Step-by-Step Registration
Empower Yourself with OneStream Learning
Global Education Services (GES) is your trusted OneStream learning partner from onboarding to mastery. Our expert-led programs accelerate adoption, deliver measurable outcomes, and maximize the value of your OneStream investment. Whether you’re just getting started or scaling across teams, we provide the right learning—at the right time—to support every stage of the journey.
Your Step-by-Step Learning Playbook
Download a practical guide with clear steps, best practices, and recommendations to help individuals and teams learn, grow, and succeed with OneStream.
Exam Study Guide
OneStream recommends preparing for exams based on a combination of formal training, OneStream Press books, commonly referenced product documentation, and real-world experience. Stay tuned in the future for additional OneStream resources, including:
- Customized learning paths
- OneStream Press books
- OneStream Community for collaboration
- Exam preparation webinars
- Whitepapers
- Bulletins
- Blogs
Each exam will have a Study Guide that outlines a unique set of knowledge, skills, and abilities aligned to domains (aka., sections), exam objectives, and recommended study. The knowledge or skills required to pass the exam were defined through a job task analysis conducted with subject matter experts, and validated through a blueprint survey, which ultimately determined the weighting of each domain and exam objective. Study Guides will outline the recommended courses and product documentation, as well as the sections with percentage of questions in each domain.
Exam Type and Price in USD:
Implementation Foundations $1,000
Administration R2 $1,000
Core Platform Architect. $1,000
Financial Close $1,000
Reports and Dashboards. $1,000
Prices are valid for one (1) exam attempt. A second or subsequent exam attempt will cost $300 each.
TIP: Attendance in the recommended training does NOT guarantee candidates will successfully pass a OneStream certification exam. The best way to prepare for an exam is by having practical, hands-on, real-world experience.
DOWNLOAD IMPLEMENTATION FOUNDATIONS STUDY GUIDE
DOWNLOAD ADMINISTRATION R2 STUDY GUIDE
DOWNLOAD THE CORE PLATFORM ARCHITECT STUDY GUIDE
Ready to Schedule your Exam?
The first time you register for a OneStream exam, you will need to:
- Sign into CM Connect using the CM Connect tile in the OneStream Portal.
- Review your CM Connect profile and confirm your name matches the name on your legal identification.
- Click on “Take an Exam” in the left-hand menu and click on “SSO to TestWise.”
- Questions? Please contact the Certification team by submitting a case form via the ServiceNow Support Portal.
TIP: Make sure you have reviewed the OneStream Certification Program Terms and Non-Disclosure Agreement in advance. On the day of the exam, you will be asked by the proctor to pan the room with your webcam, close all running processes, and you must agree to the OneStream Certification Program Terms and NDA before you will be allowed to take the exam.
Exam Information
Reasonable accommodations are granted for candidates with documented disabilities, in coordination with our test delivery provider. Special accommodations will be arranged individually and in advance with the test delivery provider. Accommodations must be requested prior to scheduling each exam.
Questions? Please contact the Certification team by submitting a case form on the ServiceNow Support Portal.
If you need technical support during your exam, alert your proctor so they can pause your exam and stop the exam clock. Time elapsed for technical support will not be counted as exam time.
Make sure you have the right tools with you on test day. The items listed below are required.
- Government-issued IDs. You will show these to the proctor via webcam during authentication.
- Computer or laptop.
- PC or Mac connected to a power source.
- You must be allowed to download software to this computer.
- You must have a strong internet connection. We recommend a wired internet connection with minimum 5 Mbps download speed & 3 Mbps upload speed.
- Verify you can complete this 5-question quiz prior to exam day.
- Use a supported browser: Chrome, Firefox, or Edge. (NOTE: Safari and Internet Explorer are unsupported.)
- Turn off your pop up 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 popup 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.
- For best results, do NOT test on a non-work computer or Chromebook; there may be security configurations on your work computer that could affect exam performance. Chromebooks are NOT supported.
- Webcams.
- In addition to your computer, you must have a cell phone or tablet.
- You will need to make sure both the computer and cell phone/tablet are plugged in and charging during the exam. Audio must work on both devices.
- Although a proctor will walk you through each of the details below, the following will provide you with an idea of what will happen and what will be needed. These things will not always necessarily happen in this order.
- Once the proctor arrives, they will send you a google meet code that you will connect on your mobile device, after that you will be speaking to the proctor, rather than typing chats.
- The proctor will then send you a URL to connect to MonitorEDU on the computer.
- The proctor will send you the rules for MonitorEDU and any specific rules about the exam.
- You will need to show your government-issue ID.
- You will complete a 360-degree scan of your room. See this FAQ for specific details of how to set up your room.
- Desk surface needs to be clear of any non-exam related materials.
- Microphone.
- Speakers.
Prohibited Equipment
- Use of cell phones and/or tablets for taking the exam is NOT allowed. They are to be used for proctoring purposes ONLY.
- You must remove your smart watch, any listening devices (other than hearing aids), and check your pockets.
- Dual monitors are NOT allowed for OneStream Certification exams. However, due to the small size of laptop screens, external monitors are permitted if the laptop stays CLOSED. TWO webcams are still required, so candidates must provide their own external webcams for the remote, video proctored exam session to allow the proctor a full view of the candidate, and the candidate’s surroundings, including the desktop.
