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recertification

CDMM Recertification Renewal Requirements

  1. Certification Application
    A certification application must be properly completed to renew the CDMM certification. (Click here for application)
    Note: CDMM renewal applications must be submitted 30 days prior to your expiration deadline. You may still obtain hours up until your deadline, just be sure to include the course information on your recertification chart. Once the course is completed, submit in the Certificate of Attendance.
  2. Certification Fee
    The fee is $150 members and $200 non-members for the three-year period. The certification fee is non-refundable, and AADMM acceptance of a fee payment does not guarantee or imply that an individual’s certification will be renewed. All renewal requirements must be completed by the renewal deadline to renew your CDMM certification.
  3. Continuing Education Units
    20 credit hours of continuing education in acceptable courses, programs or activities. One credit hour consists of 50 or 60 minutes of participation in an approved course or program. The American Association of Daily Money Managers does accept ½ credits in the measure of 30 to 50 minutes of participation. Anything less is not acceptable. The required continuing education hours are:

      • 2 credit hours in ethical issues
      • 10 credit hours in Payroll, Finance, Bookkeeping and Bill Paying
      • 8 credit hours in Standards of Practice & Types of ExpensesHours can only be earned during your current certification period and any hours over the required number are not eligible to be rolled over to the next certification year. Please note: you are not eligible to earn CEU credits until you have received your certification packet from AADMM. Your certificate will list the dates you are eligible to earn CEU credits.
  4. CEU credits must be submitted with the following documents:
    Note: If you intend to use outside course credits toward your recertification, submit the CDMM Outside CEU application to the business office PRIOR to recertification in order to avoid delays in processing and/or loss of certification if courses are deemed unacceptable.

      • Continuing Education Units (CEU) Tracking Sheet [Excel]
        The Tracking Sheet is a spreadsheet where the CDMM must list each course taken, date, and how many CEUs were assigned and in what category. Include courses/programs whose approval is still pending. The CDMM submits the tracking sheet along with all other recertification documentation to AADMM.
      • CEU Tracking System 
        AADMM uses a Continuing Education Tracking system to track your certification status and maintain certificates. Any courses sponsored by AADMM as well as Outside Continuing Education Course submitted for approval will be updated online. Unless stated on the Outside Continuing Education Approval (OCEA), there is no need to print a copy of your certificates that have been applied online, but courses must still be listed in the CEU Tracking Sheet that is submitted with your recertification documents. Click here for instructions on how to use the CEU Tracking system.
      • How to Obtain Outside CEU Credits.
        AADMM will consider approving courses and programs offered by other organizations

          • Submit the CDMM Outside CEU Application [PDF] and other documents as specified on the application for each course within 60 days after taking the course. Applications received after 60 days will not be approved.
          • Applications may be sent for approval before the course takes place. To receive the CEU, send a signed Proof of Attendance Form [PDF] within 60 days of the course date.
          • Notification of approval will be sent via email and approval certificates will be added to the online CEU Tracking System.
          • Outside Continuing Education Approval (OCEA) Certificates are your documentation that the course was approved, and will state if poof of attendance was received or is still required.
          • You may submit a Proof of Attendance Form [PDF] for any OCEA at any time to be updated in the online CEU Tracking system. AADMM provides a generic Proof of Attendance form (add link) for use at any event if the sponsor does not provide proof of attendance.
          • When submitting the signed generic Proof of Attendance Form [PDF] for a pre-approved CEU following completion of the course, include a copy of the OCEA certificate from the Tracking system.

**Please review Noncompliance with Renewal Requirements and Continuing Education – Acceptable Courses and Programs sections.

Questions? Contact certification@aadmm.com

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