DoD Financial Management Certification Program

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Office of the Under Secretary of Defense (Comptroller)

Glenda Scheiner

Director, Human Capital & Resource Management OUSD(C)

DoD Financial Management

Certification Program

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https://fmonline.ousdc.osd.mil/ 2

Agenda

• Purpose

• FM Certification Requirements • Where We Are Today

• FM Certification Policy Updates • FM Certification Resources

• Three Key Websites

• Getting Started with the Learning History Worksheets

• Achieving Your Certification Using the Three-step Process • Continuing Education & Training Credits

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•

Establish a framework to guide DoD FM professional development

•

Intent is to make a good FM workforce even better!

‒ Establish a mechanism to encourage key training in:

o Audit Readiness

o Decision Support/Analysis

‒ Encourage career broadening and leadership ‒ Transition to a more analytic orientation

‒ Ensure financial management workforce has knowledge, skills, and abilities necessary to achieve auditable financial statements

•

Develop a course-based rather than test-based certification

‒ Based on FM and Leadership competencies

3

Purpose

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Functional Competencies

4

https://fmonline.ousdc.osd.mil/

•

There are 17 DoD FM competencies that apply to the DoD FM

Certification Program

Accounting Analysis

Accounting Concepts, Policies & Principles Advanced Financial Management

Audit Concepts, Policies & Principles Budget Concepts, Policies & Principles Budget Execution

Budget Formulation, Justification & Presentation

Commercial Pay Concepts, Policies & Principles

Decision Support

Financial Concepts, Policies & Principles Financial Management Analysis

Financial Management Systems

Fundamentals & Operations of Accounting Fundamentals & Operations of Budget Fundamentals & Operations of Finance Fundamentals & Operations of Military & Civilian Pay

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Flexibility Integrity/Honesty Interpersonal Skills

Resilience Customer Service Oral Communication

Continual Learning Problem Solving Written Communication

Service Motivation Technical Credibility Mission Orientation

Computer Literacy

Team Building Accountability Decisiveness

Influencing/Negotiating DoD Mission and Culture

Human Capital Management Leveraging Diversity

Conflict Management Developing Others

DoD Corporate Perspective National Security Foundation

Technology Management Financial Management

Creativity and Innovation Partnering

Entrepreneurship

National Defense Integration National Security Environment

Vision

External Awareness Strategic Thinking

Political Savvy Global Perspective National Security Strategy

Lead the

Institution

Lead Self

Lead Teams/Projects

Lead People

Lead Organizations/

Programs

5 Cert Level 1 Cert Level 2 Cert Level 3 Cert Level 3 Cert Level 3

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6

FM Certification Requirements

•

DoD FM Certification Requirements

– Training in FM & Leadership Competencies (course-based)

– Other Required Courses

– FM Experience / DoD FM Experience – Developmental Assignment (Level 3)

– Continuing Education and Training (CET)

•

System of Record is the DoD FM

Learning

Management System

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FM Certification Equation: Level 2

7

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DoD FM Certification:

Where we are today…

8 https://fmonline.ousdc.osd.mil/ • Implementation complete – Active Components Implemented in FY14 – 100% Guard/Reserve Implementation on 27 March

Now it’s time to earn your DFMCP

The FM Certification Team will help you get there!

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Completed Certifications

As of May 19, 2015 9 1168 2494 720 0 500 1000 1500 2000 2500 3000

Level 1 Level 2 Level 3

Other DFAS DCAA DoN Army Air Force

4,382 FM members completed certification ~8.2% of FM Workforce

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Percent Certified by

Component*

As of May 14, 2015 568 1497 ₁₈₁ 722 ₆ ₃₆₈ ₄₁ 13826 9723 9580 ₇₈₈₆ 4475 ₃₅₄₇ 0 3000 6000 9000 12000 15000

ARMY AF DON DFAS DCAA Other OUSD(C

15% <1% 4% 12% 2% 10%

*Active members in the FM LMS

Majority require FM certification by June 30, 2016 – only 13 Months away!

