BELLEFONTE, PA – Amy Carrick, PDMM, of Greer, S.C. is one of 74 daily money managers from across the United States who have earned the designation Professional Daily Money Manager by meeting eligibility requirements and passing an intensive examination. She is the only PDMM in South Carolina. The certification process was initiated in 2007 by the American Association of Daily Money Managers (AADMM) as part of its mission to assure high standards of practice and delivery of quality service by DMM professionals.
The AADMM leadership recognized Ms. Carrick of Carrick Consulting, LLC for her achievement with these words, “Your investment of money and time denotes your personal commitment to excellence and integrity in the provision of services to your daily money management clients.”
In her application to become a Professional Daily Money Manager, Ms. Carrick certified that she ascribes to the stringent AADMM Code of Ethics, had 1500 hours of experience in the field, and fulfilled the educational criteria of the eligibility requirements. Recently, she sat for a comprehensive exam that covers five areas of competency including bill paying, basic finance/bookkeeping, payroll and tax basics, types of expenses, and standards of practice.
Certification demonstrates in a tangible way the professionalism among daily money managers and supports 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, individuals validate their skill level and add to their credentials as a leader in the industry. Although AADMM is the certifying body, a daily money manager is not required to hold membership to participate in the certification process.
AADMM is a membership organization comprised of individuals who provide daily money management services directly to their own clients. AADMM is committed to supporting the daily money management industry in an ethical manner by providing information and education to members and the public, and by developing a network of dedicated professionals. For more information about AADMM, visit www.aadmm.com.