Financial Management Course

This module will provide you with step-by-step instructions on how to file a certificate for the Financial Management Course.

 

        STEP 1      Click the Bankruptcy hyperlink on the CM/ECF Main Menu. (See Figure 1.)


Figure 1

 

       STEP 2      The BANKRUPTCY EVENTS screen is displayed. (See Figure 2.)


Figure 2.

  • Click on the Miscellaneous hyperlink.

 

        STEP 3      The CASE NUMBER screen is displayed. (See Figure 3.)


Figure 3.

NOTE: If you have already accessed a case in this session, the number of the last case accessed will be displayed. Leave this number if it is the correct case for this application, or enter the correct case number (YY-NNNNN), to include the hyphen.

  • Enter, or verify, the correct case number.
     
  • Click on the [Next] button to continue.

 

        STEP 4      The Event List screen is displayed (See Figure 4.)


Figure 4.

  • First, ensure you are on the correct case.
  • Enter "fin" into the event search box to narrow your selection list.
     
  • Click on Financial Management Course entry to get it displayed in the
    Selected Events box. 
  • Click on the [Next] button to continue.

 

        STEP 5      The Joint Filing screen is displayed. (See Figure 5.)


Figure 5.

NOTE: If filing jointly, the next screen will list the attorney(s) on the case to choose from.

  • Normally this box will be left unchecked.
     
  • If box checked, next screen will display a list of attorneys on the case to select from.
     
  • Click on the [Next] button to continue.

 

        STEP 6      The Select the Party screen is displayed. (See Figure 6.)


Figure 6.

  • Select the party you represent on the Party List.

Note: As in other lists, you can utilize the first-letter search feature.

  • In this example, both debtors attended the course, so are chosen.
  • Click on the [Next]
     

 

        STEP 7      The Select the pdf Document screen is displayed. (See Figure 7.)


Figure 7.

  • See the Browse Process for details on identifying the pdf file containing
    your Financial Management Course Certificate.
     
  • Leave the Attachments to Document at "No" since there is no other pdf file.
     
  • Click on the [Next] button to continue.

 

        STEP 8      The Enter Hearing Date screen is displayed. (See Figure 8)


Figure 8

  • Enter the date upon which the course was completed.
     
  • Use the mm/dd/yyyy format for that date.
     
  • Click on the [Next] button to continue.

 

         STEP 9      The Modify Docket Text screen is displayed. (See Figure 9.)


Figure 9

  • No enhancement needed.
     
  • Since this example had no attachment, there is no reference to such.
     
  • Click on the [Next] button to continue.

 

        STEP 10    The Final Docket Text screen will be displayed. (See Figure 10.)


Figure 10

  • Check docket text - can still to go back to previous screen(s) and make corrections.
     
  • Click on the [Next] button to continue.

 

        STEP 11      The Notice of Electronic Filing screen is displayed. (See Figure 11.)


Figure 11

  • Clicking on the case number hyperlink will present the docket report for this case. Attorney users will be presented with a PACER login screen to access these features.
     
  • Clicking on the document number hyperlink will display the PDF image of the document just filed. Attorney users will be presented with a PACER login screen to access these features.
     
  • To print a copy of this electronic receipt click the browser [Print] icon.

 

NOTE: It is always a good idea to print all NEFs for internal tracking of all filings.

 

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