Certifications Overview

Certifications enable organizations to create and manage internal and external certifications. Depending on the industry, applicable terms might also include compliance, designations, licenses, permits, and accreditation.

For information on enabling certifications for your portal, please contact Global Customer Support.

The tool incorporates the following concepts:

  • Certification Family is a group of certifications, such as a Certified Financial Planner.
  • Certification Category is another way to categorize certifications, such as financial certifications or medical certifications.
  • Certification is a particular instance of a certification, such as a Certified Financial Planner for California.
  • Renewal Period is the period during which a certification must be renewed after receiving initial certification. Renewal periods may be required to maintain certification.


The following information is available within this folder. Click a link to navigate directly to the appropriate topic: