Courses & Schedules

Curriculum Courses for University Track
Curriculum Courses for Health System Track


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Financial Certification Program - Financial Systems Specialist

A variety of technology applications, including Duke's enterprise SAP system, support Duke's operations, core financial processes, and the safeguarding of Duke's resources. The Financial Systems Specialist certification is designed for Duke employees for whom the use of such systems is central to the successful fulfillment of job responsibilities. This program, with a significant focus on key technology applications, will develop a highly-qualified user of Duke primary financial systems, promote broader understanding of financial responsibilities, enhance the ability to ensure financial compliance with established policies and procedures, and provide a credential recognized and respected throughout the Duke community. Certified employees will exit the program with enhanced skills as outlined in detail in the Outcomes Outlines. Managers throughout Duke are encouraged to use their employee-participants in value-added roles by:
  • Delegating additional work and responsibilities to the participant
  • Supporting employee growth and development from certification
  • Seeking newhires who have completed certification
Format: Certification or Learning Track
For More Info:

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Introduction to Duke Accounting and Business Practice

The Introduction to Duke Accounting and Business Practice is designed for new employees or individuals new to financial responsibilities. It introduces basic accounting terminology, the cost object structure, and commonly used business processes and transactions. As you register, please note that separate sessions are offered for Duke University/School of Medicine and Duke University Health System.

Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Employees or individuals new to handling Duke financial responsibilities
Duration: 3 hours
Format: Classroom Training
To Register:
Related Materials: How to Access This Training in Duke's LMS (pdf)

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Introduction to Duke General Ledger (G/L) Accounts

The Duke G/L Accounts training is designed for new employees or individuals new to financial responsibilities, and is designed to follow Introduction to Duke Accounting and Business Practices. Delivered on-demand, this video series introduces participants to the various types of G/L accounts, discusses key criteria used to determine appropriate G/L accounts based on a situation, reviews web resources available to assist with this determination, outlines how different roles interact with G/L accounts, and describes common errors and how to avoid them. Participants are strongly encouraged to attend Introduction to Duke Accounting and Business Practices prior to beginning this training.

Videos are grouped into series based on user roles. Be sure to select the video series that best fits your role.
  • Introduction to Duke General Ledger Accounts – SAP Classes – this video series is designed for those who will be attending any SAP classroom training. This will individuals participating in the Financial System Specialist Certification Program or those fulfilling prerequisite requirements to participate in certification supporting grant administration.
  • Introduction to Duke General Ledger Accounts - Payroll Rep-Company 10 - this video series is designed for Department Payroll Representatives who work in Duke University or the School of Medicine.
  • Introduction to Duke General Ledger Accounts – Payroll Rep – DUHS – this video series is designed for Department Payroll Representatives who work in Duke University Health System.
  • Introduction to General Ledger Accounts - Procure to Pay Specialist – this video series is designed for participants in the Procure to Pay Specialist certification program.
  • Introduction to General Ledger Accounting – TRaC Representatives – this videos series is designed for participants in the TRaC Representative certification program.
  • Introduction to General Ledger Accounting – Research Administration – this video series is designed for participants in the RAA Certification or for those in grant specific jobs.


Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Prerequisite(s): 1. Introduction to Duke Accounting and Business Practice
Duration: Varies depending on series
Format: Classroom Training
To Register:
Related Materials: How to Access This Training in Duke's LMS (pdf)

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SAP Hospital and Health System Reporting

This course focuses on how to run, navigate, and understand Health System profit center and cost center reports. The course is taught in the SAP Production client. Topics include how to export reports to Excel (required by Hospital Finance for monthly budget variance reports) and how to print reports. While the drill down process is covered, the details on documents are not included in this course.

To gain the most benefit from this class:

  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.


Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Employees of the Health System that are responsible for reporting of a Hospital Clinical Business Unit or Health System department and use nine digit cost object numbers.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Hospital and Health System Reporting User Guide (webpage)
How to Access This Training in Duke's LMS (pdf)

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SAP University Reporting: Non-Restricted

This course focuses on how to run, navigate, and understand reports for Duke University INDIVIDUAL cost centers, profit centers, and Plant related projects. The class is taught in the SAP Production client. New custom reports, line item detail reports, and reports for cash balances and overdrafts are taught. Printing and exporting reports to Excel is covered. While the drill down process is covered, the details on documents are not included in this class. To gain the most benefit from this class:
  1. Be certain you can log into SAP (using your own User Name and ID).
  2. Please bring a few Cost Objects (Fund Codes) specific to this course that you can use.
Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Those within Company Code 10 and are responsible for reporting or reconciling of seven-digit, non-restricted cost objects
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: University Reporting-Non Restricted SAP Manual (webpage)
Registering and Completing the SAP University Reporting: Non-Restricted Training in the Duke LMS (pdf)

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SAP Reconciliation and Documents

This course provides information about the reconciliation of financial transactions using SAP reports, including the GAP procedures that must be followed. The course also provides details for common SAP documents that are displayed via the report drill-down function, such as Purchase Requisitions, Purchase Orders, Invoices and Payments, Imprest Cash, Journal Entries, and Internal Orders. The content includes a list of document types to help in the report drill-down function and what data are available for the most common documents. Various ways to research these documents in SAP are also covered. This course does not cover how to create the various documents.

Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Those responsible for reconciling financial transactions on reports or tracking/looking up vendor invoice payments, and/or need to know how to research or find information about common SAP documents.
Prerequisite(s): 1. SAP User Name and Password
2. Introduction to SAP at Duke
3. Introduction to Duke Accounting and Business Practice
4. Introduction to Duke G/L Accounts
5. Any SAP Reporting Class
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: How to Access This Training in Duke's LMS (pdf)
SAP Reconciliation and Documents Guide (webpage)

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SAP Journal Entry

This class provides experience in how to prepare and post or park various kinds of journal entries. The approval/posting of parked documents for others, as well as related accounting procedures are also covered. New employees are advised to take the recommended courses before attending this class.

Registration for this session will be handled through Duke’s Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Any Duke employee that needs to process journal entries for department billings or corrections
Prerequisite(s): 1. Introduction to SAP at Duke
2. Introduction to Duke Accounting and Business Practice
3. Introduction to Duke G/L Accounts
Duration: 4 hours
Format: Classroom Training
To Register:
Related Materials: SAP Journal Entry Basics Guide (webpage)
SAP Journal Entry Advanced Guide (webpage)
How to Access This Training in Duke’s LMS (pdf)

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Financial Systems Specialist Final Exam

A Certification Exam will be offered approximately two times per month and an 80% passing grade is required to attain certification upon completion of the Financial Systems Specialist program coursework. This test will be held in a designated computer lab and will be open to all certification tracks (each certification track will have a different exam relevant to that track). Failure to pass will result in review by the Curriculum Leader for the applicable certification track. A participant's area of deficiency will be identified from the exam results and specific classes may need to be completed before retaking the final exam; participants who do not successfully complete the final exam will not be required to retake all courses in the curriculum.
Target Audience: Individuals seeking the Financial Systems Specialist Certification who have completed all classes and quizzes
Format: Classroom Training
To Register:

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Financial Systems Specialist Continuing Education

Certification in the FCP Financial Systems Specialist track is valid for one year. Certification will be renewable by participation in a semi-annual general session designed to ensure that certified individuals across Duke remain aware of recent changes in the subject matter relevant to their respective tracks. Certification will be revoked if a participant does not maintain appropriate renewal credits on an annual basis, and re-certification will require full program participation. The renewal process is determined by individual certification tracks.
Format: Classroom Training
To Register:

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Financial Certification Program - Final Exam

A Certification Exam will be offered twice per month and an 80% passing grade is required to attain certification upon completion of any track of the Financial Certification. This test will be held in a designated computer lab and will be open to all certification tracks (each certification track will have a different exam relevant to that track). Failure to pass will result in review by the Curriculum Leader for the applicable certification track. A participant's area of deficiency will be identified from the exam results and specific classes may need to be completed before retaking the final exam; participants who do not successfully complete the final exam will not be required to retake all courses in the curriculum.

Registration for this session will be handled through Duke's Learning Management System (LMS). The LMS is accessible by using the Duke@Work portal and accessing the My Career > My Learning tab. See "Related Materials" for further details.
Target Audience: Individuals who are enrolled in any Financial Certification Track and have completed all required course and quiz work.
Duration: 3 hours
Format: Classroom Training
To Register:
Related Materials: How to Access Certification Final Exam training in Duke's LMS (pdf)

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* : Requires valid, pre-specified IP address, affiliation or NetID.
~ : Located outside of the finance.duke.edu domain.