AADMM
American Association of Daily Money Managers

PDMM Certification

Certification is another step daily money management professionals can take to achieve excellence in their profession and to establish themselves within the industry. The Professional Daily Money Manager (PDMM®) certification demonstrates dedication to the field and a commitment to continuing education. Certification is not required of members or of professionals who work as daily money managers, however, it does demonstrate an additional commitment to the industry.

What’s required for PDMM Certification?

The certification process involves several areas including the following qualifications:

  • Application – Submission of the PDMM® certification application.
  • Background check –  All applicants must agree to a background check.
  • Hours worked  – A minimum of 1500 hours of paid daily money management work experience in the last three (3) years,  or  A minimum of 1250 hours of paid daily money management work experience in the last three (3) years, plus a maximum of 250 eligible pro bono or volunteer hours in the last three years is required. The work experience must 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 acceptable.
  • Fee – An application fee of $300 for members and $450 for non-members is required.
  • Examination – Each applicant must sit for a 100 question exam with a minimum score of 75 to pass.

Interested in taking the certification?

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. 29, 2017 Location: Catamaran Resort Hotel & Spa, 3999 Mission Blvd., San Diego, CA
  • AADMM can schedule a proctored exam in your local area. Contact the business office at 814-357-9191 for more information.

Still have questions about the certification process or want more details? Visit the Certification FAQs here or download the PDF.

Click here to view a list of certified DMMs.

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Already certified?

Click here to learn how to maintain PDMM® certification.

 

 

 

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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