CDFM candidates should carefully review the CDFM Candidate Handbook to ensure they understand this entire 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.
Download 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 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 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.