Reliable financial information is essential to effectively manage the business of the University and protect its assets. These courses and materials address the responsibilities everyone has for managing the finances and reputation of the University. The financial business process owners (BPOs) partner with the Financial Training team to create and provide training for the community.

Course Descriptions and Prerequisites

The Finance Course Catalog (pdf) lists current course offerings and can be used as a checklist. Visit the requirements page to look for desired tasks/transactions, see course descriptions, and check which prerequisites are required.

Training History

The Training History report is available in the Reporting Center under Human Resource Management: MyU > Key Links > Reporting Center, filter by “Training History.” Accessing the Training History Report in MyU (pdf) contains detailed instructions.

Courses and Materials

To find specific items, select "Expand All" then use Ctrl+F (Windows) or Cmd+F (Mac) and type text to highlight.

Accessing Courses and Assessments

  1. Log in to Training Hub.
  2. For enrollment instructions, see the Training Hub Learner Guide (click “Enroll in Training”).
  3. Once an instructor-led course is complete, enrollment in its assessment is required.

Quick Links

Financial Helpline

612-624-1617 or

Financial Approaches and Best Practices Series Materials
These continuing education sessions, hosted by financial policy owners, explore University financial approaches and best practices.

Financial Policies Series Materials
These continuing education sessions, hosted by financial policy owners, explore financial policies found in the University Policy Library.

Purchasing/U Market Courses

General Purchasing Materials

Supplier (Vendor) Maintenance Course

Create Requisitions Materials

CPS Change Orders and Amendments Materials

Procurement Specialist Materials

Receiving Purchases Materials

UMarket Cart image U Market Materials

U Market Shoppers

U Market Requisition Preparers

All U Market Users

Other Training