Certified Not Certified

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0 100 200 300 400 500 600 700 800

DLA DeCA MDA DISA DHA DCMA DTRA Other

Sum of Users Not Certified Sum of Users Certified

15% <1% 14% 23% 0% 27% 9% <1%

The 2-year window for achieving FM Certification ends 30 Jun 2016, or two years from date of launch whichever is later

Certified Not Certified

Completed Certifications

by 4th Estate as of 19 May

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FM Certification Policy Updates

DAWIA

•

FM Certification requirements for DAWIA-coded Positions

(BUS-FM, BUS-CE, Audit)

– Members in dual-coded positions are required to attain both certifications

– Reduced curriculum in LMS now available for members in a dual-coded position whereby the DAWIA level is equal to or higher than the FM Certification level

• DAWIA Level 3 + DFMCP Level 2 = reduced curriculum • DAWIA Level 2 + DFMCP Level 2 = reduced curriculum

• DAWIA Level 2 + DFMCP Level 3 ≠ reduced curriculum. Use full curriculum but can apply any DAU coursework that is applicable to the FM certification on a course-by-course basis.

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Quarterly Newsletter

Certification Update Lessons Learned Best Practices

DoD FM Certification Handbook

Program background & overview

Detailed requirement descriptions

Checklist to get started

Requirements Datasheets

Outline requirements for each level

Practical Exercise

− Follow “Kelly,” a GS-14 through each step of certification

Overview and Training Videos

Video series introducing key elements of program

Learning History Worksheets (LHW)

Organize your prior training using these worksheets

Competencies & Proficiency Levels Defines each of the 17 FM

competencies and provides examples at each Proficiency Level.

FM myLearn

E-catalog of FM

courses aligned to FM and leadership competencies.

DAWIA/FM Certification LHWs

Pre-populated w/ acquisition

courses helping you focus

Frequently Asked Questions

Compilation of over 100 questions, organized by category

LMS Job Aids

Provide step-by-step

instructions for all FM LMS tasks.

LMS User Quick Start Guide

Outlines the Three-step

Process for achieving certification using the FM LMS

FM Certification Resources

available @FM Online or join us on LinkedIn

13

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Three Key Websites

14 https://fmonline.ousdc.osd.mil/ I n f o r m a t i o n FM myLearn E-catalog of all FM-related DoD education & training mapped to FM Certification requirements - Registration information - Course descriptions - Eligibility requirements P ro c es s FM Online One stop shop for DoD FM-related News

- Announcements (new courses, policy, awards) - Senior Leader Messaging

- Links to FM myLearn

FM LMS

System of record for the DoD FM Certification Program

- Complete the three-step process - Document achievements

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15

Coming in June…

Re-designed FM Online

– User-centered design

– Rotating homepage featuring new information

– Enhanced Navigation

– Information broken out by level

– New side navigation w/ related content

– One tab containing all FM Certification

Tools/Template/Info Sheets – One tab containing all policy

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DoD FM

Learning Management System

LMS Tools and Resources

Login with Username

(provided via email)

Create a PIN & Remember It View Your Personalized Curriculum

Step-by-step instructions for action you can take in the FM LMS

Job Aids - http://go.usa.gov/FYhQ LMS User Quick Guide - http://go.usa.gov/8HYC

Outlines the Three-step Process for achieving certification using the FM LMS

Using FM

Learning Management System

The DoD FM LMS, hosted on iCompass, is the system of record

for the DoD FM Certification Program

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Identify Gaps

Getting Started:

Learning History Worksheets

Collect education and training completion certificates & academic transcripts

Download

Collect Research Fill Out

Download a LHW for your FM Certification Level*.

