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

 

 

Course #

Course Name

Hours

Recommended Prerequisites

ACT101 Intro To Accounting 2.0 None
ACT102 AP-Paying the Bill 2.0 None
ACT103 Intro to UNCW Travel (Online) 1.5 None
ACT104 General and Trust Funds (Online) 1.0 ACT101
ACT105 uShop Expenditures 1.5 ACT101
BAN101 Banner Navigation (Online) 1.5 None
BGT101 Intro to Budgets 2.0 ACT101
FIN101 Finance Orientation 1.0 None
FIN102 Year End Processing 2.0 None
PUR101 Purchasing Processes I 2.0 None
RCT101 Petty Cash Requests 1.5 None

 

Level One Electives (Optional)

 

 
ACT106 Taxation Overview (Online) 1.5 None
ACT107 External Invoicing 1.0 None
BAN103 Querying Self Service Banner (SSB) Finance via SeaNet 1.0 None
CGT101* Intro to Contract & Grant Funds 1.5 None

 

 

Level Two Course Requirements

 

 

Course #

Course Name

Hours

Recommended Prerequisites

ACT201 UNCW Employee Travel (Online) 1.5 ACT103
ACT202 Using UNCW E-Travel 2.0 ACT103, ACT201
BAN202 Managing Funds 2.0

BAN101, ACT101

BGT201 Banner Budget Revisions 1.5 BAN101, BGT101
PUR201 Purchasing Processes II 2.0 PUR101
PUR206 uShop Requester/Shopper 4.0

None

 

Level Two Electives (Optional)

 

 

ACT203 Nonresident Alien Taxation & Compliance (Online) 1.5 None
ACT204** Travel Card for Cardholders 1.0 None
ACT205** Travel Card for Administrators 2.0 None
BGT204 Flexing with the Stars 2.0 BGT101
CGT201* Using Banner to View Contract/Grant Funds 1.5 BAN101, CGT101
PCI201 PCI Data Security Awareness (Online) 1.5 None
PUR202** P-Card for Cardholders 2.0 None
PUR203** P-Card for Card Coordinators 1.5 None
PUR204** P-Card for Budget Authorities 1.0 None
RCT201 Departmental Receipting 1.5 None
RCT202 Renewal of Deparmental Receipting Privileges 1.0 RCT201

 

 

Level Three Course Requirements

 

 

Course #

Course Name

Hours

Recommended Prerequisites

ACT301 Journal Entries 1.5 ACT101
ACT302 Understanding Interdepartmental Transactions 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 2.0 None
BGT302 General Funds Budgets 2.0 None
BGT305 The Money Flow 2.0 None
PUR301 Independent Contractor Procedures 1.5 None
PUR302 Fixed Asset/Equipment Tracking 1.0 None

 

Level Three Electives (Optional)

 

 

BGT303 Banner Position Control 2.0 None
BGT304 Personnel Budgets 2.0 None
CGT301* Managing Your Contract/Grant Funds 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).

 

 


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