The document provides an overview of the DoD Financial Management Certification Program, including:
- The purpose of establishing competencies and certification requirements to develop expertise standards for the DoD FM workforce.
- Three certification levels based on position scope and complexity, with increasing requirements for training, experience, and education.
- A course-based certification approach utilizing the DoD FM Learning Management System to track training aligned to FM and leadership competencies.
- Resources available to FM personnel to guide their professional development path, including online courses and matrices to translate prior academic training into certification credit.
Methodology for developping expenditure ceilings (aggregated and disaggregated), including integration of sector strategies, baase-line expenditure, no-policy-change basis, design, scope, time horizon, comprehensiveness, policy costing, inflation adjustment, etc.
Methodology for developping expenditure ceilings (aggregated and disaggregated), including integration of sector strategies, baase-line expenditure, no-policy-change basis, design, scope, time horizon, comprehensiveness, policy costing, inflation adjustment, etc.
يسر المركز الإداري والمالي للتدريب أن يعلن عن بدأ #دورة #جديدة #زمالة_المحاسب_الإداري - الجزء الاول (CMA) في جدة.
تاريخ بدأ الدورة : 29 نوفمبر 2015.
مدة الدورة : 20 - 24 محاضرة.
توقيت الدورة : من الـ 7:00 مساءً إلى الـ 10:00 مساءً.
-محاضرتان أسبوعياً.
-شامل الكتاب الاصلي و الأكسيس كود.
- شهادة معتمدة من المؤسسة العامة للتدريب التقني والمهني.
#خصم خاص للتسجيل المبكر ! الأعداد محدودة جداً
** ما هي شهادة CMA:
هى شهادة متقدمة ومعتمدة عالمياً من المعهد الأمريكى للمحاسبين الإداريين (IMA ) لدعم المحاسبين والمديرين الماليين فى تطوير أداء منظماتهم والتطوير المهنى المستمر لهم وإعدادهم ليلعبوا الدور الأساسى فى إتخاذ القرارات الإستراتيجية.
**مميزات الحصول على هذه لشهادة :
1. اعتلاء مناصب إدارية عليا في جهات أعمالهم
2. زيادة المعرفة العلمية في مجالات متعددة الإدارة والمحاسبة المالية ومحاسبة التكاليف والاقتصاد والتمويل، ... الخ)
3- الحصول على الإعتماد المهنى الدولى .
4. التميز بارتفاع الرواتب
5- تحقيق ميزة تنافسية من خلال زيادة القدرات والمهارات والمعرفة المهنية.
** الفئات الوظيفية المرشحة للحصول على شهادة CMA :
تشمل الفئات المرشحة للحصول على هذه الشهادة المتخصصين في حقل المحاسبة الإدارية ومنهم:
- المدراء الماليون الراغبون في الحصول على تأهيل مهني يوثق خبرتهم العملية، وكسب المعرفة التي تمكنهم من أداء *مهامهم الوظيفية بأسلوب ومنهج علمي متطور
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Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
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1. Office of the Under Secretary of Defense (Comptroller)
DoD Financial Management
Certification Program
2. https://fmonline.ousdc.osd.mil/
2
Agenda
• Certification Program Background
• Purpose
• Foundation: Competencies
• Applicability
• FM Certification Requirements
• FM and Acquisition (DAWIA) Certifications
• FM Certification Resources
• Getting Started – The Three-step Process
• DoD FM Learning Management System (LMS)
• Summary
• Questions
• Practical Exercise
3. • To achieve auditable financial statements and provide strong financial
management (FM), the Department needs a well-trained financial workforce
• While we have some good training programs, the Department did not have
a framework to guide FM workforce training and emphasize key types of
training such as audit readiness and decision support
• In early 2011, senior DoD FM leadership initiated efforts to develop a DoD
FM Certification Program
• The National Defense Authorization Act for Fiscal Year 2012 (Public Law
112-81) provided the Secretary of Defense with the Authority to Prescribe
Professional Certification and Credentialing Standards
• Nov 2013 - DoDI 1300.26 Operations of the DoD FM Certification Program
published
3
Certification Program Background
https://fmonline.ousdc.osd.mil/
4. • Establish a framework to guide DoD FM professional development
• Intent is to make a good FM workforce even better!
‒ Establish a mechanism to encourage key training in:
o Audit Readiness
o Decision Support/Analysis
‒ Encourage career broadening and leadership
‒ Transition to a more analytic orientation
‒ Ensure financial management workforce has knowledge, skills, and abilities
necessary to achieve auditable financial statements
• Develop a course-based rather than test-based certification
‒ Based on FM and Leadership competencies
4
Purpose
https://fmonline.ousdc.osd.mil/
5. Foundation: Competencies
https://fmonline.ousdc.osd.mil/
5
• Goal: To implement standardized FM competencies that describe knowledge,
skills, and abilities needed to perform and achieve
desired results
• 23 FM competencies are mapped to 05XX Occupational Series.
FM competencies are:
− Functional skill sets against which DoD FMers can shape their professional
development
− Rated across five different proficiency levels that reflect increasing
responsibility and greater expertise as knowledge, skills, and experience is
gained
− Defined by DoD FM Certification Senior Leadership Group
• DoD Leadership competencies are also emphasized
‒ The five levels of competencies are outlined in the
DoD Leader Development Continuum
6. Competencies
Continued
6https://fmonline.ousdc.osd.mil/
• There are 23 DoD FM competencies
– 17 of the 23 apply to the DoD FM Certification Program
Accounting Analysis
Accounting Concepts, Policies & Principles
Advanced Financial Management
Audit Concepts, Policies & Principles
Budget Concepts, Policies & Principles
Budget Execution
Budget Formulation, Justification &
Presentation
Commercial Pay Concepts, Policies &
Principles
Decision Support
Financial Concepts, Policies & Principles
Financial Management Analysis
Financial Management Systems
Fundamentals & Operations of Accounting
Fundamentals & Operations of Budget
Fundamentals & Operations of Finance
Fundamentals & Operations of Military &
Civilian Pay
Payroll Concepts, Policies & Principles
Audit Planning & Management
Audit Reporting
Decision Support - Audit Execution
Financial Management & Reporting Analysis
Financial Reporting
Financial Stewardship
7. Flexibility Integrity/Honesty Interpersonal Skills
Resilience Customer Service Oral Communication
Continual Learning Problem Solving Written Communication
Service Motivation Technical Credibility Mission Orientation
Computer Literacy
Team Building
Accountability
Decisiveness
Influencing/Negotiating
DoD Mission and Culture
Human Capital Management
Leveraging Diversity
Conflict Management
Developing Others
DoD Corporate Perspective
National Security Foundation
Technology Management
Financial Management
Creativity and Innovation
Partnering
Entrepreneurship
National Defense Integration
National Security Environment
Vision
External Awareness
Strategic Thinking
Political Savvy
Global Perspective
National Security Strategy
Lead the
Institution
Lead Self
Lead Teams/Projects
Lead People
Lead Organizations/
Programs
7
Cert
Level 1
Cert
Level 2
Cert
Level 3
8. 8
Applicability
https://fmonline.ousdc.osd.mil/
• Applicable to DoD Civilians and Military in the DoD FM Workforce
− DoD FM Workforce includes personnel who are assigned to FM
designated positions:
o Civilians in the 05XX Occupational Series;
o Civilians who perform financial management tasks, but are not in the
05XX Occupational Series;
o Military members in FM Occupational Specialties;
o Military members who perform financial management tasks, but are not
in FM Occupational Specialties.
