Thank you for your interest in AADMM’s Certification
Process. Please review the following preliminary details. More
information will be posted as it becomes available. Please check the
Certification by the American Association of Daily Money Managers
demonstrates in a tangible way the professionalism among daily money
managers and supports the AADMM’s commitment to “promoting high
standards of client services provided by members, and to supporting the
growth of the daily money management industry, in numbers of providers,
in recognition of the field, and in the quality of services provided.”
Through voluntary certification individual members can validate their
skill level and add to their credentials as a leader in the industry.
As daily money managers we provide personal
business assistance to clients who have difficulty managing
their personal monetary and business affairs on a daily basis.
The purpose of the certification is to assure that the applicant
has had sufficient opportunity to apply learned skills and
knowledge, and has been exposed to the nuances and challenges of
the profession. To be eligible for the AADMM PDMM Certification
an individual must have experience in the field; work may be
performed for individuals or small businesses by the applicant
in the capacity of a daily money manager for clients. Working
within a corporation or company doing similar tasks where that
company does not perform daily money management services is not
optional and entirely voluntary. AADMM is the certifying body, but there is no connection between
membership in the organization and the certification process. (To be an AADMM member doesn't require certification and to be certified
doesn't require AADMM membership).
A PDMM may only lapse their certification and retest one time during their lifetime.
Proctored Examination Dates and Locations
Friday, November 10, 2017 (in conjunction with the Annual Conference)
San Diego, California - Applications to sit for the exam must be received no later than Sept. 22, 2017
Specific location will be announced in 2017.
- AADMM can schedule a proctored exam in your local area. Contact the business office at 814-357-9191 for more information.
The Certification Board meets the 2nd Tuesday of each
month to review Education and PDMM applications. All items that
require review must be submitted prior to the 1st Tuesday
of the month or they will be reviewed at the following monthly
The application form, frequently asked questions, and important information about testing are available from the links below.
PDMM® Certification Review Course
PDMM® Candidate Requirements
PDMM® Certification Application
PDMM® Certification Exam Content Outline
Documentation of Eligibility Example
Frequently Asked Questions
Exam Study Materials
PDMM® Proper Use Guidelines
PDMM® is a registered trademark of the American Association of Daily Money Managers.