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About This Certification

Take your career to the next level, earn recognition, and validate your skills in your job-role.

Ungerboeck Certified Event Financials Professional

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An Ungerboeck Certified Event Financials Professional has proficiency in advanced day-to-day use of the financials functionalities and processes of Ungerboeck Software.

Who is this for?

  • You must be a current Ungerboeck Customer.
  • The Ungerboeck Event Financials Professional Certification is for event professionals who have been working with an organisation using Event Finance Functionality within Ungerboeck for at least one year.
  • You need to hold a valid Ungerboeck Financials (Revenue Management) AND Ungerboeck Financials (Expense Management) Associate Certifications to be able to take your Ungerboeck Financials Professional Certification assessment.

Skills measured

This list includes weighting, question groups and detailed areas. This list is intended to illustrate how we are assessing those skills, and is not a comprehensive listing of the content of the exam.

Configuration: 30%

  • Access Privileges
  • Receivable Transaction Types
  • GL Accounts
  • Payment Gateways
  • Taxes

Month End Processes: 15%

  • Reconciliation
  • Revenue Recognition
  • Close Period
  • Accruals

Advanced Transaction Processing: 40%

  • Advanced Payment Topics
  • Cash Book Transactions
  • Invoicing
  • Journal Entries
  • Payment Plans
  • Purchase Orders
  • Voucher Processing

Reporting & Navigation: 15%

How should I prepare?

These training courses and materials will help with exam preparation:

On-demand courses

  • Navigation & System Overview
  • Introduction to Ungerboeck Financials
  • Financials Tips, Tricks and Financial Reporting Best Practices
  • Views & Favorites
  • Accounts, Contacts and Affiliations
  • Accounts Receivable: Payment Portal
  • Accounts Receivable: Reminders & Statements
  • Accounts Receivable: Reporting
  • Accounts Receivable: Payment, Tax & Invoice Corrections
  • Supplier Management
  • Voucher Processing
  • Efficient Supplier Processes with Accounts Payable Automation

Instructor-led courses

  • Financial Reporting & Dashboards
  • Procurement & Expense Management

In addition to the above, experience using Ungerboeck at your workplace, attending Ungerboeck Unite, training by Ungerboeck or visiting the Ungerboeck Knowledge Base are also recommended.

About the exam

The tests consists of 75 multiple choice questions, and you will have 60 minutes to complete it.
You must score 80% or more to pass the exam.


Ungerboeck certifications are valid for 2 years.


Exam fee: $199 USD.
Retake fee: $49 USD.

I'm ready!

Before you can take the Professional certification test, you must pass our two Event Financials Associate Certifications.
Note: You must have an active account on the Ungerboeck Learning Center to take the test. Request your free account here.

Take the test

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