | None |
| 2.0 | BGT304** | Personnel Budgets | BGT301, BGT302 |
| 1.5 | CGT301* | Managing Your Contract/Grant Funds | CGT101 |
*Course not required for Level 3 certification; completion of this course entitles receipent to a special "Grant Certified" designation on the Level Three Certificate.
**Electives
Decentralized Billing Certificate
| HRS | COURSE | DESCRIPTION | PREREQUIISITES |
|---|---|---|---|
| 1.5 | BAN101 | Banner Navigation | None |
| 2.0 | FIN101 | Finance Orientation | None |
| 2.5 | ACT101 | Intro to Accounting | BAN101, FIN101 |
| 2.0 | BAN102 | Decentralization Billing | BAN101, FIN101,ACT101 |
