Online Learning

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The following courses have been developed to provide an on-demand, self-paced option for Financial Services learning opportunities. Click any course title to learn more about the course and complete it. We will add to this list as more online courses are developed.

Accessing Finance Online Learning Courses:

  • Use this link to log in with your WIN credentials.
    • Once logged in, you will be returned to this screen to click the ‘Begin Course’ link under the course description that you want to access.
  • Be sure that your pop-up blocker is disabled.
  • If you have difficulty accessing a course, email Bridgett Clancy for assistance.
  • Begin the course!

Course Offerings

New PCard Cardholder Training
This training is designed for new PCard cardholders. This course will identify key roles and responsibilities within the PCard program; differentiate between allowed and prohibited expenses; show cardholders how to prepare accurate and complete documentation, and provide information so that cardholders can comply with the PCard program guidelines and policies.
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PCard Refresher Training
This is an online, self-paced course that will cover when to use your University credit card, NC sales tax and documentation requirements. In order to maintain an active PCard, cardholders are required to complete this training every three years, starting three years after their original PCard training.
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How We Do Business at Wake
This course is an orientation to how we conduct financial business at Wake Forest. It is intended to provide the key information that those with financial responsibilities as part of their role need to know within their first thirty days. It can also be used as a high-level refresher for information that is used infrequently.
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Sales Tax and the University PCard
This tutorial provides information and hands-on practice opportunities related to knowing when to break out North Carolina sales tax on your PCard transactions, as well as how to accurately calculate the tax amount.
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Security & PCI Awareness Training
Security & PCI Awareness Training offers an overview of the core concepts of accepting credit and debit payment cards. This annual compliance training also reviews the importance of securing data that you access daily and your responsibilities to help safeguard that data to keep it out of the hands of cybercriminals or other unauthorized parties outside the University.
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