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The OneStream Certification Program provides objective-based assessments of OneStream technical expertise through securely proctored, computer-based exams (based on real-world job tasks). Candidates can validate their technical knowledge and competency by becoming OneStream Certified based on their specific area of expertise on OneStream. Successful completion of the program’s current requirements results in the achievement of a OneStream Certification.

As of January 2023, OneStream currently offers the OneStream Certified Professional (OCP) – Lead Architect certification exam and the OneStream Certified Associate (OCA) in Administration certification exam. To learn more about available exams, please visit the OneStream Certification Program webpage.

A Certification is earned after successfully passing a qualifying OneStream Certification Exam. A Micro-Credential is earned after successfully completing a OneStream training course. Visit the Digital Credential webpage for more information.

Certification requirements, sample items, exam objectives, and recommended training is available for each OneStream certification within the corresponding exam study guide.

Download the OneStream Certified Professional (OCP) – Lead Architect study guide HERE.

Download the OneStream Certified Associate (OCA) in Administration study guide HERE.

Download the OneStream Certified Associate (OCA) – Implementation Foundations study guide HERE.

The OneStream Certification Program will establish a thriving community of proven OneStream professionals prepared to support the future of intelligent finance. OneStream’s certifications will demonstrate the highest levels of technical competency, productivity, and industry recognition, offering a way to advance careers and gain a competitive advantage.

To achieve the OneStream Certified status, candidates must pass an online proctored exam. The OneStream Certified Professional (OCP) – Lead Architect certification is a hybrid multiple-choice and performance-based exam. The OneStream Certified Associate (OCA) in Administration certification exam consists of multiple-choice items only. OneStream Certification exams are based on a combination of the OneStream books, formal training material, commonly referenced product documentation, and real-world scenarios.

There are several systems that work together to deliver OneStream Software exams. It is essential for you to test requirements of each system prior to your scheduled reservation to avoid issues on test day.

Take these important steps to be sure that you will be able to take your test:

1. Confirm that your system meets the Technical Requirements for taking this exam.
2. Perform an Examity system requirements check for remote proctoring.
3. Verify both GoToMeeting and Zoom run by using these sample meetings.
4. Verify your sound, camera, and microphone all function in both sample meetings.
5. Use a supported browser: Chrome, Firefox, or Edge. (NOTE: Safari and Internet Explorer are unsupported.)
6. Verify you can complete this 5-question quiz PRIOR to exam day.
7. Turn off your popup blocker.  (Day of exam – if you may forget on the day of the exam, turn it off now while you are performing checks.). If test-takers have their pop-up blocker enabled, there could be a delay when launching the exam session. When candidates select Connect to Proctor, that button initiates the screen share application. If that does not launch properly or immediately, it can feel as though the proctor is not available, though they are in the screen share session.
8. For best results, test on a non-work computer. There may be security configurations on your work computer that could affect exam performance.
9. If you experience issues using a company computer or sitting at work, ask your IT department to follow the instructions in this guide, which may resolve the issues.

Familiarize yourself with the exam platform by watching the video: What to Expect While Taking An Exam.

Certification exams will be retired 60 days following the release of a new exam version.

Upon successful completion of a OneStream certification exam, candidates will receive an email from CertMetrics informing them of successful completion of an exam and that exam results are available through OneStream.​

The email also contains instructions on receiving a OneStream Certified backpack and claiming the digital credential at Credly. Candidates should be sure that their inbox is set to accept emails from @certmetrics.com.

OneStream certification exams are designed to determine if a candidate’s overall ability in a specific area either meets or exceeds what has been defined as minimal competency.  Each exam item, whether multiple-choice or performance-based, contributes to that determination.  Regardless of how high or low a candidate scores on an exam, only one valid conclusion can be made: the candidate either does or does not possess the minimally-acceptable knowledge, skills, and abilities for the content covered by the exam. Since the only meaningful and valid inference that can be made is a pass or fail decision, that is the only information that is reported.

If you don’t pass on your first attempt, you must wait 3 days before taking the exam again. If you don’t pass on your second and subsequent attempts, you can retake the exam after a 14-days waiting period, with a maximum of 4 exam attempts in a 12-month period.

OneStream certifications expire 24 months from the date a credential was achieved. Any time during those 24 months, you can complete activities (like training, webinars and conferences, among many others) to earn OnePoints that will go toward certification extension. You must earn 40 OnePoints to extend your certification for 24 months from the original expiration date. Learn more about OnePoints.

• Complete activities that earn OnePoints and save evidence (certificates, email confirmations, etc.)
• Earn 40 OnePoints over the 24-month validity period of your certification
• Submit all evidence to OneStream Certification by submitting a case in ServiceNow
• The Certification team will validate your evidence and process the extension

Learn more about the OnePoints program and what activities earn points.

