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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.

OneStream currently offers three (3) levels of certification and five (5) certifications:

• OneStream Certified Associate (OCA)
  • OneStream Certified Associate (OCA) – Implementation Foundations
  • OneStream Certified Associate (OCA) in Administration R2
• OneStream Certified Professional (OCP)
  • OneStream Certified Professional (OCP) - Core Platform Architect
• OneStream Certified Specialist (OCS)
  • OneStream Certified Specialist (OCS) Financial Close
  • OneStream Certified Specialist (OCS) Reports and Dashboards

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 Associate (OCA) – Implementation Foundations study guide HERE.

Download the OneStream Certified Associate (OCA) in Administration R2 study guide HERE.

Download the OneStream Certified Professional (OCP) – Core Platform Architect study guide HERE

Download the OneStream Certified Specialist (OCS) – Financial Close study guide HERE.

Download the OneStream Certified Specialist (OCS) – Reports and Dashboards 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.

Hybrid Multiple-Choice and Performance-Based Exams (2.5-4 hours)

• OneStream Certified Associate (OCA) – Implementation Foundations exam
• OneStream Certified Associate (OCA) – Administration R2 exam
• OneStream Certified Professional (OCP) – Core Platform Architect exam
• OneStream Certified Specialist (OCS) – Financial Close exam
• OneStream Certified Specialist (OCS) – Reports and Dashboards 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 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.

Your certification can only be extended while the exam you passed to earn the certification is available in production. Once the exam you passed to earn the certification retires, you may no longer extend your certification. You will need to pass the new exam in order to keep your certification current.

• Earn 40 OnePoints within 24 months of earning your certification
  • Qualifying training in Navigator should be automatically sent to CM Connect and should reflect in your Continuing Education process within 24 hours. If you do not see the points reflected after 24 hours, submit a case in ServiceNow for assistance
  • For webinars, live Tech Talks and live Certification Exam Prep seminars, Splash sessions, and other training and activities outside of Navigator, you should manually submit via CM Connect
    • Go to osportal.onestream.com
    • Select the CM Connect tile
    • Click “History” and “Upload Items” in the left navigation pane
    • Enter the required information
    • Please allow 10 business days for the submission to be processed. The submission will be marked as “Invalid” until the Certification team has had the opportunity to review and validate.

Several systems work together to deliver OneStream’s certification exams. It is essential that you test requirements of each system PRIOR to your scheduled reservation to avoid issues on test day.

• You will need TWO cameras for your exam; 0ne on your laptop and one on your mobile device.
  • Download Google Meet for FREE on your mobile device.
• Verify your sound, camera, and microphone all function in both sample meetings.
  • Use a supported browser: Chrome, Firefox, or Edge (NOTE: Safari and Internet Explorer are unsupported).
  • Turn off your popup blocker
  • Verify you can complete this 5-question quiz PRIOR to exam day.
    • You must verify your computer and testing location both meet the minimum requirements. Perform these verification steps EARLY and from the same PRIVATE location and room where you will take your exam, using the SAME computer you will use when you take your exam.
  • All background applications and processes must be disabled, as they could interfere with exam performance.
  • Be sure that all VPN software is disabled or disconnected. For best results, do NOT test on a work computer or Chromebook; there may be security configurations on your work computer that could affect exam performance.
    • It is common for companies to setup VPN and network filters that will interfere with your exam. Your IT department can add settings to allow your exam to function properly, but it may take a few days. If a candidate is unable to test due to interference with background applications and processes, the exam appointment and fee will be forfeited, and the candidate will need to reschedule their exam and pay a retake fee.
      • If you experience issues using a company computer or sitting at work, ask your IT department to following the instructions in this guide, which may resolve the issues
  • Ensure that third-party cookies are enabled in the browser.
  • Clear the browser’s cookies and cache.

Be sure that the name on the government identification (ID) that you will present to the proctor on exam day exactly matches the name you have used to register for the exam. If the names do not match, contact the Certification team to update your name by submitting a case form via the ServiceNow Support Portal.