Look up education and training courses in FM myLearn to identify competency alignment

Many of you have completed education and training in financial management (FM) or leadership-related subjects from accredited colleges and universities. Using your levels Learning History Worksheet will help you organize the courses you’ve successfully completed and identify where your training gaps are.

Plug in the

information fields

Identify training gaps and search for courses to take on FM myLearn

17 *If you’re DAWIA Certified, contact us for DAWIA-specific LHW.s

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What if …

18

My course isn’t there?

1) Submit a “Course Submission Template”

and syllabus to your organization’s Course Manager.

2) Course Manager will route course through

approval process

3) If approved, will be added to FM myLearn or you will receive approval documentation

from OUSD(C) FM Online>DoD FM LMS>Forms

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I have academic courses?

FMOnline> FM myLearn > Academic Matrices

Collect academic transcripts

Identify the appropriate FM

Certification Level to which your academic course may apply Compare academic course title to sample course titles in the matrix to identify a match or close match

Use the Course Hour Conversion Chart to determine the course hour value

Complete the three-step process for applicable courses

Collect Identify Match Convert Complete

What If…

Use the Academic Matrices

For a step-by-step overview, watch the Practical Exercise

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Achieve your Certification using the

Three-step Process

Watch Training Videos Complete Practical Exercise Collect Documentation

Fill out Learning History Worksheet

Review Learning History Worksheet w/ Supervisor

Develop a Plan for Success!

1

 Work w/ supervisor to assign Primary and/or Alternate Track

 Use your Learning History Worksheet to record information for ONE certification requirement

 Record learning for ALL courses needed to satisfy the requirement

Record Learning of Achievement

2 Record Documentation

 Record learning for the appropriate achievement documentation

Remember: Combine all documents for each achievement into one PDF file, less than 800 KB

3

 Record Learning for the appropriate

achievement and request supervisor approval

 Repeat this 3-step process for each achievement documented in the FM LMS until all certification requirements are met

Request Achievement Approval

 Level 1: DoD FM 101 Course

 Levels 2&3: Audit Readiness, Ethics & Fiscal Law

These courses are available w/in the FM LMS and via FM myLearn*. Approved

substitution courses are available on FM myLearn*. * If completing a course via FM myLearn, you must follow the 3-step process to document course completion inside FM LMS.

Complete Other Required Courses

1. Check that the three-step process is complete for each certification requirement

2. Record learning for your Certification Level and request CCA Approval.

Request Certification Approval

FM Online: https://fmonline.ousdc.osd.mil

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21

Continuing Education &

Training Credits

Keep your DFMCP current by accruing a certain number of Continuing Education and Training credits every two years.

The number of CETs required is based on your level: FM Certification Level 1 – 40 CETs

FM Certification Level 2 – 60 CETs FM Certification Level 3 – 80 CETs

CETs must be recorded in the FM LMS – see the job aid “How to Record CETs in the DoD FM LMS” for step-by-step instructions.

OUSD(C) developed web-based training may be taken to satisfy CET requirements if the course was not used to meet initial certification requirements

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WBC Hrs WBC Hrs WBC Hrs WBC Hrs

FM & Reptng Analysis 0 Accounting Analysis 14 Audit CP&P 10 Budget CP&P 10

Adv Financial Mngmt 12 Accounting CP&P 10 Audit Planning & Mngmt 0 Budget Execution 15

Financial CP&P 10 Fund & Ops of Accntng 7 Audit Reporting 0 Budget Form, Justn & Pres 8

Financial Mngmt Analysis 10 Total 31 Total 10 Financial Mngmt Analysis 10

Fundementals & Op. of Finance 6 Financial Mngmt Systems 12 Financial Mngmt Systems 12 Total 43

Total 38 Audit Readiness 6.5 Audit Readiness 6.5 Financial Mngmt Systems 12

Financial Mngmt Systems 12 Decision Support 22 Decision Support 22 Audit Readiness 6.5

