CPSA_2Certified Professional Strategic Advisors (CPSA) are advanced in Customer Relationship Management and adept at joint business planning and value creation. CPSA’s are experts in collaborative partnerships and consultative selling. As experts in understanding retailer shopper segmentation and shopper behavior, beyond their given category, they are specialists in leveraging data for advanced shelving and assortment solutions and can provide advanced pricing and promotion analysis. 


Here is a list of the STANDARDS needed to achieve certification:


  • Retailer Economics and Supply Chain (advanced)
  • Customer Relationship Management (advanced)
  • Joint Business Planning & Value Creation
  • Collaborative Partnerships
  • Consultative Selling
  • Understanding Shopper Behavior, Beyond the Category
  • Retailer Shopper Segmentation– CPSA Required
  • Leveraging Data for Advanced Shelving Solutions
  • Leveraging Data for Advanced Assortment Solutions
  • Advanced Pricing Analysis
  • Advanced Promotion Analysis


Certification levels can only be achieved in succession (CPCA, CPCM and CPSA).  We are recommending the following general development timeline for people to consider in their personal development for the CPCM certification:  Strategic Advisor 7 years +

Please note, to prepare for the CPSA test, we recommend taking our CMA “accredited” training coursework which is offered through a variety of approved SOLUTION PROVIDERS. Candidates for CPSA will be required to take on line Essay Exams. Add additional instructions about the CPSA essay and approval process