1. DoD Financial Management Certification Program
DoD Office of Financial Workforce Management
June 2012

2. DoD FM Certification Program
Where we are today
What you need to know
Way Ahead
Questions…………………………….

3. DoD FM Certification Program
Where we are today
Question perhaps you are asking ---
What is the purpose or goal of this program?
Is it mandatory?
Does this program apply to me?
What's in it for me?
What’s in it for DoD?
Will anyone be “Grandfathered”?

4. https://fmonline.ousdc.osd.mil/
Key Goals
Establish a framework for FM development
Establish a mechanism to encourage key training:
Auditable Financial Statements
Decision Support/Analysis
Encourage career broadening and leadership
Based on FM and Leadership Competencies
23 DoD FM Enterprise-wide Competencies
Selected FM and Leadership Competencies with Proficiency Levels at each Certification Level

5. Foundation Built on DoD FM Competencies
Overall Approach
Mandatory Program for DoD FM Civilians and Military
National Defense Authorization Act for Fiscal Year 2012 (NDAA)
All FM positions to be coded Level 1, Level 2 or Level 3
Requires
Courses
Experience
Developmental Assignment (Level 3)
Continuing Professional Education/Continuing Education Units
(CPE/CEU)
Encourages
Formal Education and Test-Based Certification (Levels 2 and 3)
Foundation Built on DoD FM Competencies

6. DoD FM Enterprise-wide Competencies
Accounting Analysis
Accounting Concepts, Policies & Principles
Advanced Financial Management
Audit Concepts, Policies & Principles
Audit Planning & Management
Audit Reporting
Budget Concepts, Policies & Principles
Budget Execution
Budget Formulation, Justification & Presentation
Commercial Pay Concepts, Policies & Principles
Decision Support
Decision Support - Audit Execution
Financial Concepts, Policies & Principles
Financial Management Analysis
Financial Management & Reporting Analysis
Financial Management Systems
Financial Reporting
Financial Stewardship
Fundamentals & Operations of Accounting
Fundamentals & Operations of Budget
Fundamentals & Operations of Finance
Fundamentals & Operations of Military & Civilian Pay
Payroll Concepts, Policies & Principles

7. DoD FM Certification Program
What you need to know
Other questions perhaps you are asking ---
What do the levels mean to me?
How long do I have to complete the certification?
What happens if I can’t complete the certification because of deployment, mission requirements, or personal reasons?
Does my past training and experience count?
Who will determine if my FM experience outside of DoD can transfer?

8. FM Certification Equation: Level 1
FM Competencies
Course
Hours
Financial Management Systems* 6
Decision Support* 4
Fundamentals and Operations of [X] [Accounting, Budget, Finance, or Military and Civilian Pay]*
Courses, TBD +
Courses, TBD
Leadership Competencies
Lead Self 6 +
FM 101 Course
12-26 +
At Least 2 Yrs DoD FM Experience
40 CPEs/4 CEUs every two years
FM Certification Level 1
* Proficiency Level 1

9. Course: DoD FM 101 for Level 1 Will Be Available Online!
DoD FM 101 Content
Course: DoD FM 101 for Level 1
Course Hours Range
12 to 26
Module: Introduction to DoD
1 to 2
Module: Accounting
Module: Finance
Module: Budget
1 to 3
Module: Audit Readiness
2 to 4
Module: Fiscal Law
Module: Ethics
.5 to 1
Module: Planning, Programming, Budgeting, & Execution (PPBE)
Module: Auditing
Module: Analysis/Decision Support
Module: Acquisition/Contracting
Module: Cost Analysis
.5 to 2
Will Be Available Online!

10. FM Certification Equation: Level 2
FM Competencies
Course Hours
Financial Management Systems** 10
Decision Support** 8
Accounting Analysis OR Financial Mgt Analysis**
Budget Formulation, Justification and Presentation OR Budget Execution**
Concepts, Policies and Principles of [X]**
Fundamentals and Operations of [Y] [Accounting, Budget, Finance, etc]* 6
Courses, TBD +
Leadership Competencies
Lead Teams 10
Courses, TBD +
Audit Readiness + Fiscal Law Course + Ethics Courses +
At Least 4 Yrs FM Experience Required (2 years can be met with non-DoD government or Private industry FM experience; the 2 residual years of experience must be DoD FM)
60 CPEs/6 CEUs every two years
FM Certification Level 2
*Proficiency Level 1
**Proficiency Level 3
+ [Recommended] At Least One 3-month Developmental Assignment
+ [Recommended] Work towards Bachelor’s Degree
+ [Recommended] Completion of one of the DoD-approved
Test-Based Certification Programs

11. DoD Recognized Test-Based FM Certifications
Accredited Business Accountant (ABA)
Accredited in Business Valuation (ABV)
Certified Accounts Payable Professional (CAPP)
Certified Business Manager (CBM)
Certified Cost Consultant (CCC)
Certified Cost Estimator/Analyst (CCE/A)
Certified Defense Financial Manager (CDFM)
Certified Forensic Accountant (Cr.FA)  
Certified Fraud Examiner (CFE)
Certified Government Audit Professional (CGAP)
Certified Government Financial Manager (CGFM)
Certified in Financial Forensics (CFF)
Certified Information Systems Auditor (CISA)
Certified Internal Auditor (CIA)
Certified Management Accountant (CMA)
Certified Payroll Professional (CPP)
Certified Public Accountant (CPA)
Certified Quality Auditor (CQA)
Certified Treasury Professional (CTP)
Forensic Certified Public Accountant  

12. FM Certification Equation: Level 3
FM Competencies
Course Hours
Financial Management Systems*** 8
Decision Support*** 10
Accounting Analysis AND Financial Mgt Analysis*** 12
Budget Formulation, Justification and Presentation AND Budget Execution***
Advanced Financial Management***
Concepts Policies and Principles of [Y] [Accounting, Budget, Finance, etc]**
Courses, TBD +
Courses, TBD
Leadership Competencies
Lead People 12 +
Audit Readiness + Fiscal Law Course + Ethics Courses* +
At Least 8 Yrs FM Experience Required
(2 years can be met with non-DoD government or
private industry FM experience. The 6 residual years
of experience must be DoD FM
80 CPEs/8 CEUs every two years +
At Least One 3-month Developmental Assignment
**Proficiency Level 3
***Proficiency Level 5
*Higher Proficiency Level Course
FM Certification Level 3
+ [Strongly Recommended] Work towards Master’s Degree
+ [Strongly Recommended] Completion of one of the DoD-approved
Test-Based Certification Programs

13. DoD FM Certification Program
Way Ahead
What questions remain ---
Where can I find our more on the information on courses
that I can take?
Where can I find our more on the DoD FM Enterprise-wide
competencies and proficiency levels?
How will the program be administered?
When is this happening?

14. https://fmonline.ousdc.osd.mil/
Details on Program

15. https://fmonline.ousdc.osd.mil/
LMS
The DoD Financial Management (FM) Learning Management System (LMS) will document the required reporting and tracking of the DoD FM Certification Program.
The LMS will –
Facilitate Administration/Oversight/Validation
Document Certification Program Specifics
Track Progress from Reporting to Validation
Ability to Register for Select Courses
Distribute/Launch Online Select Courses
Interface with Existing LMSs Across the Department

16. Key Events Task Projected Date
Congressional Language – FY 2012 National Defense
Authorization Act (NDAA)
Approved
December 31, 2011
Final USD(C) Leadership Approval of Framework
January 2012
Establish DoD FM Learning Management System (LMS)
≈ January – Jul 2012
Develop Draft Policy Guidance (DODD and DODI)
First draft - March 2012
Align Leadership Courses to Leadership Competencies
March 2012
Complete the Alignment of FM Courses to FM Competencies
Code Positions
June-July 2012
Implementation of Major Pilots
October 2012
Begin Phased Implementation
January 2013
Full Implementation
March 2014

17. Conclusion The DoD FM Certification Program:
Focuses on DoD Audit Readiness and Analytics
Provides a certification framework for DoD FM Community
Level 1, 2, 3 tied to experience in financial management
Gives the FM Workforce a standard body of knowledge
Develops expertise standards using DoD FM Enterprise-wide Competencies
Promotes use of DoD FM existing courses
Encourages college degrees and FM test-based certifications
Making a Good FM Workforce Better…
Adding more Credibility to What We Do

