You may complete the courses you need if there is space in the classes. Preference is given to those individuals on pace in their respective Certification tracks. Once those seats are reserved, you may register space permitting.
I did not complete Group 2 of my FSS Certification track by month 4 because I was busy at work. Can I take those courses in months 5 and 6 to complete my Certification in time?
I have been a Department Payroll Representative for 5 years. Do I still have to take all the courses and exams?
Yes. You will given credit for classes you have attended within the past year.
I missed the One Time Test Out Option but I have been at Duke for 20 years. Can I arrange to Test-Out to receive Certification?
The One Time Test Out option was a one-time only option during the first six months of the FCP. Please contact the Curriculum Leader for more information.
I started the Financial Certification Program and then got busy at work. Now I need classes but I can't get in. What do I do?
All participants have six (6) months to complete the program. If you are unable to do so, you must register again and start the program over.
I started the Financial Certification Program and then had to take a leave of absence to take care of my sick father. Do I have to start over?
The FCP Curriculum Leaders will make eligibility decisions on an individual basis. Family medical leave is excused; therefore the Curriculum Leaders will work with you to resume your Certification schedule.
Each of the individual Certification Programs offers comprehensive training to strengthen skills and to ensure depth of knowledge in an area of expertise. Certification will enhance your ability to ensure financial compliance and accountability, skills vital to the Duke University financial environment. Raising your job skills effectively should then favorably impact your performance evaluations. Certification in a chosen career path provides a credential recognized and respected in the Duke community.
The Financial Certification Program is open to any Duke University employee who fulfills the following qualifications:
- Full time employee of Duke University
- Employed by Duke University for a minimum of six (6) months
- Has relevant professional responsibilities at Duke, i.e. technical component of job and access to SAP for FSS certification, and payroll rep or back-up payroll rep for Certified Payroll Representative certification
- Has approval of their supervisor to participate
I am currently in a role at Duke that is not Financial or Payroll related. Can I still register for the Program?
The Financial Certification Program is designed to train individuals who are currently in financially related roles at Duke. If you are interested in a career in financial services, you should seek a job with financial responsibility and then enroll in the FCP.
- Candidates preregister for a FCP Specialty of interest (e.g. Financial Systems, Human Resources/Payroll, etc.).
- Curriculum Leader assesses eligibility.
- Curriculum Leader sends a Contract of Enrollment to the candidate and his/her listed supervisor. Also provided are expectations for both employee and supervisor.
- Supervisor and Participant sign Contract of Enrollment for program participation. Submission of signed contract verifies confirmation of registration information and agreement to terms of participation.
- Curriculum Leader enrolls candidate in FCP and sends confirmation notification to candidate and supervisor.
- Participant is emailed a verification notice and commitment expectations reminder
** Enrollment is not guaranteed until a candidate has received a Confirmation of Enrollment from the Curriculum Leader of the FCP Specialty of interest
Employees may complete two tracks at one time. However, each Specialty is demanding and is condensed into a short time frame. Therefore, participants enrolling in two Specialties at once need to be fully cognizant of their time commitments and the Failure to Attend Charge.
I want to complete an evaluation but I don't want my instructor to know what I wrote. How do I submit my evaluation anonymously?
Course evaluations are available online to provide anonymity. Duke University Financial Services welcomes and appreciates all feedback in an effort to continue to provide excellent programming. We wish to protect your identity in an effort to solicit honest and thoughtful reflection of the course content, delivery and value.
Your certificate will be mailed to you upon successful completion of the Certification Exam.
I took Intro to Duke Accounting and Business Processes and Intro to G/L Accounts to get my Financial Systems Specialist certification. Do I have to take them again to get my Certified Payroll Representative certification or my Procure to Pay Certification?
These courses are considered Foundational Courses and do not need to be repeated for other certification programs.
I sent a form to my PI and he sent it back for correction. Now it has funny figures embedded in the text. What happened?
The 1098-T is an informational form issued to students to help determine eligibility for certain educational tax credits. These forms are prepared in compliance with reporting guidelines established by the IRS. Information included on Form 1098-T is reported to the IRS. Included in Form 1098-T are the following financial transactions posted to student accounts in calendar year 2022:
Box 1 – Payments Received
The total in Box 1 includes all payments received by Duke in calendar year 2022 that pay for qualified tuition and related expenses (“QTRE” – see below), as defined by the IRS. QTRE includes payments from students and families, advance deposits, loans, scholarships, grants, and third party sponsor payments. Only the portion of the payments applied to QTRE is reported in Box 1.
Box 2 – Amounts Billed
Effective with 2018 reporting, and to comply with the Consolidated Appropriations Act of 2015, Duke has started reporting Payments Received in Box 1. With this change, Box 2 will be left blank. In prior years, Duke reported “Amounts Billed” in Box 2.
Box 4 – Adjustments to a Prior Year
Box 4 reports adjustments including changes made to items originally reported in Box 1 or Box 2 in a prior calendar year. The amount reported in Box 4 represents a reduction in tuition billed during a prior calendar year.
Box 5 – Scholarships or Grants
Box 5 includes scholarships, grants, and payments from a corporate or government sponsor. Per IRS regulations, Box 5 includes any payments made by someone other than the student or family.
- Payment subject to 4% NC withholding from Nonresidents for Personal Services: divide payment amount by 0.96 (example: payment to be received is $2,000.00, the amount to enter on the check request is $2,083.33)
- Payment subject to 34% Foreign National tax withholding on compensation for services rendered in North Carolina (30% Federal, 4% NC State): divide payment by 0.66 (example: payment to be received is $1,000.00, the amount to enter on the check request is $1,515.15)
- Payment subject to 30% Foreign National tax withholding on compensation for services rendered outside of North Carolina (but still in the U.S.): divide payment by 0.7 (example: payment to be received is $1,000.00, the amount to enter on the check request is $1,428.57)
- Any other possible percentage -- call Accounts Payable (919-684-3112) for assistance.
The student must have taken classes for academic credit in any term that began during the 2022 calendar year. In addition, the student’s account must have had a payment or financial aid award posted in calendar year 2022 that was applied to qualified tuition and related expenses.