Training Schedule

Participation is highly encouraged for new employees in a financial role, as well as veteran employees who would like a “refresher” on certain topics, policies, or systems. While these courses are most beneficial for staff in financial roles, all UCSB staff are welcome to participate.

None of these courses are required, however participation is highly encouraged for employees in financial roles. For employees who wish to obtain a certificate, however, completing six of the seven courses is required.

Six (6) courses must be completed to earn the Finance 101 Certification.

The following courses may be completed in any order:

1. Ethics & Fraud in the Workplace
2. Fund Accounting & the Chart of Accounts
3. Reporting & the Data Warehouse
4. University Travel & Concur
5. Purchasing Fundamentals
6. Entertainment Policies & Procedures

All courses will be repeated in the future, and asynchronous learning options (e.g. recordings, e-learnings, etc.) are also in development and will be shared as soon as they’re available.

No. Each course is free of charge.

If a course becomes full, you’ll see a “Going to Waitlist” notification in the UC Learning Center. In this case, you can either register for a different offering of the course if one is available, or add yourself to the Waitlist. To add yourself to the Waitlist, click the “ADD” button to put yourself on the WaitList to be notified if space becomes available.

Subscribe to the Office of Financial Training email list! This will allow you to automatically receive notifications when new or additional trainings become available. 

This can be done in two separate steps in the UC Learning Center: 

1. Register for the new training you want to attend.
2. Cancel your registration for the training you can no longer participate in.

If you need assistance with this, please contact financialtraining@ucsb.edu. 

This is a limitation of the UC Learning Center, but your UCLC administrators can help. Email financialtraining@ucsb.edu with the name, date, and time of the new training you want to participate in, and we'll get you signed up.

Unless the training has multiple sessions that require your participation, you only need to sign up for one of the offerings.

The current training catalog contains only live trainings, however there are plans to develop asynchronous learning opportunities later in 2024. Subscribe to the Office of Financial Training email list to be notified when these learning options become available.