Academic Advising Certificate Program

UM AAC Logo

Academic advising is critical to student success at the University of Montana. The Office for Student Success, in collaboration with campus partners, is offering the Academic Advising Certificate Program to ensure the consistency and high quality of academic advising at UM and to provide professional development opportunities for individuals interested in academic advising.

Through the training program, participants will learn about historical and theoretical foundations of advising, different approaches or strategies of academic advising today, UM-specific policies and procedures relevant to advising, various tools available to UM advisors, and support services and resources available to UM students.  In addition, participants will have the opportunity to learn about specialized advising services for various diverse communities of students and other topics relevant to advising. 

These trainings provide great introductions to advising for faculty or staff members who do official or unofficial advising on a daily basis in their positions and need a refresher.  The trainings are also useful for those who are interested in advancing into a professional academic advising position at UM.

  • Participants who complete the required trainings and specialized advising services trainings will be awarded a certificate of completion and a digital badge.
  • Observations of advising appointments are strongly encouraged for new advisors and individuals in non-advising positions.
  • All trainings are in Moodle, are fully online and are asynchronous, so participants can work through the material at their own pace and as their schedule allows.  All UM employees and employees of UM affiliate campuses are welcome to sign up for and attend the trainings.  Employees can complete individual trainings and choose not to work towards the certificate.
  • Certificate Completion: Once completed please fill out a certificate application by following the link below. Anyone who completed any of the required trainings prior to the announcement of the full Academic Advising Certificate Program will not need to attend the trainings a second time to meet certificate requirements.

Application for Certificate Completion

Core Trainings (all trainings required for certificate)

ADV 100: Foundations of Academic Advising, part 1 

Overview:  This training will provide a historical overview of academic advising in American higher education.  Through an examination of relevant seminal literature and contemporary research, participants will explore the relationship between advising and student retention.  Theoretical foundations of advising will be reviewed, focusing on student development theories.  The training will provide an overview of the different advising approaches or strategies employed today.  Participants will review the National Academic Advising Association's (NACADA) Core Values of Academic Advising and the CAS Standards for Advising.  

Learning Outcomes:  Participants will learn how the history of academic advising in the U.S. spans nearly the length of the history of American higher education itself, with the advent of formal and structured advising programs being a fairly recent development.  This historical overview will be divided into three "eras" of advising.

As stated by Gordon et al. (2008), "theory-building provides lenses through which academic advising can be seen more clearly. As with vision, so with theory: one lens doesn't last a lifetime because both the observer and the observed change over time" (p. 18).  Participants will explore the theoretical foundations of advising, focusing on student development theories such as psychosocial-identity formation, cognitive-developmental structures, and personal preference or types.  Through active discussion, participants will examine how a basic understanding of relevant theory can benefit advisors in their interactions with students. 

Participants will review different advising approaches or strategies employed by advisors today.  Developmental, intrusive/proactive, prescriptive, career, and appreciative advising approaches will all be reviewed.

Participants will examine and discuss the NACADA Core Values of Academic Advising and explore other helpful resources available through NACADA.

Participants will briefly review and discuss the CAS Standards for Advising.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

ADV 101: Foundations of Academic Advising, part 2 

Overview:  This training will review UM academic policies and procedures and the various resources available to assist advisors in their work with students.  Using the Advising Manual as a guide for discussion, participants will review topics such as the UM Advising Guidelines, FERPA, documentation of advising appointments, placement tests, registration and course change transactions, student withdrawal, academic standing, the general education requirements, and prior learning assessment-related coursework and college-equivalent credit.  Presenters will briefly review the UM Catalog and tips for navigation.

Learning Outcomes:

Participants will review UM academic policies and procedures in detail, the UM Advising Guidelines, and discuss available resources to stay up-to-date when working with students.

Participants will examine FERPA basics and discuss best practices related to student privacy and confidentiality.

Various aspects of academic advising at UM will be reviewed, using the Advising Manual as a guide for discussion.

Participants will examine the General Education Requirements (GERs) in detail.

Participants will briefly review the Montana University System Transferable Core as an alternative set of GERs for eligible students.

Participants will review prior learning assessment (PLA)-related credit such as AP, IB, CLEP, GAC, and high school pilot/dual enrollment coursework and examine UM policy on accepting these sorts of college-equivalent credits.

