IOFM Certification | Institute of Finance & Management

Finding success with IOFM

The gold standard for excellence in financial operations

As a financial operations professional, you face pressure to perform with accuracy, confidence and efficiency. Rules and regulations are constantly evolving, fraud is an ever-present threat, and each day brings unique challenges, as well as opportunities. So, how do you ensure that you – or your team – are truly best-in-class? For over two decades, there has only been one answer:

IOFM Certification

Earning an IOFM Certification demonstrates a firm grasp of the fundamentals, a thorough understanding of best practices, and a commitment to accuracy and compliance, all of which are necessary to excel in your field. Certification course materials are peer-reviewed by industry experts and widely acknowledged as the gold standard for excellence within the financial operations community.

Join the ranks of over 25,000 professionals who have achieved IOFM Certification – a designation that is respected and valued at leading Fortune 500 companies, non-profit organizations, colleges and universities, and institutions around the world.



"Certification opens up a new world of process improvement. It teaches recipients how to look at reports and metrics — such as invoices keyed, discounts taken vs. lost, invoices paid vs. on hold, pricing mismatches, and receiving holds — to see how the department is doing month to month. There are so many ways to track the progress a department is making and make corrections before they bubble up into a bigger problem!”

— Amy Wells, APS

Getting certified with IOFM is as easy as...


Entirely online and on-demand, the program includes a comprehensive study guide.

Suggested time: 4-6 weeks


Watch the 6-hour training video. One of IOFM’s instructors will walk you through the training material.

Suggested time: 4 weeks


10-14 weeks after beginning the program, you’ll take the pass/fail 100 multiple choice question exam in 90 minutes.

Join the Ranks of over 25,000 Certified Financial Operations Professionals

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