Shape the Future of OneStream Certification: Take the Financial Close Beta Exam
Early Access February 17 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation from February 18 – March 11. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments. Who the Exam Is For This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including: Reconciliation Control Manager (RCM) Transaction Matching (TXM) Reconciliation administration and reporting Journal entries and adjustments Integration between RCM and TXM components Workflow setup, design considerations, and security Cube attribute and dimension usage Data loading and performance management Why Participate in the Beta Participating in the beta provides several unique advantages: 70% discounted exam pricing Full early access to the complete exam before public release Opportunity to provide feedback that helps shape the final credential A chance to validate your real-world skills across core Financial Close capabilities This is an ideal opportunity for professionals who want to influence final exam development while earning certification at a significantly reduced rate. What to Expect The exam is delivered online only, remotely proctored. Candidates should plan for: Use of two cameras — laptop webcam + mobile device Do NOT use a work computer, as the exam may not function properly Supported browsers: Chrome, Firefox, or Edge A full environment readiness check, including a sample quiz and technical verification A quiet, private testing location with all background applications disabled Awareness that dual monitors are not allowed, though an external monitor may be used if the laptop remains closed The exam includes multiple-choice items and performance-based tasks designed to assess true product competency. Ready to Register? Start the process with the step-by-step guide below: 👉 Registration Guide 👉 Prepare today! Download the Exam Study GuideNow Available: Learning Path-level Micro Credentials
OneStream Global Education Services now issues Learning Path micro credentials for the First Project Readiness and Implementing OneStream Financial Close Learning Paths! What’s the difference between a course micro credential and a Learning Path micro credential? Upon successful completion of an individual OneStream course, learners receive an email from Credly where they can claim their course micro credential to share to their social media platforms of choice. Learning Paths are next level in that learners must successfully pass all prescribed courseware in the Learning Path prior to earning the Learning Path micro credential. Do I earn a micro credential for the courses as I complete them AND the Learning Path? Yes! Learners will still earn course-level micro credentials as you have in the past. The only change is that if you complete all courses in a designated Learning Path, you will receive an ADDITIONAL overarching badge to share your achievement! Who is eligible to earn these micro credentials? Everyone! Whether you’re an Employee, Partner or Customer, we want to celebrate your achievement! Which Learning Paths are available today? And which courses are included in them? First Project Readiness Learning Path OneStream Essentials: Building Dashboards OneStream Essentials: Configuring Core Application Security OneStream Essentials: Getting Started with OneStream OneStream Essentials: Building Basic Reports OneStream Essentials: Implementing OneStream Implementing OneStream Financial Close Learning Path OneStream MarketPlace: Implementing OFC Account Reconciliations OneStream Marketplace: Implementing OFC Transaction Matching OneStream MarketPlace: Integrating and Automating OneStream Financial Close What if I’ve already taken these courses? If a learner has already taken these courses to satisfy a Learning Path, no action is needed. They will receive an automated email from Credly informing them that the appropriate Learning Path Micro Credential is ready to claim and share! Who should I contact if I have questions about micro credentials? For any questions, please submit a ServiceNow ticket to Credentialing.Why Platform Architecture Is Now a Business-Critical Skill
In today’s enterprise landscape, platform architecture is the difference between scalable innovation and costly gridlock. Organizations increasingly struggle not with tools, but with platform cohesion, governance, and scale. As platforms grow more complex, the margin for architectural missteps shrinks—leading to performance issues, security gaps, rework cycles, and rising total cost of ownership. What organizations need now is confidence: confidence that their platform will support consistent governance, enable faster onboarding, and evolve without disruption. That confidence comes from experienced professionals who can design platforms with long-term value, performance, and extensibility in mind. That’s why OneStream is introducing the Core Platform Architect Certification. Introducing the Core Platform Architect Certification The OneStream Core Platform Architect certification