• All FM positions will be coded Level 1, Level 2, or Level 3
• No Grandfathering—no incumbent DoD FM members receive
certification “automatically”; all must achieve certification
• Two years to achieve certification
9. 9
FM Certification Requirements
https://fmonline.ousdc.osd.mil/
• DoD FM Certification Requirements at each of three levels:
– Training in FM Competencies (course-based)
– Training in Leadership Competencies (course-based)
– Other Required Courses
– FM Experience / DoD FM Experience
– Developmental Assignment (Level 3)
– Continuing Education and Training (CET)
• Encourages:
– Formal Education and FM Test-based Certification (Levels 2 and 3)
PROGRAM BUILT ON DoD FM COMPETENCIES
11. DoD FM 101 Modules
11https://fmonline.ousdc.osd.mil/
DoD FM 101 for Level 1 Modules* Course Hours
Introduction to DoD 1
Accounting 2
Acquisition/Contracting 2
Analysis/Decision Support 2
Audit Readiness 3
Auditing 2
Budget 3
Cost Analysis 2
Ethics 1
Finance 2
Fiscal Law 2
PPBE 2
*CCA may choose to waive 6 of the 12 modules, except Audit Readiness
Available on FM myLearn
15. 15https://fmonline.ousdc.osd.mil/
FM & Acquisition Certifications
• The FM and Acquisition communities developed a pathway to
certification that gives credit for acquisition courses with FM and
Leadership content requirements for DAWIA-certified personnel in
Business-Financial Management, Business-Cost Estimating, and
Acquisition-Audit
− Much of acquisition training counts toward FM Certification and
years of experience can be applied to both certifications
− Table outlining reduced requirements for DAWIA-coded financial
managers to achieve FM Certification is available at FM Online
o Must complete DAWIA training first to use the reduced requirements
− Continuous Learning Points are accepted as CETs
16. Quarterly Newsletter
Certification Update
Lessons Learned
Best Practices
DoD FM Certification Handbook
Program background &
overview
Detailed requirement
descriptions
Checklist to get started
Requirements Datasheets
Outline
requirements for
each level
Practical Exercise
− Follow “Kelly,” a GS-14
through each step of
certification
Overview and Training Videos
Video series introducing
key elements of program
Competency
by Proficiency Levels
Defines each of the 17 FM
competencies and
provides examples at
each Proficiency Level.
Learning History Worksheets
Organize your prior
training using these
worksheets
FM myLearn
E-catalog of FM
courses aligned to FM and
leadership competencies.
Frequently Asked Questions
Compilation of over
100 questions, organized
by category
LMS Job Aids
Provide step-by-step
instructions for all FM LMS
tasks.
FM Certification Resources
available @FM Online
16
LinkedIn Discussion Group
http://ow.ly/sZfDv
17. Getting Started:
The Three-step Process
Watch Training
Videos
Complete
Practical
Exercise
Collect
Documentation
Fill out Learning
History Worksheet
Review Learning
History Worksheet
w/ Supervisor
Develop a Plan for
Success!
1
Work w/ supervisor to assign Primary and/or
Alternate Track
Use your Learning History Worksheet to record
information for ONE certification requirement
Record learning for ALL courses needed to satisfy
the requirement
Record Learning of Achievement
2 Record Documentation
Record learning for the appropriate achievement
documentation
Remember: Combine all documents for each
achievement into one PDF file, less than 800 KB
3
Record Learning for the appropriate
achievement and request supervisor approval
Repeat this 3-step process for each achievement
documented in the FM LMS until all certification
requirements are met
Request Achievement Approval
Level 1: DoD FM 101
Course
Levels 2&3: Audit
Readiness, Ethics &
Fiscal Law
These courses are available
w/in the FM LMS and via FM
myLearn*. Approved
substitution courses are
available on FM myLearn*.
* If completing a course via FM
myLearn, you must follow the 3-
step process to document
course completion inside FM
LMS.
Complete Other
Required Courses
1. Check that the three-step
process is complete for
each certification
requirement
2. Record learning for your
Certification Level and
request CCA Approval.
