American Association of Daily Money Managers
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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 website regularly.

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.  

Certification is 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).

Certified Professional Daily Money Managers

Certification Process

Proctored Examination Dates and Locations

  • Friday, November 14, 2014 (in conjunction with the Annual Conference)
    Francis Marion Hotel, Charleston, South Carolina

    Applications to sit for the exam must be received no later than October 10, 2014

  • AADMM can schedule a proctored exam in your local area. Contact the business office at 877-326-5991 for more information.

The Certificaiton 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 meeting.

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

NEW! Online Continuing Education Tracking System

PDMM® is a registered trademark of the American Association of Daily Money Managers.


174 Crestview Drive . Bellefonte, PA 16823-8516
Phone: 877-326-5991 . Fax: 814-355-2452 . Email: