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CDFM Candidate Handbook

CDFM candidates should read and understand the entire CDFM Candidate Handbook—including all policies, procedures, and examination rules—prior to pursuing certification. It is the candidates’ responsibility to ensure they are fully informed about the current requirements and policies.

Get your free copy of the CDFM Candidate Handbook here.

STEP 1: Check Eligibility

Before beginning the certification process, it is important to ensure that you are eligible to earn the CDFM. See the eligibility requirements here.

STEP 2: Prepare for Examination

ASMC provides suggestions for how to prepare for the exams here.

STEP 3: Enroll in CDFM Program

When you are ready to start the testing process, the next step is to enroll in the CDFM Program and become a CDFM candidate. Learn more about enrollment here.

STEP 4: Pay for Exams 

See the exam options here.

STEP 5: Schedule Exams

ASMC provides information on how to schedule a CDFM exam here.

STEP 6: Take Exams

ASMC provides information on taking CDFM exams here.

STEP 7: Submit Experience Form

You must submit a qualifying Verification of Financial Management Experience (VFME) form to the Certification Department in order to earn the CDFM. View the experience requirements and download the VFME form here.


View information on what to expect after achieving CDFM certification here.