18. Other Questions?

19. Additional Charts

20. https://fmonline.ousdc.osd.mil/
Question
Does this apply to me?
Yes if you are a DoD Civilian employee in the 05XX occupational series assigned to 05XX occupational series position.
Yes – If you are a military members with a financial or Comptroller specialty in a position coded with that specialty.
Yes – if you are a DoD civilian employee in any occupational series performing FM functions, and the Component deems necessary.
What's in it for me?
A structured framework for professional development
Increased opportunity for professional development and growth.
Availability of FM courses at no cost.
Opportunity to gain experience and skill.
Will anyone be “Grandfathered?”
No, the DoD FM Certification program is mandatory for all members of the financial community

21. https://fmonline.ousdc.osd.mil/
Question
How long do I have to complete the certification?
You have two years from the date you are notified that your position is part of the certification program or two years from the date you enter a position to achieve the certification requirements.
What happens if I can’t complete the certification because of deployment, mission requirements, or personal reasons?
Each Component is granted waiver authority to assist with these developments.
Does my past training and experience count?
All relevant DoD FM experience and training may count toward your certification requirements. Please work with your supervisor to capture this information.
Who will determine if my FM experience outside of DoD can transfer?
Your Component will determine if the prior experience meets the requirements of the DoD FM Certification program.

22. Question What's in it for DoD?
An established standard FM body of knowledge across DoD
Improved Individual Development Plans (IDP) and Career Roadmaps
Increased knowledge and understanding of our roles in support of audit readiness
Increased skills in financial analysis and decision support
Increased grounding in fiscal law, financial accountability and ethics
Increased awareness and utilization of DoD FM Courses
Greater flexibility for lateral growth within DoD
Recognized professional credentials

23. Question
Where can I find our more on the information on courses that I can take?
Where can I find our more on the DoD FM Enterprise-wide competencies and proficiency levels?
How will the program be administered?
Through a DoD FM LMS which will be available to all FMers.

24. “Broadening” Conceptual View
Level 3
Concepts, Policies and Principles of
Advanced Financial Management
Competency
“Y”
ALTERNATE
TRACK
Level 2
Fundamentals and Operations of
Concepts, Policies and Principles of
“Y”
ALTERNATE
TRACK
“X”
PRIMARY
TRACK
Level 1
Fundamentals and Opns of
“X”
PRIMARY
TRACK

25. Alignment of the 05XX Occupational Series with the DoD FM Enterprise-wide Competencies
Competency
Financial Stewardship
Financial Management Systems
Decision Support
Financial Management Analysis
Financial Concepts, Policies & Principles
Financial Reporting
Fundamentals & Operations of Finance
Financial Management & Reporting Analysis
Advanced Financial Management
Occupation Series
501 Financial Administration and Program X
503 Financial Clerical and Assistance X 
530 Cash processing
505 Financial Manager
599 Financial Student Trainee
Accounting Analysis
Accounting Concepts, Policies & Principles
Fundamentals & Operations of Accounting
510 Accounting
525 Accounting Technician  X
Budget Concepts, Policies & Principles
Budget Execution
Fundamentals & Operations of Budget
Budget Formulation, Justification & Presentation
560 Budget Analysis
561 Budget Clerical and Assistance
Commercial Pay CP&P
540 Voucher Examining
Payroll Concepts, Policies & Principles
Fundamentals & Operations of Military & Civilian Pay
Civilian and Military Pay
Audit Concepts, Policies & Principles
Audit Planning & Management
Decision Support --Audit Execution
Audit Reporting
0511 Auditing
AS OF 23 JAN 2012
23 DoD FM Enterprise-wide Competencies Cover All 13 05XX Occupational Series
Financial
Stewardship
Fin
Mgmt Systems
Decision Support
Mgmt
Analysis
CP&P
Financial Reporting
Fund & Opns of Finance
FM &
Reporting Analysis
Advanced Financial Management
Accounting Analysis
Accounting CP&P
Fund & Opns of
Accounting
Budget CP&P
Budget Execution
Fund & Opns of Budget
Budget Form, Justn & Pres
Comm Pay CP&P
Payroll CP&P
Fund & Opns of Mil & Civ Pay
Audit CP&P
Audit Planning & Mgmt
Decision Support --Audit Execution
Audit Reporting