Audit Readiness 6.5 Ethics 6 Ethics 6 Decision Support 22

Decision Support 22 Financial Stewardship 0 Financial Stewardship 0 Ethics 6

Ethics 6 Fiscal Law 3 Fiscal Law 3 Financial Stewardship 0

Financial Stewardship 0 DoD FM 101 - Accounting 2 DoD FM 101 - Accounting 2 Fiscal Law 3

Fiscal Law 3 DoD FM 101 - Acquisition/Contracting 2 DoD FM 101 - Acquisition/Contracting 2 DoD FM 101 - Accounting 2

DoD FM 101 - Accounting 2 DoD FM 101 - Audit Readiness (FIAR 101) 3 DoD FM 101 - Audit Readiness (FIAR 101) 3 DoD FM 101 - Acquisition/Contracting 2

DoD FM 101 - Acquisition/Contracting 2 DoD FM 101 - Auditing 2 DoD FM 101 - Auditing 2 DoD FM 101 - Audit Readiness (FIAR 101) 3

DoD FM 101 - Audit Readiness (FIAR 101) 3 DoD FM 101 - Budget 3 DoD FM 101 - Budget 3 DoD FM 101 - Auditing 2

DoD FM 101 - Auditing 2 DoD FM 101 - Cost Analysis 2 DoD FM 101 - Cost Analysis 2 DoD FM 101 - Budget 3

DoD FM 101 - Budget 3 DoD FM 101 - Decision Support 2 DoD FM 101 - Decision Support 2 DoD FM 101 - Cost Analysis 2

DoD FM 101 - Cost Analysis 2 DoD FM 101 - Ethics 1 DoD FM 101 - Ethics 1 DoD FM 101 - Decision Support 2

DoD FM 101 - Decision Support 2 DoD FM 101 - Finance 2 DoD FM 101 - Finance 2 DoD FM 101 - Ethics 1

DoD FM 101 - Ethics 1 DoD FM 101 - Fiscal Law 2 DoD FM 101 - Fiscal Law 2 DoD FM 101 - Finance 2

DoD FM 101 - Finance 2 DoD FM 101 - Introduction to DoD 1 DoD FM 101 - Introduction to DoD 1 DoD FM 101 - Fiscal Law 2

DoD FM 101 - Fiscal Law 2 DoD FM 101 - PPBE 2 DoD FM 101 - PPBE 2 DoD FM 101 - Introduction to DoD 1

DoD FM 101 - Introduction to DoD 1 Total 73.5 Total 73.5 DoD FM 101 - PPBE 2

DoD FM 101 - PPBE 2 Adv Financial Mngmt 12 Accounting Analysis 14 Total 73.5

Total 73.5 Audit CP&P 10 Accounting CP&P 10 Accounting Analysis 14

Accounting Analysis 14 Audit Planning & Mngmt 0 Adv Financial Mngmt 12 Accounting CP&P 10

Accounting CP&P 10 Audit Reporting 0 Budget CP&P 10 Adv Financial Mngmt 12

Audit CP&P 10 Budget CP&P 10 Budget Execution 15 Audit CP&P 10

Audit Planning & Mngmt 0 Budget Execution 15 Budget Form, Justn & Pres 8 Audit Planning & Mngmt 0

Audit Reporting 0 Budget Form, Justn & Pres 8 Comm Pay CP&P 10 Audit Reporting 0

Budget CP&P 10 Comm Pay CP&P 10 Decision Support --Audit Execution 0 Comm Pay CP&P 10

Budget Execution 15 Decision Support --Audit Execution 0 Financial Mngmt Analysis 10 Decision Support --Audit Execution 0

Budget Form, Justn & Pres 8 Financial Mngmt Analysis 10 Financial CP&P 10 Financial CP&P 10

Comm Pay CP&P 10 Financial CP&P 10 Financial Reptng 0 Financial Reptng 0

Decision Support --Audit Execution 0 Financial Reptng 0 FM & Reptng Analysis 0 FM & Reptng Analysis 0