Register for the Academic Advising Certificate Program trainings

ADV 102: Advisor Toolkit 

Overview: This session will provide hands-on training for the various informational and technological tools available to academic advisors. We will cover Banner screens that are most critical to academic advising, the use of Academic Planner and Cyber bear for schedule building and registration purposes, a review of the advising directories, and an overview of the UM catalog and how to effectively use it when advising students. This training will also briefly demo new Advising technologies, including Degree Works, EAB Navigate, Student Educational Planner, and Banner XE Student and Advisor Profiles.

Learning Outcomes:

Upon completion of this training, participants will know where to locate and how to effectively utilize:

  • The UM Catalog
  • Important Banner screens for academic advisors
  • The Transfer equivalency guide
  • The course number translations guide
  • Important date and deadline information critical to academic advising
  • Academic Planner, Cyberbear, Banner XE Student and Advisor Profiles and Navigate
  • Degree Works and Student Educational Planner

Register for the Academic Advising Certificate Program trainings

ADV 103: Student Support Services and Resources 

Overview:  This training will provide an in-depth review of available student support services and resources.  Units from the Divisions of Academic Affairs, Student Affairs, Information Technology, Missoula College, UM Bitterroot, and the Mansfield Library will be included.

Learning Outcomes:

Participants will examine available student support resources and services on campus, including but not limited to:

Office for Student Success (Undergraduate Advising Center, Writing Center, UM Financial Education Program, Four Bear, KPCN: The Peer Connection Network, Study Jam), Tutoring Services, Admissions, Financial Aid Office, American Indian Student Services, Veteran's Education and Transition Services, Counseling Services, Student Advocacy Resource Center, Behavioral Intervention Team, Office for Disability Equity, TRIO Student Support Services, UM Housing, Experiential Learning and Career Success, IT Central, Missoula College Academic Advising Center, Student Learning Center, Mansfield Library, and various student support services available in academic departments across campus.

Participants will understand the services provided by the above units sufficient to make meaningful student and parent referrals and connections.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: The goal of this training is to provide those participating in the Academic Advising Certificate a foundation and framework for working with students from diverse backgrounds and experiences. Participants will explore their own identity, power, privilege, and bias to situate their current perspective and identity in the world. They will also engage with content on White dominant culture in the system of higher education in the United States. This content is designed to lay a conceptual framework for participants to incorporate these knowledge and skills into their everyday practice of advising.

Learning Outcomes:

Participants will recognize aspects of their personal privilege, bias, and power and examine how it impacts their advising practices/role in current position.

Participants will examine the culture of higher education in the United States and how that reinforces a dominant culture.

Participants will identify and develop some ways to make their advising practices/role in current position more equitable.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Specialized Advising Services Trainings (at least two of these trainings are required for certificate)

Overview:  This session will train advisors on the proper use of SGAADVR in Banner to assign/change advisors on student accounts while exposing advisors to different scenarios in which advisor assignments must be changed and what the proper protocol is based each respective scenario.

Learning Outcome:

Participants will learn how to properly assign and/or change advisor listings on student accounts in Banner.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: This training will provide participants with an overview of Missoula College UM’s general Associate of Arts (AA) and Associate of Science (AS) degrees. We will cover the specific degree requirements for each and also discuss how to identify students on any UM campus who may be close to or eligible to earn their AA or AS degree. We will discuss the advantages of earning the AA or AS degree and some specific situations in which academic advisors may want to recommend these options to their students.

Learning Outcomes:

Participants will learn about the AA/AS degree requirements and their differences, including lower-division general education requirement cores available to students.

Participants will learn about specific AA degree options and areas of emphasis, as well as Baccalaureate Tracks and the Broad Exploratory Studies (BESt) programs.

Participants will understand the role of the Missoula College Academic Advising Center (AAC).

Participants will learn about the advantages of earning an AA or AS degree and will be able to identify a breadth of situations in which recommending students consider earning an AA or AS degree would be appropriate.

Participants will learn about the Missoula College AA/AS graduation application process.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: Remember college … excited, uncertain, and anxious about who you are, why you are, and your future? UM’s Signature Career Readiness Program replaces that anxiety with excitement as students invest in their happiness by connecting their passion to a major/field of study through ElevateU. A four-tiered career advising tool, ElevateU helps prepare students for meaningful careers and well-lived, joyful lives as a traditional first-year, transfer, or a return-to-learn undergraduate student starting day one. We help them become “career-ready” which means gaining the education and career readiness tools, skills, and certifications needed to launch, carry-on, and pivot their career from graduation and beyond. ElevateU is designed to move students through career readiness and wayfinding starting with exploring interests, talking about their passions, embracing opportunities, and gaining experience to "elevate” them senior year into a career. UM's Experiential Learning and Career Success helps students develop their unique brand by exploring careers, networking with alumni, completing internships/micro-internships, earning industry-recognized credentials, and engaging in the campus and community. Our career coaches and experiential learning advisors help students identify and connect to out-of-class learning opportunities (High-Impact Practices) starting day one to build a foundation of career readiness, then we help them strategically add to that foundation every year. 

