What is a Daily Money Manager? Simply stated, a Daily Money Manager serves as a personal financial assistant.
What services does a Daily Money Manager provide? Services that Daily Money Managers provide may include: bill payment, account reconciling/other banking tasks, organizing tax documents, negotiating with creditors, reviewing medical insurance papers and verifying proper processing of claims, and referring clients to legal, tax, and investment professionals and to community resources. For more information see click on “Our Services” tab above.
What qualifications should a Daily Money Manager have? Daily Money Managers typically have a bachelor's degree. While there are no requirements for a specific major, aspiring daily money managers often major in finance, economics, accounting, business and law. In addition, all daily money managers must pass a stringent background check.
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.