validates that you can design and architect a OneStream platform that delivers maximum value and functionality—not just today, but over time. Whether you’re leading consolidation, planning, data integration, reporting, or security design, this certification proves you have the architect-level skills to build platforms that scale, perform, and adapt as business needs change. This is not just about knowing where to click. It’s also about understanding why design decisions matter—and how they impact performance, governance, and business outcomes across the entire platform. Not Just a Technologist: The Architect Mindset Core Platform Architects are not implementers executing tasks in isolation. They are decision-makers. They balance trade-offs between flexibility and control, speed and sustainability, innovation and governance. They understand how every design choice—cube structure, workflow configuration, security model, data integration approach—creates ripple effects across the platform. This role bridges business and technology. Core Platform Architects: See the full picture across finance, IT, and operations Design with implementation, scalability, and governance in mind Ensure platforms remain healthy, performant, and aligned with strategic goals Unlike Solution Architects or Administrators, Core Platform Architects focus on architecting the platform itself, guiding both technical and business teams toward durable, future-ready solutions. When this role is done well, organizations realize faster value from OneStream. When it’s not, critical capabilities may be missed—limiting adoption and long-term impact. Is This Certification Right for You? This certification is designed for experienced professionals who take ownership of platform design and long-term success. You may be a strong candidate if you are responsible for questions like these: Will you design and tune platform architecture—cube properties, FX rates, and member settings—to optimize performance? Are you expected to structure workflows, embed calculations, and configure profiles that simplify processes for business users? Do you integrate multiple data sources, configure pipelines, and troubleshoot data loads to ensure reliable information flows? Are you responsible for standardizing reporting, building workspaces, and delivering trusted insights to executives and controllers? Do you manage security, governance, and compliance across users, roles, and data access? Are you the go-to person for automation, system tools, and business rules that extend and future-proof the platform? If this sounds like your role—or the role you’re growing into—this certification is built to validate your architect-level expertise and leadership. What to Expect from the Exam At a high level, the exam includes: Multiple-choice questions covering core architectural knowledge Performance-based, scenario-driven tasks that assess real-world decision-making A proctored, remote delivery experience This certification is intentionally rigorous. It’s designed for professionals who bridge business and technology, and who drive digital transformation through sound platform design. Preparing for Success Most candidates prepare over 6–10 weeks, combining hands-on experience with targeted study. Successful preparation typically includes: Real-world project experience across consolidation, planning, data integration, reporting, workflows, security, rules, and MarketPlace solutions Focused review of core concepts and architecture principles Use of official study guides, prep webinars, and community discussions Perfection isn’t required—but practical understanding is essential. This exam rewards professionals who know how to apply concepts, not just to describe them. A practice exam will launch in 2026 to help candidates benchmark readiness. Special Offer: Save 15% on ILT Classes If you’re planning to prepare for the Core Platform Architect exam, now is a great time to take advantage of our instructor-led training (ILT) classes. All ILT classes are available at a 15% discount during January, February, and March. Simply use coupon code ILT15%Q1_2026 when registering to claim your savings. This limited-time offer is designed to help you strengthen your skills, deepen your understanding of key concepts, and boost your confidence ahead of exam day. Why This Certification Matters—for You and Your Organization Certified Core Platform Architects are in high demand as organizations seek experts who can deliver the full value of their OneStream investment. Earning this certification: Sets you apart as a trusted platform leader Strengthens your credibility with stakeholders and executives Opens doors to greater responsibility and career growth Connects you to an elite community of certified professionals Beyond technical mastery, this certification gives you the confidence and authority to lead platform design initiatives, drive adoption, and ensure your organization’s OneStream platform evolves with emerging technologies and business needs. As enterprise platforms continue to