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Finance Training for Staff

Finance Training

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

Prerequisites are identified to assist with the development of a clear understanding of course material. Attendance in a prerequisite is required for admission to any course.

Electives may be required for certificate completion.  Please check with the training administration team.

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

Course # Course Name Hours Recommended Prerequisites
ACT101
Introduction To Accounting (Online)
1.5
None
ACT 103
Introduction To UNCW Travel (Online)
1.5
None
ACT104
Understanding Your General and Trust Funds (Online)
1.0
ACT101
ACT105
Banner Account Codes (The Data Dictionary) (Online)
2.0
ACT101
BAN101
Introduction to Banner 9 (Online)
1.5
None
BGT101
Introduction 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 
2.0
None
RCT101
Petty Cash Reimbursement Process (Online)
1.5
None
Electives (Optional)
ACT106
Taxation Overview (Online)
1.5
None
ACT107
Non-Student Billing (Online)
1.0
None
CGT101*
Introduction to Contract and Grant Funds (Online)
1.5
None

*Completion of this course entitles the recipient to a special "Grant Certified" designation on the corresponding level certificate.

Level Two Course Requirements

Course # Course Name Hours Recommended Prerequisites
ACT201 UNCW Employee Travel (Online) 1.5 ACT103
ACT206 Chrome River Travel 4.0 None
ACT207 Chrome River Direct Pay 2.0 None
ACT208 Wire Transfer and Interagency Transfer Payments (Online) 1.0 None
BAN202 Managing Funds (Online) 2.0 BAN101, ACT101
BGT201 Banner Online Budget Revisions (Online) 1.5 BAN101, BGT101
PUR206 uShop Requester/Shopper 4.0 None
Electives (Optional)
ACT203 Nonresident Alien Taxation and Compliance (Online) 1.5 None
ACT204** Visa Travel Card Training (Online) 1.5 None
BGT204 Understanding SRCI Budget Revisions (Online) 2.0 BGT101
CGT201* Using Banner to View Contract and Grant Funds (Online) 1.5 BAN101, CGT101
PCI201 PCI Awareness Training (Online) 1.5 None
PUR202** PCard Training for Cardholders (Online) 2.0 None
PUR204** Purchasing Card Approver Training (Online) 1.0 None
RCT201 Departmental Receipting Privileges (Online) 1.5 None
RCT202 Departmental Receipting Privileges Renewal Course (Online) 1.0 RCT201

*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).

Level Three Course Requirements

Course # Course Name Hours Recommended Prerequisites
ACT303 Non-Employee and Student Travel (Online) 1.5 ACT103
ACT304 Fixed Asset (Online) 1.0 None
ACT305 Journal Entries, Interdepartmental Invoices and PDF Combining and Signing (Online) 1.5 ACT101
BAN301 Requisition/PO Query Forms 2.0 BAN101, PUR206
BGT301 Receipt Supported Budgets (Online) 2.0 None
BGT302 General Funds Budget (Online) 2.0 None
BGT305 The Money Flow (Online) 2.0 None
PUR301 Independent Contractor Procedures (Online) 1.5 None
Electives (Optional)
BGT303 Banner HR Position Control (Online) 2.0 None
BGT304 Banner Finance and Banner HR Personnel Budgets (Online) 2.0 None
CGT301* Contract and Grant Funds (Online) 1.5 CGT101

*Completion of this course entitles the recipient to a special "Grant Certified" designation on the corresponding level certificate.

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