Request Certification
Approval
FM Online: https://fmonline.ousdc.osd.mil
Get Prepared Get Certified Using the DoD FM Learning Management System
18. DoD FM
Learning Management System
18https://fmonline.ousdc.osd.mil/
• The approved System of Record (on the Federal Register) for the
FM Certification Program is a 508 Compliant System
• The LMS is used for administration, oversight, validation, records
management, auditability
• Basic user information (e.g., name, organization, FM Certification
Code) is populated from personnel systems of record
• Maintains the program course inventory aligned to the DoD FM and
leadership competency and proficiency levels
• Individuals can use to launch select courses online
Login with Username
(provided via email)
Create a PIN & Remember It View Your Personalized Curriculum
19. 19
Key Players in the FM LMS
https://fmonline.ousdc.osd.mil/
• FM Member (user):
• Required to complete FM Certification within 2 years after official notification
• FM Member’s Supervisor:
• Acts as approval authority for achievement of competencies and other
certification requirements necessary
• Approver Level 2 (A2) – Optional position:
• An intermediary authority, at the organizational level, for reviewing requests
for certification already approved by the supervisor prior to forwarding to the
Component Certification Authority
• Component Certification Authority (CCA):
• Appointed to serve as the approval authority for achieving Certification
• Component Administrator (CA):
• LMS system administrator who manages organizational hierarchies (to
include FM member and supervisor) and provides first response support for
answering questions and solving problems specific to the LMS
20. Summary
• The DoD FM Certification Program:
− Provides a certification framework for DoD FM Community
− Gives the FM Workforce a standard body of knowledge
o Focuses on Analytics and DoD Audit Readiness, to include internal
controls and accountability
− Develops expertise standards using DoD FM Competencies
− Coded Level 1, 2, or 3 based on scope and complexity of position
− FM experience requirement at Level 1, 2, or 3
− Promotes use of DoD FM existing courses
− Encourages college degrees and FM test-based certifications
Makes a Good FM Workforce Better… Adding More Credibility to What We Do
20
30. FM myLearn –
Academic Alignment Matrices
Use your transcript with the Academic Alignment Matrices on FM myLearn (FM or
Leadership) to get credit for your Academic Courses.
• Identify your academic training on your transcript
• Course Level drives proficiency Level
• Compare course titles from your transcript and the Academic Alignment Matrix
32. Purpose
• Demonstrate how to use an Excel tracker that shows specific
Certification Level requirements
• Show how to use FM myLearn to determine if completed
courses have been aligned; how to record on Excel tracker
• Show how to use Academic Matrices for academic courses
• Show why and when to request alignment for a course not yet
aligned
33. Scenario
• Kelly is a GS-14, OS 0510 Accountant, with 18 years service, mostly
in DoD
• Her position has been designated Certification Level 3
• She holds a BS in Accounting from State University, 1995
• She completed the Defense Financial Management Course (DFMC)
in 2008
• She has just been officially notified that she is included in the DoD
FM Certification Program
34. First Steps
• Understand the FM Certification Program in general and the
requirements for FM Certification Level 3 in particular
• Find and open the “Learning History Worksheet” for FM Certification
Level 3
• FM Online/DoD FM LMS/Forms/Certification Level 3 Worksheet
• Collect Learning History
• FM and Leadership Courses (Certificate of Completion)
• Transcript(s) from Academic institutions
42. Training History
42
• Courses Completed:
• Defense Financial
Management Course (DFMC)
• GFEBS-Financials-L415-Year-
End Closing
• Army Cost Management
Certificate Course
• Budgeting and Congressional
Relations for Strategic
Leaders (BCP)
• Federal Case Studies in
Financial Management
• FIAR 301
43. 43
https://fmonline.ousdc.osd.mil/
Accounting Analysis
Accounting Analysis Parameters
Academic Courses
Course Level Sample Course Titles
PL 1
(FM Certification Level 1)
Identify the Validity and Accuracy of
Accounting Data and Reports Lower Division -
Undergraduate
(1XXX – 2XXX level) • Accounting Analysis , Planning and
Control
• Accounting for Managerial
Decisions
• Advanced Accounting Theory
• Cost Accounting
• Cost Analysis and Control
• Financial Accounting and
Managerial Decision Making
• Intermediate Accounting
• Management Reporting and Fund
Accounting
• Managerial Accounting
Elementary Statistics
• Managerial Accounting and Control
• Managerial Cost and Strategic
Analysis
• Managerial Decision Making
Apply General Analytical and Evaluative
Techniques
PL 3
(FM Certification Level 2)
Analyze Accounting Information using
Business Tools and Applications
Upper Division -
Undergraduate
(3XXX level)
Provide Recommendations on Accounting
Issues
Assess/Test Internal Control and
Performance Metrics
Perform Statistical Analysis
PL 5
(FM Certification Level 3)
Assess Accounting Analysis and Make
Decisions Senior Upper - Division
Undergraduate and
Graduate
(4XXX and higher level)
Formulate Strategies to Support Regulatory
or Statutory Compliance
Communicate Strategies to Stakeholders
FM Academic
Alignment Matrix
48. 48
https://fmonline.ousdc.osd.mil/
Practical Exercise Summary
• The Learning History Worksheet is a handy tool to collect training
history information compared to FM Certification requirements
• The Worksheet is not an official document
• The DoD FM LMS is the official tracking and recording system for
the FM Certification Program
49. 49
How to Achieve Certification
• Determine which Primary track best aligns to your skill set/position
• If Level 2 or 3 also determine your alternate track
• Identify all FM and Leadership training you have completed throughout your
career and collect documentation
• Templates have been uploaded on FM Online to help you.
