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Financial CCM : Certified Case Manager (CCM) Exam Dumps

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Latest 2023 Updated Financial Certified Case Manager (CCM) Syllabus
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Exam Number : CCM
Exam Name : Certified Case Manager (CCM)
Vendor Name : Financial
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CCM Exam Format | CCM Course Contents | CCM Course Outline | CCM Exam Syllabus | CCM Exam Objectives

Test Detail:
The Certified Case Manager (CCM) exam is designed for professionals working in the field of case management within the financial industry. This certification validates the individual's knowledge and expertise in managing financial cases, including assessing client needs, developing case plans, and coordinating services to meet client goals.

Course Outline:
The course for the Certified Case Manager (CCM) certification covers a range of topics related to financial case management. The following is a general outline of the key areas covered:

1. Introduction to Financial Case Management:
- Overview of the role and responsibilities of a financial case manager.
- Understanding the importance of case management in the financial industry.
- Ethical considerations in financial case management.

2. Financial Assessment and Planning:
- Conducting comprehensive financial exams.
- Identifying client needs and goals.
- Developing individualized financial plans.

3. Financial Resource Coordination:
- Identifying and accessing available financial resources.
- Coordinating financial services and programs.
- Advocating for clients' financial needs.

4. Financial Counseling and Education:
- Providing financial counseling and guidance.
- Educating clients on financial literacy and money management.
- Assisting clients in making informed financial decisions.

5. Case Documentation and Evaluation:
- Maintaining accurate and complete case records.
- Monitoring client progress and outcomes.
- Evaluating the effectiveness of financial case management interventions.

Exam Objectives:
The CCM exam assesses the candidate's proficiency in the following areas:

1. Financial Case Management Principles:
- Understanding the role and responsibilities of a financial case manager.
- Knowledge of ethical considerations in financial case management.

2. Financial Assessment and Planning:
- Ability to conduct comprehensive financial exams.
- Knowledge of developing individualized financial plans.

3. Financial Resource Coordination:
- Knowledge of available financial resources.
- Ability to coordinate financial services and programs.

4. Financial Counseling and Education:
- Proficiency in providing financial counseling and guidance.
- Knowledge of financial literacy and money management education.

5. Case Documentation and Evaluation:
- Ability to maintain accurate case records.
- Understanding of monitoring client progress and evaluating outcomes.

Exam Syllabus:
The CCM exam syllabus provides a detailed breakdown of the topics covered in the exam. It may include specific knowledge areas, skills, and tasks that candidates are expected to demonstrate proficiency in. The syllabus may cover the following areas:

- Financial case management principles and practices
- Financial exam and planning techniques
- Financial resource coordination strategies
- Financial counseling and education approaches
- Case documentation and evaluation methods

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Best CFP Exam Prep Courses of 2023

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A Certified Financial Planner (CFP) is a professional designation for the financial planning profession. Financial planners can earn the CFP designation after completing the CFP Board's education, exam, experience, and ethics requirements.

One of the more challenging steps in the process, the CFP exam, is a pass-or-fail test. You may register for the CFP exam after meeting the CFP Board's education requirements. Once you pass the exam, you will be one step closer to becoming a CFP professional, one of the most elite financial planning designations.

To create our list of the best CFP exam prep courses, we compared each program's features, including reputation, cost, guarantees, course materials, in-person classes, special features, and more. These are the best CFP exam prep courses for aspiring CFP professionals.

What Is a Certified Financial Planner?

No result found, try new keyword!A CFP is a financial professional who has met the training and experience requirements of the CFP Board, passed the CFP certification exam and committed to the CFP Board's ethical standards ...

CFMP Exam Application

Testing Update: ABA and Meazure Learning are offering candidates the option of testing via live remote proctoring (LRP). This allows candidates to take the exam at their home or other location with a live, remote proctor.

Important Note: With the Meazure Learning acquisition, candidates may see communications from Meazure Learning and ProctorU during this transition period. However, this is one organization.

How to Apply
  • Check the eligibility requirements to determine that you qualify.
  • Review the available exam dates below.
  • Purchase the exam. Payment must be made by credit card. (You will be prompted to create an Certifications Manager account.)
  • Complete and submit the exam application following the purchase.
  • If you do not complete the application by the due date, your registration will be cancelled and any applicable refunds provided. After submitting your application, you will receive an Approval/Denial email from ABA within two weeks after receiving your application, along with additional details about taking the exam. If your application is denied, you will receive a refund of your exam fee minus a $100 application fee.

    Exam Dates

    Exam Date Application Due Date November 1 - 30, 2023 September 8, 2023 June 1 - 30, 2024 April 12, 2024 August 1 - 31, 2024 June 12, 2024 November 1 - 30, 2024 September 6, 2024

    For full details on taking the exam and scoring, please read the Certification Exam FAQs.

    Test Sites - Candidates select a date and time within the identified date range, subject to testing center availability. Find Test Site locations.

    Exam Cancellation or Rescheduling

    Should you need to cancel or reschedule your exam after application, please review the procedures and fee schedule on the Exam Cancellation/Rescheduling page.

    All change and cancellation requests must be made in writing to ABA.

    Exam Retakes
  • There must be a minimum of 3 months between the start date of your most recent window and the start date of your retake window before you are permitted to sit for the exam again. The 3 months waiting time is based on the start dates of the exam windows and not the actual dates of your attempts.(Example: The exam is taken during a window that starts on February 1. The earliest retake permitted is during a window that starts on or after May 1.)
  • You must pass the exam within a 3-year period from the date of your first exam attempt or a new application and full fee is required.
  • There is no limit to the number of times you can take the exam.
  • Please apply to retake the exam by logging in to the Certification Manager. You must log in using the same user id and password that you used to register for your previous exam attempt(s).
  • Upon login, the retake options and pricing will display if you have previously taken this exam. After completing your purchase, please complete the retake application and submit by the application due date for the desired exam date.


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