Learning Outcomes:

Participants will explore ElevateU’s potential to help students make informed academic-to-career decisions, plans, and progress 

Participants will learn what constitutes, the value of, and how to Place Student Success at the Center of all We Do in a powerful way through appreciative High-Impact Educational Practices (HIP) advising

Participants will earn the differences among career advising, career coaching, and career counseling

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: This training will provide an overview of the Veteran’s Degree plan initiative. We will cover different types of VA Educational benefits and the student requirements to ensure certification of each respective benefit, in addition to best practices for advising students using VA benefits.

Learning Outcomes:

Participants will learn about the Executive Order collectively known as the Principles of Excellence, and the 8 Keys of Academic Success.

Participants will learn about the different types of VA benefits and requirements and rules pertaining to student utilization of each respective benefit.

Participants will learn about best practices when advising students using VA benefits.

Participants will be exposed to ‘red flag’ indicators to look for when advising students using VA benefits.

Participants will receive updates on VA benefits as they relate to residency requirements, last-date-of-attendance requirements, and procedures for excused absences relating to military activation.

Participants will learn about campus resources and support available to students using VA benefits.

Participants will learn about Joint Service Transcripts and how they apply to Veteran Students.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: This training covers modifications and support that The Office for Disability Equity (ODE) provides to eligible students for equal access to the University’s courses and programs. This training will inform academic advisors about the Americans with Disabilities Act (ADA) and the process of students requesting reasonable modifications such as test modifications. This training will also give advisors suggestions for referring students who either have a disability, or suspect they have a disability, with the ODE office. Lastly, this training will provide an overview of the graduation appeal process, as it pertains to students with disabilities and their requests for course substitutions for graduation requirements.

Learning Outcomes:

Participants will become familiar with Office for Disability Equity and the services they provide to students with disabilities.

Participants will learn about reasonable modifications, including test modifications, for students with disabilities.

Participants will become familiar with advising students with disabilities and the importance of the graduation appeal process in assisting these students to request appropriate substitutions for graduation requirements, which may create academic barriers to student success.

Participants will learn how to make appropriate referrals to the ODE office and to communicate information to students who have or suspect they have a disability.

Participants will be introduced to the Access Partners program and will be encouraged to participate.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: The purpose of this training is to provide guidance to the advising community on how to advise international students. Topics will include: Differences in higher education systems throughout the globe and the importance of explaining the purpose and value of a Liberal Arts education to international students; measuring language preparation and language/writing placement based on test scores; basic academic requirements for students to maintain visa status; tips for building course schedules and strategies to assist students facing academic difficulty and other challenges that impact academic performance.

Learning Outcomes:

Participants will learn about the differences in higher education systems in countries where international students come from and the value of explaining and stressing the importance of a Liberal Arts education to international students.

Participants will be provided with a breakdown of EASL and Writing course placement based on test scores in order to make appropriate recommendations based on student’s English language proficiency level.

Participants will learn about best practices when advising international students and strategies used to ensure international students abide by visa regulations and academic course load.

Participants will learn about difficulties international students’ face that aren’t academically related but impact academic performance, and support and resources available to them.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview:  Who is a first-generation college student?  Advisors will learn the unique characteristics of first-generation college students, first year challenges these students face, and discuss academic advising models, strategies and best practices for working with first-generation students. 

Learning Outcomes:

Upon completion of workshop, UM advisors will be able to:

  • Define first-generation college students
  • Understand the unique characteristics prior to college entry
  • Understand characteristics after first-generation students enter college
  • Define some of the challenges first generation student encounter in their first year
  • Advisors will discuss advising models that work best with first-gen students
  • Use of institutional data to assist in identifying  students
  • Strategies useful for working with first-gen students

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.

Overview: UM faculty and staff serve an increasingly diverse and at-risk student population, which at times means they face concerning behaviors that range from poor class attendance to threats of harm to self/others. This workshop will provide practical ideas and resources necessary to manage and mitigate these types of behaviors that may enter the classroom or more commonly your email inbox.

To register for the Academic Advising Certificate Program trainings, visit https://www.campusce.net/umextended/course/course.aspx?C=659&pc=13&mc=&sc.