evolve—through automation, advanced analytics, and new architectural patterns—architects who can bridge strategy and execution will be even more valuable. Take the Next Step If you’re ready to elevate your expertise and be recognized as a leader in platform architecture, now is the time. Register for the Core Platform Architect exam Download the official study guide Design platforms with purpose. Lead with confidence. And ensure your OneStream platform delivers value—now and into the future. Frequently Asked Questions Who should take this exam? This certification is ideal for professionals who: Lead platform design and architecture for OneStream implementations Have experience with consolidation, planning, data integration, reporting, workflows, security, and MarketPlace solutions Are responsible for optimizing performance, ensuring governance, and driving business transformation How difficult is it? The Architect-level exam is a more challenging exam compared to others due to the breadth and depth of experience and knowledge required. Do I need all six recommended courses? Not necessarily. The courses are designed to cover all core areas, but you can select those that fill your specific knowledge gaps based on your experience. How long is the certification valid? Certification is valid for 2 years. Can I retake the exam if I don’t pass? Yes, you may retake the exam. Waiting periods apply; please verify current policies with your program coordinator. How do I recertify? Recertification is achieved by earning OnePoints. For more details, visit the https://onestream.com/onepoints.All New Certification Resource
The OneStream Community just got a new resource—and if you’re on the path to certification, this will help you on your journey. We’re excited to unveil the brand‑new Certification area, a dedicated space designed to support your certification path. Whether you’re preparing for your first exam or looking to deepen your expertise, this new hub brings essential resources directly into the Community experience. A New Home for Certification Webinars To kick things off, the Certification area now features our growing library of Certification Webinars. These sessions were previously available only through Navigator and required Passport access. Now, they’re right here in the Community—easier to find, easier to access, and easier to incorporate into your study plan. Certification has always been a powerful way to validate your OneStream skills, stand out professionally, and stay aligned with best practices. By bringing these resources into the Community, we’re making it simpler than ever to learn, prepare, and connect with others on the same journey. The Certification area is launching with webinars today, but there’s much more on the horizon. Throughout the year, we’ll be expanding this space with additional materials and new ways to support your learning. Stay tuned—2026 is shaping up to be a big year for certification in the OneStream Community.
New Exam Announcement: Core Platform Architect Exam
The OneStream Certification Program is pleased to announce the availability of the OneStream Certified Professional (OCP) Core Platform Architect exam! Description Individuals who successfully earn the OneStream Certified Professional Core Platform Architect certification have the knowledge, skills, and experience to design and implement OneStream’s unified financial platform. They have experience with consolidation, planning, data integration, reporting, workspaces, workflows, dimensionality, security, rules, MarketPlace Solutions, and data management. They are knowledgeable in the areas of accounting, finance, and information technology. This exam is based on six courses in the OneStream Essential Series and OneStream Architecture Series: Getting Started with OneStream Building Basic Reports Implementing OneStream Configuring Core Application Security OneStream Administration Designing an Application Design Decisions Instructor Led To prepare for the exam, including exam objectives, learning of recommended courses and real-world experience, download the exam study guide. Register today by logging into CM Connect (formerly known as CertMetrics) and SSO to TestWise! Delivery Type Remote, Live-proctored via webcam Exam Fee $1,000.00 USD Duration 2.5 hours Number of Items 60 to 70 Multiple Choice and 3 to 5 Performance-based tasks Digital Credential Yes For any additional questions, please contact the Certification Team by opening a ServiceNow ticket with credentialing. Thank you to the Exam Subject Matter Experts and Contributors! The OneStream Certification Program thanks the following subject matter experts for their valuable contributions throughout the exam development process. Without their dedication and expertise, this exam would not have been possible. Ben Holladay-McCann, Finit Cindy Eichner, Finit Henning Windhagen, OneStream Software Lara Sturm, OneStream Software Michelle Casey, Finit Rich House, OneStream Software Ryann Hristovsky, Black Diamond Sumeet Dwesar, OneStream Software Wayne Hulshof, Nova Advisory Werner Nindl, Nova AdvisoryCertification Prep Webinar - Reports and Dashboards
Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Specialist (OCS) - Reports and Dashboards exam! Join us on Tuesday, September 30, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Workspaces Dashboard Parameters Dashboard Components ...and more! Our experts presenting will be: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicki Baretta, Manager, Remote Consulting, OneStream Register today to reserve your space!OneStream Certified Associate (OCA) - Implementation Foundations
Do you know how to transform your theoretical knowledge into practical skills? The Implementation Foundations Exam is your gateway to proving your technical proficiency for your first project. Dive into these essential learning resources to ensure you're fully prepared: Course: Getting Start with OneStream Course: Implementing OneStream Course: Building Reports Course: Configuring Core Application Security Webinar Series: Exam Prep for Implementation Foundations on OneStream Navigator Passport Unlock your potential and become OneStream Certified! Visit the Certification website today to learn more about the OCA – Implementation Foundations exam and other certification opportunities.OneStream Certified Associate (OCA) - Administration Exam
Does your OneStream Administrator know how to modify security settings and application properties? Expertise in managing security settings and application properties is crucial. Validate these skills and proficiencies with the Administration R2 certification exam! Prepare with these key learning resources: Course: OneStream Administration Course: Getting Started with OneStream Course: Configuring Core Application Security Webinar Series: Administration R2 Exam Prep on OneStream Navigator Empower your Administrators with the knowledge required to maximize your OneStream implementation! Work with them to support them in their certification journey! Visit the Certification website today to learn more about the OCA – Administration exam and other certification opportunities.OneStream Certified Specialist (OCS) - Reports and Dashboards
Do you excel at creating insightful reports and dynamic dashboards? Are you fluent using Report Designer in a dashboard? Validate your skills with the OneStream Certified Specialist (OCS) – Reports and Dashboards Exam. Equip yourself with these key resources: Course: Getting Started with OneStream Course: Building Reports OneStream Design and Reference Guide OneStream Press Book: Advanced Reporting and Dashboards Webinar Series: Reports and Dashboards Exam Prep on OneStream Navigator Prove your technical competency and become a certified specialist in Reports and Dashboards! Visit the Certification website today to learn more about the OCS – Reports and Dashboards exam and other certification opportunities.Transitioning from Lead Architect to Core Platform Architect
Have you heard? The OCP - Lead Architect certification is being replaced by the OCP – Core Platform Architect certification. What is the OCP – Core Platform Architect exam? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in October. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items. When will the new exam be available? OCP – Core Platform Architect BETA exam – August 25, 2025 OCP – Core Platform Architect GA exam – Late October, 2025 When will the Lead Architect Exam Retire? Typically, OneStream Certification exams will be retired 60 calendar days following the release of a new version. I have an existing OCP – Lead Architect certification. What action must I take? Certification Status Required Action I have a valid, non-expired OCP - Lead Architect certification Complete the newly released Design Decisions Instructor-led course (you MUST complete this training BEFORE your certification expires or you will be required to take the new exam) Or Pass the new OCP – Core Platform Architect exam How do I know when my OCP – Lead Architect certification expires? To locate the expiration date of an existing OneStream certification, log into CertMetrics, expand the “Certifications” menu in the left navigation pane and select “Status”. My OCP - Lead Architect certification has expired Pass the new OCP – Core Platform Architect exam What if I have been preparing for the OCP – Lead Architect exam, and am NOT yet certified? Candidates that have been preparing for the Lead Architect will still be able to take the exam for 60 calendar days after the release of the OCP – Core Platform Architect exam. Where can I learn more about the new Core Platform Architect exam and the Design Decisions course? Please visit the GES Website where the OCP – Core Platform Architect exam details are provided. Candidates are also able to download the exam study guide. For information regarding the Design Decisions course, please visit the OneStream Training website. For Certification questions regarding the OCP - Core Platform Architect exam, please open a ServiceNow ticket with Credentialing via the OneStream Portal.
