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Practitioner certification

Moraph Certified Financial Services Specialist

Shows working knowledge of Moraph's financial services products, from BSA/AML and third-party risk to lending operations, wealth compliance, model governance and security platforms.

Practitioner6 courses + examValid for 24 monthsFor Users

About this certification

For people at banks, credit unions, broker-dealers and wealth managers who use or evaluate Moraph products, and the partners who implement them.

To earn it, complete the required courses, then pass the certification exam. The exam draws its questions from across those courses, so review them before you start.

Prepare for the exam: the certification training course (about 90 minutes) reviews what the exam covers, explains how the adaptive exam works and is scored, and ends with a practice exam that doesn't count towards the certification.

Skills it validates

  • BSA/AML operations
  • Third-party risk management
  • Credit union and bank operations
  • Broker-dealer and wealth compliance
  • Model and capital governance
  • Financial institution security platforms

Step 1: complete the required courses

  1. 1AML & SAR Automation Hub essentialsFoundation2 hr 11 min
  2. 2Third-party risk with Vendor Risk ManagementPractitioner2 hr 37 min
  3. 3Credit union and community bank operations productsPractitioner2 hr 29 min
  4. 4Wealth management and capital markets compliancePractitioner2 hr 45 min
  5. 5Risk, capital and model governanceAdvanced2 hr 49 min
  6. 6Securing financial institutions with Moraph managed platformsPractitioner2 hr 32 min

Step 2: pass the certification exam

  • An adaptive exam: 30 questions in 3 sections, drawn from a bank of 478. Each section gets harder if you did well in the one before, or easier if you didn’t, and harder questions are worth more.
  • A retake doesn’t repeat questions you have already answered until you have seen the whole bank, and it leans towards the courses you found hardest.
  • Pass mark: 80%. Attempts: 3. If you use them all, Moraph’s Academy team can grant another after you have reviewed the material.
  • Taken online, without a proctor, when you are ready. The exam opens once every required course is complete.

Step 3: share and renew

Your credential has a code (MC-XXXX-XXXX) anyone can check at academy.moraph.com/verify, a printable credential and a badge you can add to your profile. It is valid for 24 months. From 90 days before it expires, you can renew it by passing the exam again.

What a Moraph certification means

A Moraph certification shows that the holder completed the required Moraph Academy courses and passed the certification exam, taken online without a proctor, on the date shown, and that it is current until its expiry date. It is not a professional license or accreditation, and it does not authorize anyone to configure, operate, resell or support Moraph products on Moraph’s or anyone else’s behalf.