To reschedule or cancel an exam, complete the following steps:
- Log into your CertMetrics account and SSO to TestWise as you did to schedule your exam.
- On the dashboard, click Cancel Exam.
- Follow the on-screen instructions.
- If you wish to reschedule your exam, click “Schedule Exam” when the page refreshes.
RESCHEDULING/CANCELLATION:
Candidates can reschedule or cancel an exam up to 24 hours before a scheduled exam without a fee/penalty.
Rescheduling or canceling an exam within 24 hours of an existing appointment will result in a $5 late fee (payable the next time you schedule a proctor).
Refunds for cancellations will be credited to the original form of payment. If a voucher was applied, the voucher will be reactivated.
NO-SHOW: There will be no refunds for candidates who do not appear for an exam. Candidates forfeit the exam fee and will pay another exam fee for any future registration.
Exam Protocols
Exams will be online and remotely proctored through video. And, Monitor EDU will record the entire testing session for archiving purposes.
Exams will be timed in considering the amount of time it would take to answer all items on an exam.
Exams will have delayed scoring, ensuring that OneStream performs industry standard statistical analyses on all exams to ensure compliance. Once you complete an exam, you will find out if you passed or failed within 2-3 business days. Access your CM Connect account to review your certification status.
Before you take an exam, you need to have the required equipment and you need to organize your test-taking environment so it complies with stated rules. The proctor will perform an authentication of your identity and verify your test-taking environment before you may start your exam.
Make sure you have prepared your testing environment so that you comply with all exam rules.
- You must be alone in the room throughout the test. If you take the exam at your place of work, please book a conference room or an equivalent private space. Do NOT take the exam in a cubicle or your exam may be interrupted by the proctor.
- Your webcam, speakers, and microphone must remain on throughout the test. The proctor must be able to hear, see, and speak to you for the duration of the test.
- You must have a clear desk and clear workspace. No scrap paper.
- You may not wear hoodies, sweatshirts, jackets, neckties, or hats.
- The proctor will conduct a room scan via webcam.
- You may not leave your seat unless allowed by the proctor.
- You may not speak to anyone during the exam, unless you are trying to contact the proctor.
- If you are having any issues, contact the proctor. If you can not reach the proctor, use the email or phone number on the Monitor EDU web page.
Plan to sign into Monitor EDU 15-minutes prior to your scheduled exam appointment. This will allow sufficient time for the proctor to complete the authentication process, as well as assist you with any technical issues.
1. Launch your exam by logging into CM Connect via the OneStream Portal.
- In the left-hand pane, expand “Take an Exam” and then click “SSO to TestWise”
- When the page refreshes, click “Continue to TestWise”.
- On the TestWise dashboard, click the “Start Exam” button to be taken to Monitor EDU
2. On the Monitor EDU dashboard click Start Exam.
3. The proctor will walk you through the authentication process. You will be asked to:
- You will need to download google meet on your mobile device as part of the two-camera proctoring process. The proctor will send you a google meet code that you will connect on your mobile device, after that you will be speaking to the proctor, rather than typing chats.
- Show your government-issued identification (ID) to verify your identity (Examples include: passport, driver’s license, military ID). ID must:
- Be original.
- Be unexpired.
- Contain a recognizable photograph.
- Contain a signature.
- Contain a full name that exactly matches the name on the registration.
- If the name in your CM Connect profile does not match the name on your government issued ID, please submit a case form to the Certification team via the ServiceNow Support Portal immediately to get it updated.
- Show your room, desk, and immediate workspace to ensure exam security.
- Show your task manager or any other application that shows processes currently running on your computer. You will be required to shut down any processes and applications not required to take the exam.
- Once you have completed the authentication process, your proctor will provide you access to the exam.
4. Review the on-screen exam instructions and click Start Exam when you are ready.
5. By clicking Start Exam, you agree to the OneStream Certification Program Terms and Non-Disclosure Agreement. We strongly recommend that you review these terms prior to your exam appointment by clicking on this link.
6. Begin your exam – Good Luck!
Scheduled breaks are not configured for OneStream certification exams. For online exams, you are not permitted to stand up from or leave the view of the camera for any reason, other than a restroom break, for the duration of the exam. If a restroom break is required, contact the proctor directly. If the proctor does not respond to a verbal request, initiate a request through the chat function in the MonitorEDU environment.
While taking an exam, you can expect your behavior to be monitored throughout the test-taking period by a OneStream test delivery provider (e.g., Monitor EDU proctors). You must complete your own exams without assistance. However, if there is a malfunction with a test computer, report the issue immediately to a test administrator or proctor, and request that they log an incident. Do not ask test delivery providers/proctors questions about exam content or scores, as they will be unable to assist in these matters.
During testing, there will be a built-in timer on the computer screen that will show how much of your testing session remains. Be sure to plan wisely so that all questions can be answered in the allotted time.
Expertly Guided Learning for Your OneStream Journey
Not sure which training path is right for you and your team? Our Account Executives are here to help—acting as trusted advisors to guide you, answer your questions, and set you up with training that fits your goals.
