Courses

Depending on your role and responsibilities, and if your department is FMS certified, there are several finance training courses for which you can register.

Search for courses or use the 'Training Role' dropdown menu to find courses for your role. Click to read course descriptions and register for sessions. CWL ID is required for registration. If you don't have a CWL ID please email us

Title Course Description
Accounts Payable - FSP Find out how to pay for goods and services, as well as how to get an employee reimbursed.  Payment options and travel considerations are also discussed. Info & registration
Budgeting - FSP This module will help you understand how to create a budget and forecast.  Discussion includes key steps, timing and items to consider when dealing with salaries, expenses and funding. Info & registration
ePAF Training This course is designed for departmental administrators who submit hires, terminations, and job changes to Human Resources and Payroll. Info & registration
External Reporting - FSP Our funding often requires reporting to governments, granting agencies and donors. Learn who can help with these requests and what you can do to ensure the reports are complete and accurate. Info & registration
Facilities - FSP This module discusses how to initiate changes to space, repairs, renovations and how to find rooms for special functions.  Major changes, including capital projects, are also reviewed. Info & registration
Faculty Planning - FSP See how your faculty’s strategic plan and targets influence the development of the 5-year plan, the components of the plan, and how departmental resources are aligned to achieve success. Info & registration
FMS Certification Exercise This course is currently offered on an 'as needed' basis. Please get in touch with us so we can help you in your training needs. Info & registration
Hyperion Forecast This course covers the user expectations and timing of the operating report, reviews the skills introduced in Hyperion New User Training. Info & registration
Hyperion Fund Transfer Learn how to process single-line and multi-line funding transfers in Hyperion Planning. Info & registration
Hyperion New User Training This class introduces the concepts and functionalities of Hyperion Planning and provides hands-on training to enter, adjust and review data.  Info & registration
Hyperion Plan/Budget Training This class teaches users how to update the annual operating budget in Hyperion Planning.  Info & registration
Hyperion Smartview Learn how to connect to Smart View, navigate through Web Forms, analyze data in Hyperion Planning and create ad-hoc reports. Info & registration
Internal Reporting - FSP Better reporting will lead to better decision making. This course provides guidance and examples of what a good departmental month end reporting package should include.   Info & registration
Intro to UBC Accounts Payable Policies & Procedures Get a basic understanding of UBC accounts payable policies and procedures. This course is offered online through Canvas. Completion of this course is a prerequisite for Introduction to Accounts Payable. Info & registration
Introduction to Accounts Payable This course is currently offered on an 'as needed' basis. Please get in touch with us so we can help you in your training needs. Info & registration
Introduction to General Ledger Journal Entry This course is currently offered on an 'as needed' basis. Please get in touch with us so we can help you in your training needs.  Info & registration
Introduction to Reporting Tools nVision & PS Query This course is currently offered on an 'as needed' basis. Please get in touch with us so we can help you in your training needs. Info & registration
Inventory & Capital If your department has stock on hand or several pieces of equipment or computers, you will be interested in the best practices discussed in this course concerning tracking and managing inventory and assets. Info & registration
Navigating FMS nQuery This course is a requirement for FMS Live reviewer certification. Get an introduction to FMS nQuery, UBC’s read-only financial database. Delivered online through Canvas, this course provides information and helpful hints on how to efficiently navigate within FMS nQuery. This course is available to staff with financial responsibilities in FMS certified and non-certified departments. Info & registration
OPT Financial Officer Role This course is currently offered on an 'as needed' basis. Please get in touch with us so we can help you in your training needs. Info & registration
OPT-3rd Party Vendors & Delegates This course is currently offered online in Canvas. Click the Info & Registraton link to be taken to the course. Info & registration
OPT-Employee Reimbursements This course is currently offered online in Canvas. Click the Info & Registraton link to be taken to the course. Info & registration
OPT-UBC VISA Card Reconciliations This course is currently offered online in Canvas. Click the Info & Registraton link to be taken to the course.   Info & registration
Payroll & Positions FSP Learn about how to get faculty, staff or students hired, paid or their appointment changed. Info & registration
Procurement - FSP Learn about how to purchase goods and services at UBC. Discussion includes an overview of the procurement steps, when a purchase order is required, the competitive tender process and how to contract services. Info & registration
Revenue - FSP Earning revenue through tuition, course fees and sales of course materials is common. Learn about how to effectively manage these activities to maximize revenue while minimizing risk. Info & registration
UBC Accounting 101 Delivered online through Canvas, this course is an introduction to UBC’s accounting practices and structure for UBC employees who process financial transactions or review financial information. Learn about basic accounting rules and accounting principles, UBC's accounting structure, chartfields, and funds used at UBC. Completion of this course is a prerequisite for Introduction to Accounts Payable and Introduction to General Ledger and Journal Entry. Info & registration
Understanding Report Navigation This course is a requirement for FMS Live reviewer certification. Learn how to retrieve and review month end reports, PG statements, balance sheets, roll up reports by account and fund, and salary/wage related reports. Other monthly reports such as the over/under expenditure reports are also reviewed. This course is offered online and is available to staff with financial responsibilities in FMS certified and non-certified departments. Info & registration