Education and Training at Workiva
Customer Badges and Certifications
Reimagine the next steps in your learning journey. Badges and certifications enable you to showcase your Workiva acumen while expanding your professional knowledge base and credibility.
Start with our foundational path to lay the groundwork for certification.
Workiva Platform
Focused on functionality within the Workiva platform, such as workspaces, blacklines, permissioning, docs, presentations, spreadsheets, etc.
Take your learning to the next level with our solution-specific paths.
Controls Management Solution Certification
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.
Level 1 (Time: 10 hours)
Items for completion:
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Workiva Platform Certification Program Path
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Workiva Platform Certification Exam
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Controls Management Level 1 Certification Program Path
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Controls Management Level 1 Certification Exam
Global Statutory Reporting Solution Certification
Learn the key Workiva solutions that connect to the GSR solution and help you construct best practices.
Level 1 (Time: 8 hours)
Items for completion:
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Workiva Platform Program Certification Path
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Workiva Platform Certification Exam
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Global Statutory Reporting Level 1 Certification Path
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Global Statutory Reporting Level 1 Certification Exam
Audit Management Solution Certification
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.
Level 1 (Time: 7 hours)
Items for completion:
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Workiva Platform Certification Program Path
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Workiva Platform Certification Exam
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Audit Management Level 1 Certification Program Path
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Audit Management Level 1 Certification Exam
FERC Reporting Solution Certification
Leverage the Workiva platform for FERC reporting including using data validations, conditional formatting, attachments and assigning XBRL to schedules.
Level 1 (Time: 10 hours)
Items for completion:
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Workiva Platform Certification Program Path
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Workiva Platform Certification Exam
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FERC Level 1 Certification Program Path
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FERC Level 1 Certification Exam
Integrate - Chains for Wdata
(Time: 45 minutes)
Explore how to access, create, and manage Chains within Workiva's Chain Builder including variables, commands and events, execute and run a chain, notifications, scheduling, and templates.