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The Case for
Certification
and
How To Study for an
Exam as an Adult
Michelle Erste, CPSM
Kristina von Tish, CPSM, LEED Green Associate
SMPS SERC // 03.23.2022
Hello!
Michelle Erste, CPSM
Past President, SMPS Atlanta
Kristina von Tish, CPSM,
LEED Green Associate
&
Agenda
What is a CPSM?
Overcoming Four
Common Barriers to
Taking a Credential Exam
Crowdsourcing Solutions
CPSM Overview
• Tests your knowledge of
marketing and BD principles in
the AEC industry
• 150 questions across 6 domains
of practice
• Built to be “best practice”
• Must have years of experience
in the industry to qualify
Certified
Professional
Services
Marketer
Marketing
Research
Marketing
Planning
Client and
Business
Development
Proposals Promotional
Activity
Management
Domains
of Practice
Eligibility
1. Education/Experience
• Bachelor’s or higher degree + 4 years of
experience in a marketing/BD role in a
professional services firm
• Associate’s degree + 6 years of experience
• No degree + 8 years of experience
2. Agree to abide by the CPSM Code of Ethics
CPSM
Survey:
How has
the CPSM
certification
benefitted
you?
???
???
???
???
Professional Growth
Promotion
Recognition
Salary Increase / Bonus
CPSM
Survey:
How has
the CPSM
certification
benefitted
you?
There Are Many Credentials
Worksheet
Why do you want
a credential?
Your Goals
Common Barriers
1. Out of Practice
2. No Time to Study
3. Unconventional Learning Style
4. Cost
Overcoming Your
Personal Barriers
1. Reframe your challenges
as opportunities
2. Crowdsource solutions
Worksheet
Why haven’t you
taken your credential
exam yet?
Personal Barriers
Psychology time!
Cognitive Reframing
Structured, goal-directed intervention strategies that
focus on the exploration, evaluation, and substitution of
maladaptive thoughts, appraisals, and beliefs” *
* Clark, David A. (2013). “Cognitive Restructuring.” In The Wiley Handbook of Cognitive Behavioral Therapy,
S.G. Hofmann (Ed.). https://doi.org/10.1002/9781118528563.wbcbt02
“
Cognitive Reframing
Structured, goal-directed intervention strategies that
focus on the exploration, evaluation, and substitution of
maladaptive thoughts, appraisals, and beliefs” *
Changing your perspective
“
* Clark, David A. (2013). “Cognitive Restructuring.” In The Wiley Handbook of Cognitive Behavioral Therapy,
S.G. Hofmann (Ed.). https://doi.org/10.1002/9781118528563.wbcbt02
Civilization Civilization
Six Years Six Years
Reframing
common barriers
I’m out of practice
FLASH POLL:
How long has it
been since you
took an exam?
I’m experienced
I’m out of practice
I’m experienced
I’m out of practice
• Make a plan
• Set a timeline
• Gather materials
• Execute
I don’t have time
I’ll time it right
I don’t have time
I’ll time it right
I don’t have time
• Figure out what works for you
• Slow and steady wins the race
• Look at the big picture
I don’t learn by reading
I’ll learn my way
I don’t learn by reading
I’ll learn my way
I don’t learn by reading
• Read while doing
• Audiobooks / text-to-speech
• Study buddy or group
It’s expensive
I’m investing in myself
It’s expensive
I’m investing in myself
It’s expensive
• Application and exam fees = $520;
• Markendium = $0 to $174
• Study guides, online prep courses,
in-person boot camps = ???
• Will your firm help? / SMPS chapter
scholarships
Worksheet
Reframe your
personal barriers as
opportunities
Reframing
Discussion
Our Approaches
Kristina Michelle
Schedule 26 weeks
(6-1/2 months)
16 weeks
(4 months)
Reading Pace 1/2 Domain of Practice
every other week
1 Domain of Practice
every other week
Accountability Met with study buddy
every other week
Met with study group
every other week
Grand Finale Two weeks to
make/study flash cards
based on Markendium
glossaries + markups
Two weeks to review
sample questions
• Study concepts, not terms
• Study more than you think
you need to
• Consult people who have
taken the exam recently
• Get the support of upper
management, family, and
friends
• Study, study, study
• Apply concepts to real life
• Go for it!
CPSM
Survey:
What advice
would you
give to a
prospective
CPSM?
General Study Tips
• Set a schedule
• Work with a study buddy or group
• Study outside your home if there are distractions
• Short, regular study sessions are better than marathons
• Incorporate multiple senses (reading, audio,
movement, discussion)
• Practice in an environment similar to that in which you’ll
take the test
• Sleep, eat, exercise in the days leading up to the exam

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The Case for Certification and How To Study for an Exam as an Adult