Financial Reptng 0 FM & Reptng Analysis 0 Fund & Ops of Accntng 7 Fund & Opns of Accntng 7

Fund & Opns of Accntng 7 Fund & Opns of Budget 6 Fund & Ops of Budget 6 Fund & Opns of Budget 6

Fund & Opns of Budget 6 Fundementals & Op. of Finance 6 Fundementals & Op. of Finance 6 Fundementals & Op. of Finance 6

Total 90 Total 97 Total 118 Total 85

TOTAL 201.5 TOTAL 201.5 TOTAL 201.5 TOTAL 201.5

G en er al Br oa d Di re ct Co m pet en ci es & O th er R eq ui red C ou rs es Br oa d G en er al

Financial Administration/MCO Series 0501 Accounting/MCO Series 0510 Auditing/MCO Series 0511 Budget Analysis/ MCO 0560

Di re ct Co m pet en ci es & O th er R eq ui red C ou rs es Co m pet en ci es & O th er R eq ui red C ou rs es Co m pet en ci es & O th er R eq ui red C ou rs es Di re ct G en er al Di re ct G en er al Br oa d Br oa d

Occupational Series &

Competency Overview

Hours for competency highlighted in yellow will be completed by the end of Q4

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Can I use the FM LMS to document training I'm taking to prepare me for my next job?

What counts as CPE?

What does it mean if I don't get my certification?

I sit in a Defense Acquisition Workforce Improvement Act (DAWIA)-coded position. Am I required to complete both certifications?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

I’ve taken FM training that I do not see on FM myLearn. How do I submit a course to be included in the Program?

Where can I find substitute courses for the “Other Required Courses” requirement?

May I obtain a higher certification level than the level required by my current position?

View more questions at FM Online

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Do I still need my CDFM after I get this certification?

Frequently Asked Questions

24 The CDFM is one of the twenty test-based certifications that are DoD-recognized and eligible for

reimbursement. Professional Certifications like the CDFM are not mandatory for earning the DoD FM Certification, although, at Certification Levels 2 and 3, they are strongly recommended for career broadening. For a full list of these DoD-recognized test-based certifications, visit FM Online.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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Can I use the FM LMS to document training I'm taking to prepare me for my next job?

Frequently Asked Questions

26 The FM LMS is a web-based system where you will track your progress toward obtaining and

sustaining FM Certification. It is not built to handle storage for all of your professional development documentation.

However, if you plan to progress into a position requiring a higher level of certification, you may take courses aligned to a higher certification levels to meet Continuing Education and Training hour requirements once you have already achieved the certification required for your position. Although these completed courses will not be documented the FM Learning Management System, you may keep their completion certificates in a personal file to upload in the LMS once you have a position requiring a higher level. When you are assigned to a position at the next level, you can record completed classes in the DoD FM LMS – be sure to keep your completion certificates.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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What counts as CPE?

Frequently Asked Questions

28 There are several ways to earn CET credits once you have achieved certification. Remember, the

purpose of the CET requirement is to ensure you are continuously sharpening your skills through education and training.

1) You can earn CETs is by completing any course listed in FM myLearn e-catalog. Each course

hour credit is equal to one CET hour.

2) You may also earn CETs through education and training you complete to sustain certification

in any of the DoD-recognized FM test-based certification programs. These credits can be simultaneously credited to your CET and CPE requirements, on a unit-to-unit basis. In other words, if you are a CFDM or CGFM, etc. and you earn continuing education credit through these programs, those CPEs can also be counted for CETs on a unit-to-unit basis. This same policy goes towards those of you who are included in the DAWIA program. Your CLPs will count as CETs on a unit-for-unit basis.

