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Certification in Strategic Performance Management

In-Firm CSPM program details and pricing

Course Overview:

A CSPM is a uniquely qualified professional who uses his knowledge of historical business measurements to help companies make better decisions. In addition to mastering a number of tools and methodologies, the CSPM is also trained in communicating concepts so that they are relevant to business managers. Accountants who seek this designation are driven to provide superior customer service and want to help their clients avoid and plan for potential difficulties, rather than just accurately report on them once they occur.

You will find that the practitioners who have reached out to achieve this designation are among the most visible in the profession as they are firm believers in the value of the skills they possess. They might even look and sound different from others in the profession due to their excitement in offering these unique services.

Certification Objective

Although there are a great many practitioners who have some experience in the area of Performance Measurement, very few have invested the time and resources to become a specialist in this field. In addition to creating a distinct differentiation between a typical accountant and a Performance Management specialist, the key benefits to a certification program are to:

  • Provide a structured curriculum that encompasses the multi-dimensional aspects of Performance Management.
  • Set a standard of excellence in both the development and delivery of Performance Management services.
  • Provide recognition to those who have made the commitment to become specialists in this field.
  • Establish a credential that is recognized and valued by clients and peers.
  • Maintain the integrity of the credential by only awarding it to those who:
    • Possess the educational and experiential pre-requisites
    • Have completed the required educational modules.
    • Have demonstrated proficiency by way of case study submission and examination.
    • Continue to expand their knowledge by completing the minimum continuing education units required each year.

Ultimately, the objective of the certification program is to provide a turn-key process by which practitioners can gain the skills they need and the tools and resources required to rise to the level of specialist, all the while maintaining the highest level of ethical and technical standards.

General Requirements

To become CSPM one must:
  1. Have earned a credential commensurate with or greater than a CPA (Certified Public Accountant). -Or- Demonstrate advanced study and experience in accounting, finance, business administration, or related field of study.
  2. Be a member in good standing within their professional body.
  3. Have a minimum of 5 years practical experience working with businesses.

Obtaining the Certification

Certification Requirements: the certification program is designed to address both the educational and experiential needs of the practitioner.

Over approximately 18-24 months, participants come together 4 times for 2 1/2 days each session to learn and practice the skills required to master the skills of a trusted advisor.

CSPM Exam Schedule and Details

Upon completion of coursework and practice elements, applicants may apply to sit for the exam and case study. This case provides a vehicle for the applicant to demonstrate competency in the diagnostic, planning, and measure development aspects of a Performance Management engagement. The exam is made up of multiple choice and essay questions. Each file is available via download or direct mail. A score of 80% or higher is necessary to pass the exam. Applicants who must re-take the exam may do so no sooner than 2 weeks or later than 2 months following their previous attempt. A fee of $250 is required for tests or re-takes turned in after the 2-month deadline. Allow up to two weeks for results.

Exam Fee: $495.00 (non-refundable)

Annual Certification Dues: $495.00 -

CSPM Graduates

Meyers Norris Penny LLP CSPM graduates

  • Sandra Steele
  • James Melnyk
  • Gary Parmar
  • Julee A. Schmit Galvin
  • Wade Page
  • Dale Dreis
  • Jeff Orchard
  • Tanya Knight
  • Wendy Lewis
  • Greg Anderson
  • Lou E. Beatch
  • Garth Busch
  • Jeff Cochrane
  • Dean Fowler
  • Ben Vanderhorst
  • Twyla Kirschenman
  • Mark Brown
  • Jason Watt

 

 
 

 
 

 

  
 
 

 

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The Mentor Plus Promise. . .
You’ll be able to walk into any business, any industry and identify specific activities that are most critical to that client’s success.

Beyond that, you’ll have a turn-key system to deliver ongoing performance management advisory services as well as the confidence and people skills to work side-by-side with your clients as they progress toward their goals.

This savvy new breed of accounting firms are discovering clients are hungry for advisory support, willing to pay more, and are more loyal in the long run.

We recognize our approach to client service is not for everyone. Our Money-Back Guarantee allows you to decide for yourself if the Mentor Plus Promise is right for you.
   
 

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