Certified Specialist Business Intelligence (CSBI)
Get recognized as a valued contributor to your organization’s financial performance when you earn HFMA’s Certified Specialist Business Intelligence (CSBI) certification. Those who earn this certification have demonstrated their ability to find, inspect, clean, transform, and model data to clarify issues; suggest conclusions; and support decision making designed to improve financial efficiencies and operational effectiveness.
Course Outline:
- Course 1. Understanding the Industry
- Course 2. The Business of Providing Healthcare Services
- Course 3. The Discipline of Business Intelligence
- Course 4. Business Intelligence Technical Skills
- Course 5. Business Intelligence Analytical and Quantitative Skills
- Course 6. Relationship, Change Management, and Consulting Skills
Learning Objectives:
After this program, you’ll be able to:
- Recognize the phenomenon called big data
- Identify the concepts and tools of business intelligence
- Recognize how information for better decisions is derived from large, clinical, financial, and other databases
- Identify the key point of leverage for analytics in the healthcare industry
- Recognize the decision types and analytic tools that are part of decision management
- Identify how data warehousing, reporting and analysis tools, and data systems architecture are used
- Apply the basics of analytical and quantitative skills of BI in healthcare
- Understand and perform sampling
- Recognize the role of business intelligence in stimulating action in the changing healthcare industry
- Recognize how emotional intelligence, leadership skills, and power bases can create a strong leverage for influence
- Identify the various kinds of leadership styles and power bases
CPE Information:
CPE Award Amount: 10.0
Program Level: Intermediate
Program Prerequisite: Knowledge of the healthcare industry as it relates to financial data in a healthcare setting, including data, processes, workflows and productivity. Some knowledge of quantitative and analytic skills helpful.
Recommended Experience: 3-5 years experience in data or statistical analysis or other data-related fields helpful.
Advanced Preparation: None
Instructional Method: Self-Study
Delivery Method: QAS Self-Study
Field of Study & Topic in hours: 5.0 Specialized Knowledge – 5.0 Statistics
Content last revised: December 2022
CPE Sponsor– Healthcare Financial Management Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding refund policies, as well as any program concerns, please contact our offices at 800.252.4362 or, [email protected].
Certification Maintenance Information:
Maintenance Requirements: Certified Specialist (CS) Programs:
- HFMA Certified Specialist certificants must maintain their certification every two years.
- The recertification process is straightforward: to re-certify as a CS, you must take a 50-question online assessment.
- To help you prepare for the Recertification assessment, you will have access to a Recertification eLearning course.
- The HFMA Recertification course does NOT offer NASBA CPE. Time taken to complete recertification programs qualifies as an activity for CHFP and FHFMA maintenance.
- Information will be emailed to you in advance of your maintenance due date.
- The maintenance fee for non-members is $100 and free for HFMA members.
ACE College Credit for Students:
A Student member of HFMA? The American Council on Education’s College Credit Recommendation Service (ACE CREDIT®) has evaluated and recommended college credit for the Certified Specialist Business Intelligence (CSBI).
Earn college credit. Take one less class! Student members of HFMA can earn 1 college credit outside the classroom when successfully completing the Certified Specialist Business Intelligence (CSBI) program.
| Level: Lower-Division Baccalaureate | Credits: 1 | Subject: Introduction to business analytics |
Healthcare Financial Management Association (HFMA) (acenet.edu) – ACE National Guide
Testimonials:
Membership has allowed me to better leverage my skills through the various certification processes. By obtaining my CSBI I can better adapt to the changing continuum we call health care. By learning strategies revolving around health care and business analytics I can reinvest back into my company and drive growth. The CSBI helped me answer questions regarding using business intelligence in a holistic and more empowering manner.”
– Noel A. Alfonso, B.S., CSBI, Corporate Charge Management Analyst, Revenue Integrity
General Program Information | Certification Maintenance Information
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