Certificate Levels
The Finance Certificate Training Program is comprised of three comprehensive certificate levels containing instructor led, hands on and computer based training (online) courses and electives.
Prerequisites and Electives
Recommended prerequisites are identified to assist with the development of a clear understanding of course material. Attendance in a prerequisite is not required for admission to any course.
Electives are not required for certificate completion.
Courses and electives are shown in alphabetical order for clarity purposes only. Attendance in these courses is not required in the order shown.
Level One Course Requirements |
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Course # |
Course Name |
Hours |
Recommended Prerequisites |
| ACT101 | Intro To Accounting (Online) | 1.5 | None |
| ACT103 | Intro to UNCW Travel (Online) | 1.5 | None |
| ACT104 | General and Trust Funds (Online) | 1.0 | ACT101 |
| ACT105 | Banner Account Codes (The Data Dictionary) (Online) | 2.0 | ACT101 |
| BAN101 | Banner Navigation (Online) | 1.5 | None |
| BGT101 | Intro to Budgets (Online) | 2.0 | ACT101 |
| FIN101 | Finance Orientation (Online) | 1.0 | None |
| FIN102 | Year-End Processing (Online) | 2.0 | None |
| INT101 | Overview of Internal Controls (Online) | 1.0 | None |
| PUR101 | Purchasing Processes I (Online) | 2.0 | None |
| RCT101 | Petty Cash Requests (Online) | 1.5 | None |
Level One Electives (Optional) |
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| ACT106 | Taxation Overview (Online) | 1.5 | None |
| ACT107 | External Invoicing (Online) | 1.0 | None |
| BAN103 | Querying Self Service Banner (SSB) Finance via SeaNet | 1.0 | None |
| CGT101* | Intro to Contract & Grant Funds (Online) | 1.5 | None |
Level Two Course Requirements |
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Course # |
Course Name |
Hours |
Recommended Prerequisites |
| ACT201 | UNCW Employee Travel (Online) | 1.5 |
ACT103 |
| ACT206 | Chrome River Travel | 4 |
None |
| ACT207 | Chrome River Direct Pay | 2 |
None |
| BAN202 | Managing Funds (Online) | 2.0 |
BAN101, ACT101 |
| BGT201 | Banner Budget Revisions (Online) | 1.5 | BAN101, BGT101 |
| PUR201 | Purchasing Processes II (Online) | 2.0 | PUR101 |
| PUR206 | uShop Requester/Shopper | 4.0 |
None |
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Level Two Electives (Optional) |
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| ACT203 | Nonresident Alien Taxation & Compliance (Online) | 1.5 | None |
| ACT204** | Visa Travel Card Training | 1.5 | None |
| BGT204 | Flexing with the Stars (Online) | 2.0 | BGT101 |
| CGT201* | Using Banner to View Contract/Grant Funds (Online) | 1.5 | BAN101, CGT101 |
| PCI201 | PCI Data Security Awareness (Online) | 1.5 | None |
| PUR202** | P-Card for Cardholders (Online) | 2.0 | None |
| PUR204** | P-Card for Budget Authorities (Online) | 1.0 | None |
| RCT201 | Departmental Receipting Privileges (Online) | 1.5 | None |
| RCT202 | Renewal of Departmental Receipting Privileges (Online) | 1.0 | RCT201 |
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Level Three Course Requirements |
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Course # |
Course Name |
Hours |
Recommended Prerequisites |
| ACT301 | Journal Entries (Online) | 1.5 | ACT101 |
| ACT302 | Understanding Interdepartmental Transactions (Online) | 1.0 | ACT101 |
| ACT303 | Non-Employee & Student Travel (Online) | 1.5 | ACT103 |
| BAN301 | Requisition/PO Query Forms | 2.0 |
BAN101, PUR206 |
| BGT301 | Receipt Supported Budgets (Online) | 2.0 | None |
| BGT302 | General Funds Budgets (Online) | 2.0 | None |
| BGT305 | The Money Flow (Online) | 2.0 | None |
| PUR301 | Independent Contractor Procedures (Online) | 1.5 | None |
| PUR302 | Fixed Asset/Equipment Tracking (Online) | 1.0 | None |
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Level Three Electives (Optional) |
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| BGT303 | Banner Position Control (Online) | 2.0 | None |
| BGT304 | Personnel Budgets (Online) | 2.0 | None |
| CGT301* | Managing Your Contract/Grant Funds (Online) | 1.5 | CGT101 |
*Completion of this course entitles the recipient to a special "Grant Certified" designation on the corresponding level certificate.
**These courses are role specific and are required for issuance of a university credit card (Travel and/or P-Card).