https://fmonline.ousdc.osd.mil/LMS/Forms.aspx
• Use FM myLearn to determine which certification requirements you have
already met based on course alignments
• Identify FM and Leadership Courses already aligned
• Use the FM and Leadership Academic Matrices to align formal education
transcripts
• Courses not on FM myLearn, request alignment through your Component
Course Manager
• Log into the DoD FM LMS
• Record your training, upload documentation, submit achievements until all
requirements are complete
• Complete Required Courses or record substitutions for those courses
• Request approval of certification
50. 50
https://fmonline.ousdc.osd.mil/
DoD FM LMS Requirements
• Documents/Tracks:
• Work Experience
• Developmental Assignments
• Individual Course Requirements
• Achievement of Certification Standards
• Continuing Education and Training (CET)
• Tracks Progress from Reporting to Validation
• Distributes / Launches Select Courses Online
• Documents Waivers
Applicable to both Civilian and Military
51. 51
https://fmonline.ousdc.osd.mil/
How to Use the
DoD FM LMS
1. Login
2. FM Certification Curriculum – SAMPLE
3. Record Learning Logic
4. Online Course
5. Running Reports – Certification
6. Supervisor 1 View
7. App2/CCA View
54. 54
https://fmonline.ousdc.osd.mil/
How to Use the
DoD FM LMS
https://fmonline.ousdc.osd.mil/ 5
FM Certification Curriculum - SAMPLE
FM
Competencies
Course
Hours
Financial Management
Systems*
6
Decision Support* 4
Fundamentals and
Operations of [X]
[Accounting, Budget,
Finance, or Military and
Civilian Pay]*
6
Leadership
Competencies
Lead Self Level 6
55. How to Use the
DoD FM LMS
FM Certification Curriculum - SAMPLE
DoD FM 101 Course** 24
62. How to Use the
DoD FM LMS
6262
Validate Users Approval Request:
63. How to Use the
DoD FM LMS
63
Approve/Deny Approval Request:
64. How to Use the
DoD FM LMS
Once everything has been approved . . .
65. DoD FM LMS Dos and Don’ts
• Do:
•Use the Job Aids to walk through your first time in the LMS
•Complete LMS web-based training
•Complete three key actions in the proper order each time: record learning,
record documentation, and request achievement approval
• Don’t
•Use the web browser “back button”
66. Where to Find
Additional Information
• Additional Information is available on FM Online
• FM Certification Policy DTM (FM Online)
• Handbook (Overview of Program / FM Online) – Publish o/a June 17
• Quarterly Newsletter (FM Online)
• FAQs (FM Online)
• e-Catalog (FM myLearn)
• LMS Job Aids (FM Online)
• LMS web-based training (DoD FM LMS)
• Assistance
• FM Certification requirements - start with your supervisor
• DoD FM LMS issues – start with your component admin
• Submit FM Certification questions to OUSDC.DODFMCertificationProgram@osd.mil
• Submit DoD FM LMS questions to help desk –
icompasslms@gpstrategies.com or call 1-800-735-1236
67. Summary
• 5 Ws and How of DoD FM Certification Program
• Why - Purpose
• Who - FM Community
• When - Now (What is happening now)
• What - FM Certification Overview
• Where - FM Online/FM myLearn
(Get additional information)
• How - Achieve Certification
(Successfully complete certification)
• DoD FM Learning Management System (LMS)
69. Frequently Asked Questions
Will my prior FM experience count toward meeting the experience
requirement for my certification level?
What is the difference between a Primary Track and an Alternate Track?
What happens to my training record if I leave DoD and come back?
How can I earn CET credits?
May I obtain a higher certification level than the level required by my
current position?
View more questions at FM Online
https://fmonline.ousdc.osd.mil/
69