26. Lead the Institution Lead Organizations/ Programs Lead People
opportunities (education, training, self-development, assignments)
Deliberate development through progressive learning
that broaden experience and increase responsibility.
Vision
External Awareness
Strategic Thinking
Political Savvy
Global Perspective
National Security Strategy
Lead the
Institution
Technology Management
Financial Management
Creativity and Innovation
Partnering
Entrepreneurship
National Defense Integration
National Security Environment
Lead Organizations/
Programs
Human Capital Management
Leveraging Diversity
Conflict Management
Developing Others
DoD Corporate Perspective
National Security Foundation
Lead People
DoD Senior Leadership Development:
Is key component of succession planning strategy
Requires a competency-based approach
Requires an enterprise-wide perspective for DoD SES
Team Building
Accountability
Decisiveness
Influencing/Negotiating
DoD Mission and Culture
Lead Teams/Projects
Flexibility Integrity/Honesty Interpersonal Skills
Resilience Customer Service Oral Communication
Continual Learning Problem Solving Written Communication
Service Motivation Technical Credibility Mission Orientation
Computer Literacy
Lead Self

27. DoD Civilian Leader Development Framework
Leading Change
Leading People
Results Driven
Business Acumen
Building Coalitions
Enterprise-Wide Perspective
Definitions
This core competency involves the ability to bring about strategic change, both within and outside the organization, to meet organizational goals. Inherent to the competency is the ability to establish an organizational vision and to implement it in a continuously changing and highly ambiguous environment. Balances change with continuity and addresses resistance.
This core competency involves the ability to lead and inspire a multi-sector group [not only employees, (civilian and military) but also other government agency personnel at the Federal, State and local levels, as well as contractors and grantees] toward meeting the organization’s vision, mission, and goals. Inherent to this competency is the ability to provide an inclusive workplace that fosters the motivation and development of others, facilitates effective delegation, empowerment, personal sacrifice, and risk for the good of the mission, as well as trust, confidence, cooperation and teamwork, and supports constructive resolution of conflicts.
This core competency involves the ability to meet organizational goals and customer expectations. Inherent to this competency is stewardship of resources, the ability to make decisions that produce high-quality results by applying technical knowledge, analyzing problems, and calculating risks.
This core competency involves the ability to manage human, financial, and information resources strategically. Inherent to the competency is the ability to devise solutions with an understanding of how to impact business results by making connections between actions and/or performance and organization goals and results, as well as external pressure points.
This core competency involves the ability to build coalitions internally and within other Federal agencies, State and local governments, nonprofit and private sector organizations, foreign governments, or other international organizations to achieve common goals.
This core competency involves a broad point of view of the DoD mission and an understanding of the individual or organizational responsibilities in relation to the larger DoD strategic priorities. The perspective is shaped by experience and education and characterized by a strategic, top-level focus on broad requirements, joint experiences, fusion of information, collaboration and vertical and horizontal integration of information.
Competencies
The DoD Civilian Leader Development Framework and Continuum support the Department ‘s Human Capital Strategic Plan to develop world class leader across the Department.
This is the DoD Civilian Leader Development Framework. The framework is modeled after the Office of Personnel Management, Executive Core Qualifications. However, the DoD has augmented the OPM model to address the leadership competencies that Defense leaders need to meet the 21st century national security mission.
Note the sixth competency, this is new. The Enterprise-wide Perspective and its two underlying competencies, Joint Perspective and National Security are specific to DoD.
We have also amplified most of the competency definitions to address needed capabilities from a DoD Perspective.
Creativity and Innovation
External Awareness
Strategic Thinking
Vision
Flexibility
Resilience
Conflict Management
Leveraging Diversity
Developing Others
Team Building
Accountability
Decisiveness
Entrepreneurship
Customer Service
Problem Solving
Technical Credibility
Financial Management
Human Capital Management
Technology Management
Computer Literacy
Political Savvy
Influencing/Negotiating
Partnering
Joint Perspective
-Mission Orientation
-DoD Mission and Culture
-DoD Corporate Perspective
-National Defense Integration
-Global Perspective
National Security
-National Security Foundation
-National Security Environment
-National Security Strategy
Fundamental Competencies
These competencies are the foundation for success in each of the core competencies.
● Interpersonal Skills ● Written Communication ● Continual Learning
● Integrity/Honesty ● Oral Communication ● Public Service Motivation