Order-to-Cash (O2C) Certification

Join 25,000 of your peers who have been Certified by IOFM

EARNING AND MAINTAINING your Accredited Order-to-Cash Specialist (AOCS) or Accredited Order-to-Cash Manager (AOCM) Certification equips sales, credit, billing, AR and collection leaders and their staff to think end-to-end, to analyze, understand and redesign their current processes, and to introduce and manage change.

Whether you want to support your organization’s evolution towards establishing a collaborative and integrated order-to-cash process, or you are already well on your way to a harmonized end-to-end O2C process, this training will give you and your team the resources and knowledge you need to become a leader in your organization’s advancement toward achieving a truly effective end-to-end process.

Enroll Today: 

The Order-to-Cash (O2C) Certification Program is available completely online and on-demand including the final exam. Enrollment includes 1-year of access to the course on IOFM.com. The course includes an e-textbook, 6-hour training video, practice quizzes and 3 attempts at the final exam (100 multiple-choice questions in 90 minutes). Certification is maintained by earning 15 Continuing Education Units (CEUs) annually

Order-to-Cash Specialist Certification Program

Self-Study E-Learning Course
$795.00 (Member discounts apply)

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Order-to-Cash Manager Certification Program

Self-Study E-Learning Course
$795.00 (Member discounts apply)

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Order-to-Cash Specialist (AOCS) 

Designed for: The Order-to-Cash Specialist (AOCS) Certification Program is designed for individuals responsible for executing any part of the O2C process.
Program description: While every organization has an O2C process (fulfillment of orders, assignment of credit lines, applying cash received and collecting invoices that are past due), most are challenged by operational walls between sales, fulfillment, billing and AR. This course is designed for those looking to break down the silo thinking that hampers the performance of these groups. This course is also a must for any practitioner in a managed O2C process looking for peer-tested best practices on how to better integrate and optimize the end-to-end process.
Key areas of study: Establishing and Managing Internal Controls for the Purchasing and Payables Process—from the Sales Order to Credit Management, Customer Master File, Fulfillment, Billing, Cash Application, Account and Regulations, and Collection of Past Due Invoices
Recommended Prerequisites: No degree = 3 yrs related work experience; 2-year degree = 2 yrs related work experience; 4-year degree = 1 yr related work experience

Order-to-Cash Manager (AOCM)

Designed for: The Order-to-Cash Manager (AOCM) Certification Program is designed specifically for those who have (or aspire to have) supervisory roles within a O2C function, or those looking to break down the silos between Sales, Fulfillment, Billing and Accounts Receivable.
Program description: Managing cross-functionally brings a unique set of leadership challenges. This course highlights best practices from organizations that have aligned O2C, sharing actionable strategies you can use to improve the performance of your team.
Key areas of study: Review all key areas of the O2C process to eliminate silo thinking and reengineer and align the O2C end-to-end process from: Ordering, Fulfillment, Billing, AR/Credit and Collections. This course also teaches how to navigate through process changes from a management, leadership and change management perspective.
Recommended Prerequisites: No degree = 5 yrs related work experience; 2-year degree = 4 yrs related work experience; 4-year degree = 2 yrs related work experience; Advanced degree = 1 yr related work experience

Download O2C Table of Contents

Both Specialists and Managers are tested on the first nine chapters. Only Managers receive access to/are tested on the final section. 

Need Help Deciding?

If you have questions, would like to see a demo of the courses, or need guidance selecting the right course for you, contact IOFM Advisory Services by email or at 207-842-5663. Our training advisors are ready to help! 

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