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Financial Management Certificate Program
The Financial Management Certificate Program is a program building on the financial components of the Business Officer Institute (BOI). Enrollment in these courses requires completion of BOI. The Financial Management Certificate Program consists of a total of eight classes of comprehensive instruction in major topic areas critical to successful financial management. You are welcome to take one or a few courses in areas of particular interest to you, or you may choose to work toward a certificate in Financial Management.
To earn a Certificate, you must take at least seven courses (a total of 20 hours of instruction) including all five classes listed as “required”. To be eligible for a Certificate, all course work must be completed in a two-year time span.
The Financial Management Certificate Program consists of the following courses. For those individuals seeking the Certificate, it is recommended that the required courses be taken in sequence. Ethics and Fraud in the Workplace is a prerequisite for all other courses.
Required
Ethics & Fraud in the Workplace (prerequisite) - 3.5 hours
Office of the Controller & Internal Controls - 2 hours
Stewardship, Accountability and Regulatory Compliance - 3.5 hours
Resource Management - 3.5 hours
Risk Assessment - 2 hours
Optional
Fund Accounting - 3 hours
UC Tax Issues - 3.5 hours
UCSB Budget Process - 3.5 hours
Disaster and Business Continuity Planning - 3 hours
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