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EVENTSCERTIFICATION
Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education tomembers and the
MEMBER LOGIN
Member Only Content. Welcome Members! This section is just for you, to give you access to the latest and greatest from AADMM and share relevant news and changes in the field of Daily Money Management. From here you can explore member-only content, manage your profile and subscriptions, access invoices and payments, and sign up for educationand
ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individualsJOIN AADMM - AADMM
Join the American Association of Daily Money Managers. AADMM is the ONLY national organization for daily money managers and provides members with opportunities for national exposure, continuing education, and a forum for sharing best practices within a growing community of professionals committed to excellence.FIND A DMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFICATION
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANGER 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, andethics
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WHEN YOUR PERSONAL LIFE NEEDS TO RUN LIKE A BUSINESS When Your Personal Life Needs to Run Like a Business. Apr 22, 2021. As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. Articles about the need for work-life balance proliferate. But I find there is one area where many high-net-worth individuals and busy STANDARDS OF PRACTICE AND CODE OF ETHICS FOR DAILY MONEYSEE MORE ONSECURE.AADMM.COM
DAILY MONEY MANAGERS ASSOCIATION PERSONAL FINANCIAL MANAGEMENTABOUTDMMS AND YOUOUR BLOGSRESOURCESNEWS &EVENTSCERTIFICATION
Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education tomembers and the
MEMBER LOGIN
Member Only Content. Welcome Members! This section is just for you, to give you access to the latest and greatest from AADMM and share relevant news and changes in the field of Daily Money Management. From here you can explore member-only content, manage your profile and subscriptions, access invoices and payments, and sign up for educationand
ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individualsJOIN AADMM - AADMM
Join the American Association of Daily Money Managers. AADMM is the ONLY national organization for daily money managers and provides members with opportunities for national exposure, continuing education, and a forum for sharing best practices within a growing community of professionals committed to excellence.FIND A DMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFICATION
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANGER 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, andethics
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WHEN YOUR PERSONAL LIFE NEEDS TO RUN LIKE A BUSINESS When Your Personal Life Needs to Run Like a Business. Apr 22, 2021. As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. Articles about the need for work-life balance proliferate. But I find there is one area where many high-net-worth individuals and busy STANDARDS OF PRACTICE AND CODE OF ETHICS FOR DAILY MONEYSEE MORE ONSECURE.AADMM.COM
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
HOW TO BECOME A CERTIFIED DAILY MONEY MANAGER A minimum of 1,500 hours of paid daily money management work experience in the last three (3) years (which equates to less than 10 hours per week). Or. A minimum of 1,250 hours of paid daily money management work experience in the last three (3) years, plus a maximum of 250 eligible pro-bono or volunteer hours in the last three years isrequired.
DAILY MONEY MANAGER BOOKSTORE AND RESOURCES American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
START YOUR MEMBERSHIP American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
MEMBERSHIP - AADMM AADMM MEMBERSHIP BENEFITS American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
A DAILY MONEY MANAGER PROVIDES PERSONAL FINANCIAL SERVICES A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more. These professionals provide personal financial services to older adults, people with disabilities, busyprofessionals
LIVE AND RECORDED WEBINARS FOR DAILY MONEY MANAGER Registration is for one entrant. This webinar, and its included materials, is intended for the exclusive review and use of the registered attendee. Any other individuals who would like to join the live webinar or view the recording are required to complete their own registration forms. The registration fee is set per person, not perconnection.
CONTINUING EDUCATION UNIT TRACKING SYSTEM Continuing Education Unit Tracking System. AADMM’s CEU Tracking Systems allows attendees to track their attendance at AADMM’s educational events. After logging into the site, you will see all of your completed training sessions dating back to January 2013. This includes: You will receive an email each time your record is updatedwith new
QUESTIONS TO ASK BEFORE HIRING A DAILY MONEY MANAGER Questions to ask before hiring a Daily Money Manager. DMMs handle highly personal and confidential matters for their clients. As in any business transaction, personal judgment and instincts are important when deciding with whom you would like to do business. Always ask for a referral from someone you know and trust, such as a friend, relative CDMM DOCUMENTATION OF EXPERIENCE/ PRE- CERTIFICATION HOURS Kjd8-11-20 . CDMM ® Documentation of Experience/ Pre- certification Hours Worked . EXAMPLE. In addition to the CDMM ® Certification application, applicants are required to include a separate attachment,with written
DAILY MONEY MANAGERS ASSOCIATION PERSONAL FINANCIAL MANAGEMENTABOUTDMMS AND YOUOUR BLOGSRESOURCESNEWS &EVENTSCERTIFICATION
Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, highMEMBER LOGIN
member login Member Only Content. Welcome Members! This section is just for you, to give you access to the latest and greatest from AADMMand share relevant
ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
JOIN AADMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
FIND A DMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANGER CDMM American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
A DAILY MONEY MANAGER PROVIDES PERSONAL FINANCIAL SERVICES American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
STANDARDS OF PRACTICE AND CODE OF ETHICS FOR DAILY MONEYSEE MORE ONSECURE.AADMM.COM
QUESTIONS TO ASK BEFORE HIRING A DAILY MONEY MANAGERSEE MORE ONSECURE.AADMM.COM
DAILY MONEY MANAGERS ASSOCIATION PERSONAL FINANCIAL MANAGEMENTABOUTDMMS AND YOUOUR BLOGSRESOURCESNEWS &EVENTSCERTIFICATION
Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, highMEMBER LOGIN
member login Member Only Content. Welcome Members! This section is just for you, to give you access to the latest and greatest from AADMMand share relevant
ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
JOIN AADMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
FIND A DMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANGER CDMM American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
A DAILY MONEY MANAGER PROVIDES PERSONAL FINANCIAL SERVICES American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
STANDARDS OF PRACTICE AND CODE OF ETHICS FOR DAILY MONEYSEE MORE ONSECURE.AADMM.COM
QUESTIONS TO ASK BEFORE HIRING A DAILY MONEY MANAGERSEE MORE ONSECURE.AADMM.COM
MEMBERSHIP - AADMM AADMM MEMBERSHIP BENEFITS American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
HOW TO BECOME A CERTIFIED DAILY MONEY MANAGER American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CONTINUING EDUCATION UNIT TRACKING SYSTEM American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
AADMM LIVE WEBINARS
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WHEN YOUR PERSONAL LIFE NEEDS TO RUN LIKE A BUSINESS American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
FAQS - AADMM
Most DMMs charge for their services on an hourly basis – rates varying with geographic areas and expertise. In addition to the hourly rates, most DMMs charge for their travel time and for out-of-pocket expenses such as postage costs incurred for their clients and orBACKGROUND CHECK
1: Background Check Firstly, read the Background Check Information and FAQs page to fully understand the new background check requirements and review frequently asked questions. Once you fully understand the requirements, continue to the Global Investigative Services, Inc. (Global) website to submit your background check – please click thebutton below.
MEMBER FORUMS
Membership Member Forums. The Forum is a benefit available only for AADMM members, allowing them to communicate with each other about issues of concern and items of interest in the daily money managementprofession.
BUILDING A SUCCESSFUL RELATIONSHIP WITH YOUR DMM BEYOND American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANAGER EXAM CONTENT OUTLINE Certified Daily Money Manager®. Exam Content Outline . EXAMINATION CONTENT . The 100 multiple-choice certification examination consists of the following content areas with an DAILY MONEY MANAGERS ASSOCIATION PERSONAL FINANCIAL MANAGEMENTABOUTDMMS AND YOUOUR BLOGSRESOURCESNEWS &EVENTSCERTIFICATION
Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education tomembers and the
MEMBER LOGIN
Member Only Content. Welcome Members! This section is just for you, to give you access to the latest and greatest from AADMM and share relevant news and changes in the field of Daily Money Management. From here you can explore member-only content, manage your profile and subscriptions, access invoices and payments, and sign up for educationand
ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals JOIN AADMM - AADMMAADMM CONFERENCEAADMMAADMM CERTIFICATIONAADMMFORUMSAADMM ORG
Join the American Association of Daily Money Managers. AADMM is the ONLY national organization for daily money managers and provides members with opportunities for national exposure, continuing education, and a forum for sharing best practices within a growing community of professionals committed to excellence.FIND A DMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
DAILY MONEY MANAGER BOOKSTORE AND RESOURCES American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANGER 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, andethics
A DAILY MONEY MANAGER PROVIDES PERSONAL FINANCIAL SERVICESDAILY MONEY MANAGER COMPANY NAMESDAILY MONEY MANAGER SALARY A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more. These professionals provide personal financial services to older adults, people with disabilities, busyprofessionals
STANDARDS OF PRACTICE AND CODE OF ETHICS FOR DAILY MONEYSEE MORE ON SECURE.AADMM.COMASSOCIATION OF DAILY MONEY MANAGERSDAILY MONEY MANAGERDAILY MONEY MANAGEMENT FOR SENIORSDAILY MONEY MANAGERS FOR SENIORSAMERICAN ASSOCIATION DAILY MONEY MANAGERSDAILY MONEY MANAGEMENT DAILY MONEY MANAGERS ASSOCIATION PERSONAL FINANCIAL MANAGEMENTABOUTDMMS AND YOUOUR BLOGSRESOURCESNEWS &EVENTSCERTIFICATION
Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education tomembers and the
MEMBER LOGIN
Member Only Content. Welcome Members! This section is just for you, to give you access to the latest and greatest from AADMM and share relevant news and changes in the field of Daily Money Management. From here you can explore member-only content, manage your profile and subscriptions, access invoices and payments, and sign up for educationand
ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals JOIN AADMM - AADMMAADMM CONFERENCEAADMMAADMM CERTIFICATIONAADMMFORUMSAADMM ORG
Join the American Association of Daily Money Managers. AADMM is the ONLY national organization for daily money managers and provides members with opportunities for national exposure, continuing education, and a forum for sharing best practices within a growing community of professionals committed to excellence.FIND A DMM - AADMM
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
DAILY MONEY MANAGER BOOKSTORE AND RESOURCES American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
CERTIFIED DAILY MONEY MANGER 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, andethics
A DAILY MONEY MANAGER PROVIDES PERSONAL FINANCIAL SERVICESDAILY MONEY MANAGER COMPANY NAMESDAILY MONEY MANAGER SALARY A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more. These professionals provide personal financial services to older adults, people with disabilities, busyprofessionals
STANDARDS OF PRACTICE AND CODE OF ETHICS FOR DAILY MONEYSEE MORE ON SECURE.AADMM.COMASSOCIATION OF DAILY MONEY MANAGERSDAILY MONEY MANAGERDAILY MONEY MANAGEMENT FOR SENIORSDAILY MONEY MANAGERS FOR SENIORSAMERICAN ASSOCIATION DAILY MONEY MANAGERSDAILY MONEY MANAGEMENT ABOUT THE AMERICAN ASSOCIATION OF DAILY MONEY The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals WEBINARS FINANCIAL CALENDAR BOOKSTORE RESOURCES FOR DAILY American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
HOW TO BECOME A CERTIFIED DAILY MONEY MANAGER A minimum of 1,500 hours of paid daily money management work experience in the last three (3) years (which equates to less than 10 hours per week). Or. A minimum of 1,250 hours of paid daily money management work experience in the last three (3) years, plus a maximum of 250 eligible pro-bono or volunteer hours in the last three years isrequired.
MEMBERSHIP - AADMM AADMM MEMBERSHIP BENEFITS American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
FINANCIAL TIP FOR JUNE 2021: REVIEW AND PLAN June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertimeactivities.
SENIOR SPOTLIGHT: PREVENTING ELDER ABUSE American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
PROFILE - AADMM MANAGE PROFILE American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
AADMM LIVE WEBINARS
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
LIVE AND RECORDED WEBINARS FOR DAILY MONEY MANAGER Registration is for one entrant. This webinar, and its included materials, is intended for the exclusive review and use of the registered attendee. Any other individuals who would like to join the live webinar or view the recording are required to complete their own registration forms. The registration fee is set per person, not perconnection.
DAILY MONEY MANAGERS WORK WITH OTHER PROFESSIONAL American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E.info@aadmm.com
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* CONTACT US
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* About AADMM
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* About
* About AADMM
* Meet the Board
* Meet the Staff
* History of AADMM
* Facts about AADMM
* Contact AADMM
* DMMs and You
* Who Needs a DMM?