Upon successful completion of a OneStream certification exam, candidates will receive two emails. The first email, from CM Connect (do-not-reply@certmetrics.com), is notification that a certification has been awarded. The second email will come from Credly allowing candidates to claim and share their digital credential. The emails are sent to the business email address associated with your OneStream account in Okta.

If you do not earn 40 OnePoints to extend your certification prior to the expiration date, you have two options:

• You will have a 90-day grace period in which you may complete your points accrual
  • You will need to manually track any OnePoints earned between your certification’s active and expiration dates.
  • When you have reached 40, you will need to submit a case in ServiceNow to request the Certification team to reinstate and extend your certification, including your manual OnePoints activity tracking
  • This MUST be completed within 90 days of your expiration date
• Alternatively, you may take the current exam
  • If you do not complete the 40-point requirement within 90 days of the expiration date, you will be required to take the current exam in order to renew your certification

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 certification history:

• Go to osportal.onestream.com
• Click on the CM Connect tile
• Select Certifications and Status in the left navigation column to view your Certification history
• Select History and Exams 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 certification@onestreamsoftware.com and admin@credly.com

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 noreply@itemexperts.com.

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.
• The cost for each subsequent attempt (after the first attempt) will be:
  • OneStream Certified Associate (OCA) – Implementation Foundations exam – $300USD
  • OneStream Certified Associate (OCA) – Administration R2 exam – $300USD
  • OneStream Certified Professional (OCP) – Core Platform Architect exam – $300USD
  • OneStream Certified Specialist (OCS) – Financial Close exam – $300USD
  • OneStream Certified Specialist (OCS) – Reports and Dashboards exam – $300USD

• Any OneStream Press books purchased through October 1, 2026 are eligible to receive the discount
• Book purchasers have 1 year from their purchase date to request a discount coupon/voucher
  • send proof of purchase (must show your name, date of purchase, and 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) to the Certification team via the ServiceNow Support Portal and request the exam discount.
• Books purchased after October 1, 2026 are no longer eligible for the discount

Credly is a digital credentialing platform that works with credible organizations to provide digital credentialing to individuals, worldwide.

It is common in the industry to refer to digital credentials and micro-credentials collectively as “badges.” We often follow this practice as well at OneStream, however, the digital credential is differentiated by the additional level of rigor involved in achieving the OneStream Certified status. Digital Credentials, also referred to as “Certifications” are only earned by passing a high-stakes OneStream Certification Exam.Micro-credentials are earned for completing one or more of a range of requirements, including courses and labs, passing assessments, and participation to name a few. Badges are associated with course completions as well as engagement within the community and are typically issued within the OneStream Community.

Representing your skills as a digital credential or micro-credential gives you a way to share your abilities online in a way that is simple, trusted, and can be easily verified in real time. Digital credentials and micro-credentials provide viewers concrete evidence of what you had to do to earn your credential and what you’re now capable of. Credly also offers occupation market insights and guidance on relevant job roles based on your skills.

A digital credential represents a OneStream Certification. This is the highest level of credentialing. If you passed a high-stakes certification exam with a proctor present, you have likely earned a digital credential. The title of your credential will have ‘Certified,’ or ‘Certification’ included.A micro-credential will be represented by the name of the training you completed, or the program in which you participated. A micro-credential is NOT a certification and should NOT be referred to as such.

You will receive an email notification from Credly (admin@credly.com) with instructions for creating your account and claiming your badge.

Once issued, digital credentials and micro-credentials remain available on the Credly platform and will be available to be shared anytime you accept the terms to claim and share. The first time you log into the Credly system, you will see all credentials that you have earned and are qualified to claim and share.

Please contact the Certification team by submitting a case form via the ServiceNow Support Portal.

If you’re not seeing your micro-credential in your Credly profile, take these steps first:

1. Confirm that your training dashboard in Navigator reflects 100% completion of the training.
2. Check your spam or junk folder for the email from admin@credly.com

If you have confirmed these two steps, please contact the Certification team by opening a case in the ServiceNow Portal.

