Certifications › Financial & Insurance Credentials

Certified Daily Money Manager® (CDMM)

Certification Voluntary. It proves competence, but nobody is stopped from working without it.

They’ve demonstrated experience in daily money management, passed a certification exam, and uphold a strict code of ethics focused on integrity, client confidentiality, and financial responsibility.

Offered by: American Association of Daily Money Managers (AADMM)
Who it's for: Professionals who assist individuals with managing routine financial tasks such as bill paying, budgeting, and document organization
Format: Eligibility verification, exam, background check, code of ethics agreement, continuing education
Time commitment: Varies based on experience; generally requires 1–2 years of relevant practice before applying
Cost: $300 application fee, $500 exam fee, plus continuing education costs
Website: aadmm.com

Key skills covered

Personal budgeting and bill payment
Bank and credit card reconciliation
Recordkeeping and tax document organization
Health insurance claim tracking

Costs, eligibility, and renewal requirements are set by the issuing body and change without notice. Confirm the current requirements with them before you enroll or sit an exam.

Visit the issuing body

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