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- Complete Tools for Success (Formerly Core 1), Finance and Campaign Execution (Formerly Core 2), Creative Elements of Marketing (Formerly Core 3), and one specialized course in any order.
- Ensure you have your employment history updated.
- Apply to participate in the Summit course.
- Successfully complete the Summit course and the Compliance for Marketers course.
- Certify your commitment to adhere to the Code of Conduct for Professional Marketers to earn your designation.