If you are not able to see all the digital credentials and/or micro-credentials you’ve earned in your Credly profile, it is most likely that you have two Credly profiles. If you have multiple Credly profiles, it is likely that you also have multiple accounts at OneStream. There are a few steps you should take in this situation:

1. Sign into Navigator and CM Connect to see if your training, micro-credentials, and certifications display under your current account.
   1. Go to osportal.onestream.com
   2. Select the CM Connect tile and go to Certifications and Status to view the certifications and micro-credentials you have earned
   3. Next select the Navigator tile in OSportal and check your training history
   4. If anything is missing on either platform, you should open a case in the ServiceNow Portal and request that your accounts be merged. Please be sure that you provide your previous email address as well as your current email address.
2. Sign into your Credly profile (you should still be able to use your old email address to sign in, even if you no longer have access to the email box).
   1. Update your demographic information. You can keep the old email address and mark the new one as 'primary' if you like.
   2. If you've ended up with two Credly accounts and need to merge them, Credly has a great video on merging your accounts. They also have a video on merging accounts if you no longer have access to one of the email addresses.
   3. If you need further assistance with your Credly account, you can submit a request to Credly Support.

You can see the expiration date for each individual digital or micro-credential in the metadata for that credential. Typically, digital credentials (OneStream Certifications) are valid for 24 months. During those 24 months, you will be able to complete training and other activities to earn 40 OnePoints to extend your certification for another 24 months. Micro-credentials do not typically expire. Expired digital and micro-credentials will still be visible in Credly but will be flagged as expired.

No. Visually, expired credentials will be indicated by the date range (month/year to month/year) displayed beneath the credential name in the metadata on the Credly platform. Expired certifications will be reflected as such on Credly.

You can access Credly’s support center here. You will find a wealth of FAQs, articles, and videos to assist with your inquiries. You may also submit a support ticket to receive help directly.

OnePoints-eligible activities include but are not limited to, select OneStream instructor-led and on demand training, Tech Talks, webinars, conference attendance and workshops just to name a few. You can find the full list of eligible activities and their points values in Navigator by selecting the Certification tab and clicking OnePoints.

OnePoints-eligible courses will display.

• Qualifying OneStream training that is tracked in your Navigator transcript is automatically imported to CM Connect once completed and displayed on your earner dashboard.
• Activities that are not tracked in your Navigator transcript will require a self-upload of evidence to CM Connect for the Certification team to process and award OnePoints.
  • Sign into osportal.onestream.com
  • Click the CM Connect tile
  • Click ‘History’ and ‘Upload Items’
  • Enter the required information
  • Please allow 10 business days for the submission to be processed. The submission will be marked as “Invalid” until the Certification team has had the opportunity to review and validate.
• You may view your OnePoints at any time by following these steps:
  • Sign into osportal.onestream.com
  • Click the CM Connect Tile
  • Select ‘Certifications’ and ‘Continuing Education Progress’

You can earn OnePoints for any activity that you complete within the 24-months prior to your current certification expiration date in CM Connect.

Typically, webinar, Tech Talk, Splash session, etc. titles and dates are sufficient for validation. If you have documentation like completion certificates, CPE certificates, supporting emails, or any other relevant documentation, attaching those to your submission can be helpful.

Log into osportal.onestream.com and select the OneStream Navigator tile. Click on your name in the upper right corner. Select “Transcript.”

The certification expiration date will be automatically updated in your digital badge template on the Credly platform once it has been updated in CM Connect.

Listening to a podcast does not earn OnePoints. Unfortunately, we do not have a way to track or qualify podcast listeners. However, we encourage you to subscribe and listen to the OneStream podcasts as a part of a robust approach to always be learning. We will award OnePoints if you are a guest or presenter on a podcast.

Courses are periodically reviewed and updated. Sometimes this may change the amount of content in a course, which will change the number of points awarded for the course. Your OnePoints will be awarded based on the number of points earned by the version of the course you completed.

Completing the OneStream Architecture: Design Decisions course is the bridge from OneStream Certified Professional (OCP) – Lead Architect certification to OneStream Certified Professional (OCP) – Core Platform Architect certification. If this course completion was used to earn the Core Platform Architect certification, it will NOT also earn OnePoints.

The Design Decisions course may be used by Certified Lead Architects to earn the Core Platform Architect certification OR it can be used to earn OnePoints toward certification extension. It cannot be used for both.