Upon successful completion of a OneStream certification exam, candidates will receive two emails. The first email, from CertMetrics, is notification that a certification has been awarded (and an electronic certificate is available for download in your CertMetrics profile). The second email will come from Credly allowing candidates to claim and share their digital credential. The email is sent to the business email address associated with your OneStream account in Okta.

If you fail to take the required action PRIOR to your certification expiration date, the certification within CertMetrics will expire and the digital credential issued by Credly will become inactive.  If this occurs, you will need to pass the current exam.

Upon successfully passing a OneStream certification exam, candidates will receive two emails. The first email, from OneStream Certification, is notification that a certification has been awarded (and an electronic certificate is available for download in your CertMetrics profile). The second email will come from Credly allowing candidates to claim and share their digital credential. The email is sent to the business email address associated with your OneStream account in Okta.

If you need to make changes to your profile information, you will need to make the update in Salesforce and the changes will flow through to CertMetrics.

• If you have access to submit a ServiceNow request with OneStream Software, please submit your demographic information to be updated.
• If you do not have access to submit a ServiceNow request with OneStream Software, please contact the OneStream Administrator at your company who will submit the request for you.

To view your exam and certification history:

• Sign into CertMetrics via your OneStream Portal
• Select Certifications and Status in the left navigation column

OneStream makes available to the certified individual a way to send an electronically verifiable proof of certification. Employers and others may request that the individual provide a proof of certification. It is then up to the certified individual to provide the proof of certification.

Candidates’ credentials may be verified by logging into the Credly platform.

OneStream has partnered with Credly, to recognize your knowledge gained along the learning journey with badges and digital credentials that will result in greater visibility for customers and partners that publish their credentials online. Digital credentials are earned by passing a OneStream certification exam. You will receive a digital, shareable, and verifiable credential that you can post across various social media platforms.

There is NO FEE for this service! Benefits of a Credly badge or digital credential include:

• A web-enabled version of your credentials that can be shared online
• A more efficient way of posting to social media platforms
• A trusted method for real-time credential verification

Start claiming and sharing your digital credentials and badges today. Just follow these simple steps:

• Receive an email from Credly
• Create an account on the Credly website
• Accept the Terms and Conditions
• Claim your badge and start sharing

Be sure to check your clutter or spam email folders to ensure you are receiving communications from [email protected] and [email protected]

For more information, read the Digital Credential and Badge Program Frequently Asked Questions (FAQs)

OneStream strongly recommends specific courses and associated exercises to develop individuals to successfully do their job. These courses are not required; however, they are available for those who do not meet the minimum level of competence as tested by the exam. Be cautioned that attendance in a training course does not guarantee passage of a certification exam.

OneStream recommends real-world experience using its software prior to attempting an exam. Certification requirements, study guides (including exam objectives), recommended training, and registration details can be found on the Available Exams webpage.

To learn about current training opportunities visit the OneStream Training webpage.

You can get all the information you need to help you prepare for an exam in its study guide. You can find the study guide for any given exam on the Available Exams webpage.

You can also find step-by-step instructions to register for the exam on our website.

OneStream Certification has created a comprehensive Step-by-Step Guide to logging in to CertMetrics and registering for your exam.

Upon making payment for your exam, you will receive an email from TESTWise, with payment confirmation.

The subject line will be ‘Exam Payment Processed’ and the email comes from [email protected].

If you need to use this receipt for reimbursement or tax purposes, do not delete the email. Additionally, you can login to your TESTWise account, view your exam history, and send yourself a new invoice.

Please contact the Certification team by submitting a case form on the ServiceNow Support Portal for any issues you had with exam delivery. Provide as much information as possible in your email. If you experience issues DURING your exam, immediately contact the proctor and CMS support during the exam session. ​

If you fail the exam on your first attempt, you must wait 3 days before taking the exam again. If you don’t pass on your second and subsequent attempts, you can retake the exam after a 14-day waiting period, with a maximum of 4 attempts in a 12-month period. Each subsequent attempt for the OneStream Certified Professional (OCP) – Lead Architect certification exam will cost $300 USD. Each subsequent attempt for the OneStream Certified Associate (OCA) in Administration will cost $125 USD.

To take advantage of a book purchase promotion, send proof of purchase (proof of purchase must show confirmation of payment and can be a forwarded copy of a receipt, a screen shot of a paid invoice, or other documentation to show that you have purchased and paid for the book as well as the date you purchased the book) to the Certification team via the ServiceNow Support Portal and request the exam discount.

You will also select the “I have purchased a OneStream Foundations Handbook and have submitted proof of purchase to the Certification team through the ServiceNow Portal.” Special Circumstance when submitting the OneStream Certification Exam Request Form