Education and Training at Workiva

Customer Badges and Certifications

Showcase your Workiva acumen while expanding your professional knowledge base and credibility.

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Start with our foundational path.

Workiva Platform

Focused on functionality within the Workiva platform, such as workspaces, blacklines, permissioning, docs, presentations, spreadsheets, etc.

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Take your learning to the next level with our solution-specific paths.

Using the Controls Management Solution

Explore how to use the Workiva platform for Controls Management including viewing and managing data, requesting documentation, performing testing, documenting issues, setting up permissions, and creating certifications for final sign-off.

Using Controls Management Certification Badge

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the Controls Management Solution Certification Program Path
Using the Controls Management Solution Certification Exam

Using the Global Statutory Reporting Solution

Learn the key Workiva solutions that connect to the GSR solution and help you construct best practices.

Using the GSR Solution Certification Badge

Items for completion:

Workiva Platform Program Certification Path
Workiva Platform Certification Exam
Using the Global Statutory Reporting Solution Certification Path
Using the Global Statutory Reporting Solution Certification Exam

Using the Audit Management Solution

Use the Workiva platform for Audit Management, including viewing and managing data, requesting documentation, testing audits, documenting issues, and using connected sheets for final reporting.

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the Audit Management Solution Certification Program Path
Using the Audit Management Solution Certification Exam

Using the Enterprise Risk Management Solution

Use the Workiva platform for Enterprise Risk Management, including how to view and manage risk data, complete risk assessments, and manage connections for end reporting.

Using the ERM Solution Certification Badge

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the Enterprise Risk Management Solution Certification Program Path
Using the Enterprise Risk Management Solution Certification Exam

Discover More Solution Certifications...

Using the FERC Reporting Solution

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the FERC Reporting Solution Certification Program Path
Using the FERC Reporting Solution Certification Exam

Using the SEC Reporting Solution

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
SEC Level 1 Certification Program Path
SEC Level 1 Certification Exam

Using the Management Reporting Solution

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the Management Reporting Solution Certification Program Path
Using the Management Reporting Solution Certification Exam

Discover Even More Solution Certifications...

Using the A&I Reporting Solution Certification Badge

Using the Annual & Interim Reporting Solution

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the Annual & Interim Reporting Solution Certification Program Path
Using the Annual & Interim Reporting Solution Certification Exam

Using the ESG Solution

Items for completion:

Using the ESG Solution Certification Program Path
Using the ESG Solution Certification Exam

Using the ESEF Solution

Items for completion:

Workiva Platform Certification Program Path
Workiva Platform Certification Exam
Using the ESEF Solution Certification Program Path
Using the ESEF Solution Certification Exam

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FAQ's

Badges are earned after completing certification program paths and specific courses. Share them across social media and in your email signature to show others you are knowledgeable about the Workiva Platform and/or a specific solution. When you are ready, level up from knowledgeable to expert by completing our certification exams.

Upon completion of a certification program path, individuals will be given explicit instructions on how to enroll in an exam.

The Workiva Platform certification program path is applicable to all customers. We recommend reading the certification program path descriptions to find the solution-specific path that is right for you.

Badges and certifications allow you to market your specialized skill set relative to Workiva; providing you a competitive edge during promotion time or when applying for that next big job!

Education and Training at Workiva

Customer Badges and Certifications

Start with our foundational path.

Workiva Platform

Take your learning to the next level with our solution-specific paths.

Using the Controls Management Solution

Items for completion:

Using the Global Statutory Reporting Solution

Items for completion:

Using the Audit Management Solution

Items for completion:

Using the Enterprise Risk Management Solution

Items for completion:

Discover More Solution Certifications...

Using the FERC Reporting Solution

Using the SEC Reporting Solution

Using the Management Reporting Solution

Discover Even More Solution Certifications...

Using the Annual & Interim Reporting Solution

Using the ESG Solution

Using the ESEF Solution

FAQ's

Questions for our team? We're here to help.

Online registration is currently unavailable.

Our forms are currently down.

Our forms are currently down.

Education and Training at Workiva

Customer Badges and Certifications

Start with our foundational path.

Workiva Platform

Take your learning to the next level with our solution-specific paths.

Using the Controls Management Solution

Items for completion:

Using the Global Statutory Reporting Solution

Items for completion:

Using the Audit Management Solution

Items for completion:

Using the Enterprise Risk Management Solution

Items for completion:

Discover More Solution Certifications...

Using the FERC Reporting Solution

Using the SEC Reporting Solution

Using the Management Reporting Solution

Discover Even More Solution Certifications...

Using the Annual & Interim Reporting Solution

Using the ESG Solution

Using the ESEF Solution

FAQ's

What's the difference between a badge and certification?

What is the process to take the exam?

Who should take these courses?

How will this certification differentiate me?

Questions for our team? We're here to help.

Online registration is currently unavailable.

Our forms are currently down.

Our forms are currently down.