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.
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.
10.19.26 | CX Metrics & Management
Client Experience (CX) is subjective and understanding the feedback data you get from your clients can help your firm gain insight into how they feel about your firm and the service they receive. By viewing this data as it relates to objective firm and project performance data, you can get a view of systemic problems and opportunities that can lead to significant business value. We’ll walk you through how we leverage analytics to interact with our CX data and the role it can play in your CX strategy. We hope to help you answer the question so many firms ask, “We’re collecting CX data, now what do we do with it?” Learn how to use analytics to visualize and explore data relationships of client experience and project performance that can drive real business decisions.
11.20.26 | Client Interviews
Learn how to conduct client feedback conversations that go beyond satisfaction, generating actionable insights and validating your CX strategy. This workshop covers the framework for successful feedback programs, interview best practices, and strategies to turn client input into meaningful actions that enhance loyalty and drive financial benefits.
12.7.26 | Using CX Tools to Recruit Staff
With the talent war topping today’s challenges, firms need innovative strategies to attract and retain top talent. In this workshop, learn how to apply CX principles to craft a compelling recruiting journey, from messaging and applications to interviewing, hiring, and onboarding. Discover how to increase qualified applicants and improve offer success rates, even in a competitive job market.