Required Courses Matrix
Financial Management 101 – CARE USA
Financial Management is a responsibility of all CARE USA staff, but varies depending on the type of position you hold. Use the matrix below to determine which of the modules are required for you.
All modules are designed to be taken in sequential order.
| Financial Management 101 Modules |
Audience |
|||
| Group 1: Position does not require PeopleSoft access | Group 2: Position requires PeopleSoft access, but has no approval or budget authority | Group 3: Position is a budget holder and approver, but has no bank signatory authority | Group 4: Position is a budget holder and approver with bank signatory authority | |
| Module 1: Role and Responsibilities | Required | Required | Required | Required |
| Module 2: Budget Coding | Required | Required | Required | Required |
| Module 3: PeopleSoft Fundamentals I | Optional | Required | Required | Required |
| Module 4: PeopleSoft Fundamentals II | Optional | Suggested | Required | Required |
| Module 5: PeopleSoft Fundamentals III | Optional | Suggested | Required | Required |
| Module 6: Approving Financial Transactions | Optional | Suggested | Required | Required |
| Module 7: Signing Checks or Wire Transfers | Optional | Suggested | Suggested | Required |
| Module 8: Creating and Analyzing Expense vs. Budget Reporting | Optional | Suggested | Required | Required |
| Module 9: Budgeting vs. Expenses Management Reports | Optional | Suggested | Suggested | Required |