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Mission Accomplished: How I Passed the CPSM Exam and You Can, Too!

When I was setting my goals for the new year last January, I decided to get serious about studying for the Certified Professional Services Marketer (CPSM) exam. Even though I was new to the AEC industry, I met the eligibility requirements through my other marketing and business development experience, and I figured there was no better time than the present. 

After several months of preparing, I am happy to share what you already know from the title of this blog: I passed on my first try. I am proud to join the group of 1,000+ professionals who have mastered the SMPS Domains of Practice for Professional Services Marketing. To me, this professional recognition demonstrates my commitment to the field of professional services marketing, and opens doors to career opportunities I may not have the same access to without.

If you are interested in earning your CPSM credential and becoming certified, you can, too! Here are some tips from my experience preparing for the test I would like to share with you.

1.    Plan Ahead for Your Preferred Testing Window

The exam is offered during two testing windows each year (one in spring and one in fall), so plan ahead for when you need to begin studying based on when you want to take the test. If you miss the application deadline for your preferred testing window, you will have to wait until the next testing window to sit for the exam.

  •  For 2025, the fall testing period will be September 6 through September 27 | Application deadline: August 6
  • For 2026, the testing periods will be:
    • Spring: February 28 through March 21 | Application deadline: January 28
    • Fall: September 5 through September 26 | Application deadline: August 5 

While the application is not complicated, you do need to account for the time needed to gather information (for example, obtaining a copy of your college transcripts) so don’t wait until the last minute.

The CPSM exam is administered at computer-based testing facilities managed by Prometric. Once your application is approved, you are able to select your testing center location and book your exam appointment from the available dates and times at that location. The testing centers can fill up quickly, so if you know you really want a certain day of the week or time of day, register for your testing appointment early so more options are available to you.

You will also want to plan ahead financially. When applying for the CPSM exam, you typically pay both the one-time application fee and the exam sitting fee (required each time you take the test). For SMPS members, this comes to a total of $520, which is certainly an investment for most.

BONUS TIP: SMPS Seattle offers an annual scholarship on a limited basis for full CPSM certification reimbursements ($520) to Members who pass the exam. Learn more here.

2.    Get the Books

The exam only covers content from the MARKENDIUM, AKA the SMPS Body of Knowledge, which is the comprehensive educational resource for the successful practice of marketing and business development in the A/E/C industries. The MARKENDIUM defines the six Domains of Practice for the Society and professional services marketing, with one book covering each Domain, and is what you will need to master in order to pass the exam. Your own AEC firm might have best practices or processes that differ from what is taught in the MARKENDIUM, and it’s important to know that when it comes to the exam—the only right answer is what’s in the MARKENDIUM.

Having physical copies of the books was very helpful. I traveled with them in my work bag, left them out on my coffee table, and marked them up with highlights and sticky notes. You can loan them from SMPS Seattle by contacting the CPSM Co-Chairsor purchase them new or pre-owned from vendors like Amazon.

Joining a study group will help motivate you to keep pace with reading each of the six Domains alongside the rest of your peers. Let’s talk about that next.

3.    Join a Pacific Regional Study Group (and Participate!)

The Seattle chapter offers free study groups through the Pacific Regional CPSM Study Sessions. To participate in this group led by awesome volunteers, you simply register online to join a cohort of fellow exam-takers and other resources to help you succeed.

A few tips:

  • The next CPSM Study Group is getting ready to start. If you want to take the exam as early as the fall 2025 testing window, be sure to check out the following events. The information session has already passed, but you can watch the recording here. The official Kick-Off Session is coming up on April 16 and will prepare you for the months ahead and provide you with the opportunity to meet your fellow study-group peers.

  • Once you’ve joined, make the most of your study group. Domain review sessions will be scheduled in advance, so you know what to study for before each virtual review session. You will have access to Basecamp, an online collaboration and project management system, where you can post messages and help answer questions from others in your cohort. You can also download the study session video recordings to make it easy to listen to them in your car, before work/on lunch breaks/after work, on an airplane, etc. Print out the study guides and domain review session presentations that will be provided to you so you can quiz yourself on-the-go. 

  • Finally, think outside the box! Some study groups meet up in-person outside of the virtual sessions, which is a great way to help yourself by helping others.

4.    Practice and Test Your Knowledge

Once you have applied for the exam, you will get one free practice test from Professional Testing Corporation (PTC), the authorized exam administrator. The practice test will be on the same platform as the real exam, allowing you to get familiar with the user-interface as well as practice sample questions.

  • Use tools like Quizlet or AI to practice and test your knowledge. Using online tools can be tricky when studying for an exam that is based solely on the correct answer that is taught in the MARKENDIUM series, so my tip is to use these resources not to learn the content, but also to test your knowledge of the content you have already made an effort to learn. For example, when I asked Gemini AI to quiz me, I asked it to focus on Domains that I had already studied and made sure to look up any answers for questions where I wasn’t 100% sure I knew the right answer.

BONUS TIP: Here is a sample prompt for using AI (remember to always be polite to the robots): 

“Hello, AI! I am studying to pass the Certified Professional Services Marketer Exam. Can you quiz me on the SMPS Domains of Practice for Professional Services Marketing? Please provide multiple choice options with one correct answer.”

5.    My Final Tip Is: Stick to Your Goals and Don’t Give Up.

The CPSM exam doesn’t have a reputation for being easy, and it’s not uncommon to attempt the exam more than once before passing. Even though I was thrilled to have passed on my first attempt, I was mentally prepared to try again in the spring. In fact, before I sat for the exam, I remember telling friends at work that I might move my exam to the spring window because I was nervous I wouldn’t pass in the fall. In the end, I mustered the discipline to focus harder on studying and embraced the opportunity to go for it—whether that meant I had to do it once, twice, or even three times. One of the surefire ways to not pass is if you don’t give it a try.

Earning my CPSM credential was one of the highlights of my career last year. The resources offered through SMPS and its volunteers truly made passing the exam more accessible and more fun. If you are interested in taking the exam, you will receive even more tips and tricks through the Pacific Regional Study Group from folks who have been there and want to help you get there too.

So what are you waiting for? Make the decision to go for it, give it your best shot, and it’s mission accomplished!

Katie Berry is a Senior Marketing Specialist at HNTB. Katie likes to have fun while doing serious work to win some of the largest and most complex infrastructure projects in the Northwest. Outside of work, you can find her re-watching episodes of The Office or throwing a ball for her Doberman, Phoenix.

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