Financial Conflict of Interest Training is offered online through the CITI Program. Each course is tailored to a specific Federal sponsor's requirement and must be updated at least every four years. Several sponsors, including PHS/NIH (and all entities who have adopted their FCOI policy) require FCOI training for all project personnel responsible for the design, conduct, or research as part of the terms and conditions of an award. Any member of UMass community with a NetID can enroll in any of the CITI courses and webinars.

More sponsor-specific information can be found here.

Enrollment Instructions:

  1. Go to the CITI Program
  2. Select University of Massachusetts Amherst and from the dropdown menu and  click on Continue to SSO Login/Instructions.
  3. Enter your UMass Amherst NetID and Password. If this is your first time on the CITI platform, you may be asked to complete a profile or update an existing one.
  4. The Welcome dashboard lists your Active Courses, Courses Ready to Begin, and Completed Courses. If this is your first time at the site these sections will be empty. 
  5. To add a course, go to the bottom of your Welcome dashboard. Under Learner Tools for University of Massachusetts, select Add a Course
  6. On the Select Curriculum page choose Conflict of Interest and click Next.
  7. A list of Conflict of Interest Courses will appear on the following page.
    1. For PHS/NIH (or any other entity that has adopted their FCOI policy) select PHS Financial Conflict of Interest-Basic if this is your first FCOI course or PHS Financial Conflict of Interest-Refresher if you are updating your training.
    2. For all other sponsors, select Overview of COI and COC and the sponsor specific course.  For example, for DOE, select Overview of COI and COC plus COI Under DOE.
  8. Click Next.
  9. A list of Webinars will appear on the next page. You may select any that are of interest. Click Next to move to the following page.
  10. CITI will return you to your Welcome dashboard, where your choice(s) will appear under Courses Ready to Begin. Select  the Start Now to begin the training​.

If you have any questions regarding this training please contact Melinda LeLacheur, Research Compliance Program Coordinator, at @email or (413) 545-5283.


Submitting an Annual or Updated Disclosure in Kuali COI

Kuali COI combines a range of existing FCOI, COI, Outside Activity (OA), and Foreign Engagement disclosure policies into a single process. Kuali COI is housed within Kuali Research.