Policies and Procedures

Certification Policies and Standards

This document governs the overall policies, standards and requirements for certification.

Application and Renewal Procedures

This document provides more detailed guidance on the application and renewal process and requirements for certification.

Petition for Reconsideration

This form is used by Applicants or Certificants who wish to clarify their status if they may not be in compliance with the Certification requirements found in Article V(B) of the Certification Policies and Standards and/or Section 2.2 of the Voluntary Pre-Screening Questionnaire.

Voluntary Pre-Screening Questionnaire

Voluntary Pre-Screening Questionnaire

The Voluntary Pre-Screening Questionnaire assists potential Applicants for Certification (and their employers) in determining whether they meet the Candidate Fitness Standards of Fincert.org. This questionnaire is for the convenience of the Applicant and/or their employer and should not be sent to Fincert. The formal Application will ask similar questions that address the Candidate Fitness Standards. Please remember that an Applicant that does not meet the Candidate Fitness Standards will have their application denied, and all fees are non-refundable.

Exam Help

Exam Policy

Remote Proctor Quick Guide

Having technical issues with the exam software?

Please call 1-855-436-2039

Having issues logging into the exam platform or starting your exam?

Please text your name, course name and a callback number to 207-355-5583

Continuing Education

CEU Policies

This document provides more detailed guidance on the recognition, reporting and management of continuing education units (CEUs.)

CEU Pre-Approved List
Download Pre-Approved List 2017-12-15

This is a list of pre-approved CEU Programs. If a course is on this list you can take it without further permission from Fincert. You are not required to take courses that are on this list. Please use the CEU Approval Request Form if you are seeking credit for a course not listed.

CEU Approval Request Form

This form must be submitted for CEU Programs not already on the CEU Pre-Approved List. Please see the CEU Procedures document above for more detailed information on requirements for CEU Programs.

2018 Summer Webinar Series

Help Center Videos and Step-by-Step Guides

Click here for Videos and Step-by-Step guides to help you through the application processes

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