* What is a Daily Money Manager? * Working with a DMM * Working with a DMM FAQs * Working with other professionals* Find a DMM
* Standards of Practice/Code of Ethics* File a Complaint
* Our Blogs
* Money Matters blog* DMM Notes
* Resources
* AADMM Resources
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* Financial Tip of the Month* Bookstore
* Partners and Affiliates* News & Events
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* News and Press Releases * Members in the News* AADMM in the News
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* Events Calendar
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* Event Photo Galleries * Manage Your Event Registrations* Certification
* How to Become a Certified Daily Money Manager * Continuing Education Unit Tracking System * Certification Process FAQs * CDMM Recertification * Recertification Content * Continuing Education Acceptable Courses and Programs* Membership
* Join AADMM
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We focus on your daily money matters so you can focus on life.ABOUT AADMM
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FOR INDIVIDUALS & FAMILIES Resources and information on how a DMM can help you.Learn More
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REFERRAL PARTNERS
How daily money managers work with other financial professionalsLearn More
SPECIAL ANNOUNCEMENT ON COVID-19 We would like to provide you with an update on how AADMM is addressing the evolving Coronavirus (COVID-19) situation. Our #1 priority is the well-being of our members, clients, staff, partners and community.Read more here!
FIND A DAILY MONEY MANAGER IN YOUR AREA DAILY MONEY MANAGERS (DMMS) REPRESENT INDIVIDUALS AND BUSINESSES IN THE FIELD OF DAILY MONEY MANAGEMENT. DAILY MONEY MANAGERS DELIVER ESSENTIAL PERSONAL FINANCIAL SERVICES TO SENIORS AND OLDER ADULTS, PEOPLE WITH DISABILITIES, BUSY PROFESSIONALS, HIGH NET WORTH INDIVIDUALS, SMALL BUSINESSES AND OTHERS. AADMM’S MISSION IS TO SUPPORT DAILY MONEY MANAGEMENT SERVICES IN AN ETHICAL MANNER, TO PROVIDE INFORMATION AND EDUCATION TO MEMBERS AND THE PUBLIC, AND TO DEVELOP A NETWORK OF DEDICATED PROFESSIONALS.Directory Search
WHAT IS A DAILY MONEY MANAGER?LEARN MORE
JOIN AND BECOME A MEMBERLEARN MORE
2021 AADMM Conference NOVEMBER 12-14, 2021LEARN MORE
EVENTS AND WEBINARS
CDMM RECORDED WEBINAR SERIES When SOMETHING GOES WRONG: HELPING YOUR CLIENTS AFTER AN IMPOSTER SCAM – 1 Credit hour to Standards of Practice, Types of Expenses HELPING CLIENTS EMBRACE CASH FLOW – 1 Credit hour to Payroll, Finance, Bookkeeping and Bill Paying THE NEW ETHICS OF BANKING – 1 Credit hour to Ethics DO I STILL NEED TO KEEP THAT RECEIPT FOR TAXES? – 1 Credit hour to Payroll, Finance, Bookkeeping and Bill PayingRegistration Info
NEW RECORDED WEBINAR THE ELEPHANT IN THE ROOM: UNDERSTANDING FINANCIAL STRESS The elephant in the room (or the Zoom, these days) is that debt and credit problems overwhelm people from all walks of life. Productivity, relationships, and health are all affected, at seemingly impossible levels. Whether it is identity theft (credit issue) to not wanting to admit that a debt exists at all, discussing these challenges with clients can be stressful.Registration Info
BUSINESS BASICS
LIVE ZOOM WEBINARS
August 6 – 7
The Business Basics Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession. These webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. Each event consists of two 1/2 day sessions.Registration Info
MONEY MATTERS BLOG
EXAMPLES OF HOW TO COPE IF YOU’RE FEELING FINANCIAL ANXIETY Financial Anxiety is an internal trigger from thoughts relating to money. It is a feeling of distress and can be described as worry. An example is when someone has thoughts of not having enough money to retire or worrying about being laid off.read more
WHEN YOUR PERSONAL LIFE NEEDS TO RUN LIKE A BUSINESS Many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business.read more
BUILDING A SUCCESSFUL RELATIONSHIP WITH YOUR DMM BEYOND BILL PAYING Daily money managers are much more than bill payers. Many daily money managers (DMMs) provide services that extend well beyond these basic functions to meet the needs of their clients.read more
American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E. info@aadmm.comSearch for:
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