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What is a Certified Daily Money Manager (CDMM®)?

Certified Daily Money Manager (CDMM®) is a formal recognition of expertise in the areas of personal financial services including personal daily money matters such as bills, budgets, and record keeping for individuals and families. The designation is awarded to individuals who successfully complete the CDMM exam, experience, and ethics requirements and then continue an ongoing continuing education program to sustain their skills and certification.

What’s required to become a Certified Daily Money Manager?

Earning the CDMM designation involves meeting requirements in three areas, commonly referred to as the 3 E’s or exam, experience, and ethics:

  • Knowledge evaluated based on performance on the CDMM exam,
  • Relevant work experience, and
  • Professional ethics.

See How to Become a CDMM for details and resources for daily money managers interested in advancing their credibility and professional career.

To find Certified Daily Money Managers in Your Area, add “CDMM” to the Keyword filter in Find a DMM

CDMM certificate sample
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