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Coming – A New Body of Knowledge for Forms Management – and Certificates!

By Margaret Tassin, CFC, CFSP and Lisa Lee, CEBS, FMLI


Based on requests to our association, The BFMA Board of Directors has long desired a certificate program as a way to provide training to those new to the forms management profession.  As part of the effort to develop the certificate program, a new body of knowledge has also been developed.

BFMA is announcing a new Body of Knowledge for Form Management. This body of knowledge is comprehensive and entirely updated. It covers the principles, practices, technology, terminology, and issues addressed by today’s Forms Management Programs. This Body of Knowledge (BOK) will become the basis for all BFMA education, including the new certificate programs, the CFSP, the annual conference, webinars and more.   The BOK is a highlight of the Annual Conference with a session on the overall concept and program and multiple sessions on the various content elements.

This is a milestone in BFMA history. It is only the second time the association has produced a comprehensive list of knowledge needed for our profession, and the first time was twenty years ago. It’s obviously time for an update!

For twenty years BFMA used the content outline from its Certified Form Systems Professional (CFSP) professional certification as a basis for its educational programming.  Based on a constant review of the CFSP content outline simultaneously with the new BOK, we know there are many, many more topics covered in the BOK than in the CFSP content outline. We believe this is significant and speaks directly to the wide-ranging nature of the forms management profession.

Both the new body of knowledge and the certificate programs are exciting news.  To support the body of knowledge outline, there will be a new book dedicated to forms management best practices.  The book means the forms community will have a resource for day-to-day work and reference.  The book will also serve as the information resource for the certificate program.  Learn that body of knowledge, prove it via a test, and earn a certificate.

All members of the professional forms community can benefit from the new BOK and certificate program.  Education in forms management is hard to come by.  The certificate program will be set up to meet your schedule and interests. You will be able to enroll in certificates on demand. You will be able to show your management that you have demonstrated knowledge for each topic that you choose. Plus, the certificate travels with you. Should you change positions it can be used to establish your proven knowledge to your new management.

It has been even harder to prove to management that being proficient in forms management takes more than a transfer into the forms department.  The certificate program will help to demonstrate that there is a defined body of knowledge for the profession. It will provide a method to demonstrate knowledge of essential information for different job roles.

Stay tuned for more information on this exciting announcement.

more Calendar

11/9/2020 » 11/10/2020
2020 Virtual Conference

10/1/2021 » 10/31/2021
2021 BFMA Annual Conference (exact date TBD)

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