3) Lastly, if you are taking academic courses, you may count financial management related

continuing education units (CEU) credits toward CETs based on the following equation: one CEU equals 10 CETs. CEUs are granted by accredited academic organizations, so refer to your academic institution for additional information.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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What does it mean if I don't get my certification?

Frequently Asked Questions

30 You have two years to complete the certification. This time constraint may be extended in one

year increments by the Component Certification Authority (CCA), if there is sufficient justification for doing so.

If you fail to obtain the FM Certification requirements for your position and the CCA approved time extension(s) have expired, the DoD organization has flexibility to administer adverse actions as deemed appropriate by the organization. For specific details on your organization’s policy, contact your FM Certification POC.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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I sit in a Defense Acquisition Workforce Improvement Act (DAWIA)-coded position. Am I required to complete both certifications?

Frequently Asked Questions

32 Yes, if you are assigned to a position that is coded DoD FM Certification and DAWIA Business

FM, Business Cost Estimating, or Auditing, you must complete both the DoD FM Certification and the Acquisition Certification requirements. However, much of your acquisition training can count toward FM Certification requirements and years of experience can be applied to both

certifications.

The FM and Acquisition communities developed a pathway to certification that gives credit for acquisition courses with FM and Leadership content requirements for DAWIA certified personnel in Business-Financial Management, Business-Cost Estimating, and Acquisition-Audit. The

Certification Program DoDI contains information on the reduced requirements for acquisition-coded financial managers.

Tip: Completing both certifications may require a time extension for meeting FM Certification

requirements; Certification Component Administrators are encouraged to provide favorable consideration to personnel in this situation for extensions for the two-year time requirement to achieve FM certification.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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Will my prior FM military experience count toward meeting the experience requirement for my certification level?

Frequently Asked Questions

34

Yes. Prior military experience in financial management counts toward your DoD FM experience requirement.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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I’ve taken FM training that I do not see on FM myLearn. How do I submit a course to be included in the Program?

Frequently Asked Questions

36 The short answer is that you should contact your organization’s FM Certification POC. To earn credit for financial management training that isn’t already included in FM myLearn, follow the four steps outlined

below to have your prior education and training considered for fulfillment.

1. Fill out the LMS Course Submission Template located on FM Online.

2. Send the template to your Course Manager, along with the course syllabus. 3. The Course Manager will review it and submit to a Governing Body for review.

4. If your submission is approved, your course will be aligned to competencies and proficiency levels. After the course is properly aligned, it will appear in the LMS for you to select.

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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Where can I find substitute courses for the “Other Required Courses” requirement?

Frequently Asked Questions

38 "Other Required Courses" are specific courses required at Certification Levels 1, 2, and 3. At Level 1 the Other Required Courses are the modules of the DoD FM 101. At Level 2 and 3, the Other Required Courses include Audit Readiness, Fiscal Law, and Ethics. These courses were developed to ensure every DoD FMer has a standardized understanding of these key areas.

There may be other courses that provide Fiscal Law, Audit Readiness, or Ethics that satisfy mandatory course hour requirements. These courses may be used only if they have been recommended by your Component Functional Community Manager and approved by the OSD Functional Community Manager as approved substitutes. You may search for approved substitute course on FM myLearn, under the tab

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Frequently Asked Questions

Do I still need my CDFM after I get this certification?

Will my prior FM experience count toward meeting the experience requirement for my certification level?

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May I obtain a higher certification level than the level required by my current position?

Frequently Asked Questions

40 No, you cannot obtain certification at a higher level than your current position requires. As noted before, after you’ve completed initial certification requirements for your level, you may take courses at higher levels to satisfy Continuing Education and Training requirements. Then, when you have a position requiring a higher level, you can use those courses to meet those requirements.

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Makes a Good FM Workforce Better… Adding More Credibility to What We Do

p://ow.ly/sZfDv

http://go.usa.gov/FYhQ

http://go.usa.gov/8HYC

e DoD-recognized FM test-based certification programs

FM Certification POC