Get Recognized as a
CX Management Professional
Certify your CX Skills through our virtual education platform!
Certification Benefits
Client Experience Management Professional
Participate in 6 out of 20+ virtual, peer-to-peer workshops and complete a case study to receive your CXMP Certification.
Gain more authority
CXMP professionals stand out amongst their peers, increasing their influence and authority to create change in their organizations. Be recognized for your CX knowledge and leadership.
Be a catalyst for change
Each CXMP learning module leaves you with a plan for change. Unlike traditional courses, your learning is using your own firm as the laboratory to experiment, measure, and sustain change.
Be among the best
Join the ranks of the most engaged CX Professionals around the world. Our peer-based learning model assures you are gaining real-world experience in collaboration with others like you.
Certification Workshops
Complete 6 of these live, hands-on workshops and complete a case study to receive your CXMP Certification.
Current CXMP candidates and alumni can access our Learning & Resource Center to review past workshops and course materials.
4.13.26 | Delivering Business Value to your Clients
Creating a client experience (CX) culture that delivers measurable ROI requires focus and strategy. This workshop explores how CX can identify high-value business processes, empower teams to leverage their strengths, and use client sentiment tracking to align with client priorities. Learn actionable approaches to enhance value for clients and drive positive outcomes for your firm.
5.11.26 | Choosing by Advantages
Every robust CX program develops dozens of “we shoulds” that firms struggle to prioritize. There are so many opportunities to improve client experience, how do teams know which ones are most important? Using a collaborative decision-making framework like Choosing By Advantages (CBA), you can confidently lead your teams to identify options, list decision factors, and rank advantages in order to objectively decide which efforts to focus on that will provide the greatest total advantage for your business. Equipped with this tool, you’ll find consensus more often for your biggest decisions.
6.19.26 | Creating the Business Case for CX
Unlock the potential of CX by crafting persuasive business cases aligned with leadership priorities. Learn to create effective plans, metrics, and a self-sustaining CX organization for lasting impact.
8.17.26 | Client Journey Mapping
Client Journey Mapping allows your team to identify the potential friction points (from your client’s perspective) of working with your firm. This program sets the stage for why this tool increases trust with your clients and then walks you through a sample Journey Map you can review with your team to create better customer experience moments.
9.14.26 | CX Governance and Change Management
This workshop will focus on how to build and execute modern client experience programs. We will zero in on how executives need to think about the impacts of a firm-wide CX program and what sponsorship of a CX program really means. You’ll learn how successful CX programs outflanked the natural pressures working against internal change to embed Client Experience into their working cultures. We’ll also show you how to think about and build a CX governance model ensuring program success and methods to measure performance to keep it all on track. This session is an advanced, hands-on training workshop that will equip CX leaders with pragmatic, real-world resources and tools to lead their CX transformation with confidence.