Policies and Procedures
This document governs the overall policies, standards and requirements for certification.
This document provides more detailed guidance on the application and renewal process and requirements for certification.
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
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.
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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.
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.