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FOR IMMEDIATE RELEASE: July 26, 2008
Daily Money Management Business Basics Workshop offered in
Providence, R.I.
July 26, 2008, workshop sessions to provide invaluable career
information.
PROVIDENCE, R.I. -- The American Association of Daily Money Managers
(AADMM) will sponsor a “Daily Money Management Business Basics”
workshop on Saturday, July 26 at the Sheraton Providence Airport
Hotel, from 9:00 a.m. to 4:00 p.m. The workshop is designed both for
those who are considering Daily Money Management as a career and for
those who are new to the profession.
Led by industry veterans Patricia A. Norris, Esq.,
CFP, PDMM and Susan M. Rogan, the workshop details what is needed to
perform the duties of a Daily Money Manager on a day-to-day basis.
Attendees will learn what DMMs do and will identify the traits and
skills needed to be effective in the profession. It will also help
attendees understand steps needed to establish or build a client
base and understand the steps needed to jump-start the business. The
interactive workshop will include a discussion of the specifics of
operating your own business, including fees, pricing and billing
practices.
The workshop is being offered at a rate of $240 for
AADMM members and $275 for non-members. The fee includes the course,
a complete training manual, a networking lunch and refreshment
breaks. Non-members who join AADMM within a month of the workshop
will receive a $25 discount on the membership fee.
More detailed information on the program and
registration material can be found at AADMM’s Web site,
www.aadmm.com. Registrations will
be accepted on a first-come, first-served basis. Attendance is
limited to the first 50 paid registrants.
In addition, AADMM will offer a Certification Exam
for Daily Money Managers. Details about the certification process
and a copy of the application are available on the AADMM Web site,
www.aadmm.com. Individuals
seeking to be certified must ascribe to the stringent AADMM Code of
Ethics, have 1,500 hours of experience in the field, and fulfill
educational criteria to meet eligibility requirements. The test
addresses five areas of competency that include 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 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, individuals validate their skill level and add to
their credentials as a leader in the industry.
A Daily Money Management Business Basics Workshop
will also be held on Friday, Nov. 7, 2008 in Orlando, Fla. The
Certification Exam will be also given that same day.
For more information about AADMM, visit
www.aadmm.com.
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MEDIA CONTACT: Georgene Thompson, 717-243-1349/
georgenethompson@comcast.net
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