Comprehensive Guide to Earning Your Certified Defense Financial Manager (CDFM) Certification

Introduction to the Society of Defense Financial Management (SDFM)

The Society of Defense Financial Management (SDFM), formerly the American Society of Military Comptrollers (ASMC), is a pivotal non-profit organization dedicated to enhancing the financial management profession within the Department of Defense (DoD) and the U.S. Coast Guard. SDFM’s mission is to foster professional growth through education, training, and certification, and to drive financial innovation and integrity in defense financial management. The organization is committed to the highest standards of ethics and professionalism, making it a key resource for military and civilian financial management professionals.

SDFM’s Certified Defense Financial Manager (CDFM) Program

The CDFM certification is a prestigious credential that demonstrates proficiency in the core areas of defense financial management. This certification is recognized by the Office of the Under Secretary of Defense (Comptroller) (OUSD(C)) and is endorsed by the DoD Financial Management Certification Program (DFMCP) for levels 2 and 3.

Key Aspects of the CDFM Certification:

• Certification Levels: CDFM and CDFM-A (Acquisition Specialty)
• Exams Required: Three core modules and an optional Module 4 for acquisition specialization
• Recertification: Every two years

CDFM Exam Modules:

1. Module 1: Resource Management Environment
2. Module 2: Budget and Cost Analysis
3. Module 3: Accounting and Finance

Passing all three modules qualifies you for the CDFM designation. To earn the CDFM-A, you must also pass Module 4, which covers defense acquisition competencies.

Steps to Certification:

1. Register and apply for the CDFM program via the SDFM website: CDFM Certification
2. Review the detailed CDFM Candidate Handbook for requirements and exam preparation: CDFM Handbook
3. Schedule and take your exams through Pearson VUE, with options for remote (OnVUE) or in-person testing.

Detailed Exam Scheduling and Testing Procedures

Scheduling Your CDFM Exam:

1. Enrollment and Purchase: First, enroll in the CDFM program and purchase your exam through the SDFM website.
2. Receive Pearson VUE ID: After purchase, you will receive an email within 24-48 hours containing your Pearson VUE candidate ID and scheduling instructions.
3. Scheduling: Exams can be scheduled up to one business day in advance. For test centers located on military bases, ensure you have the necessary permissions.

Remote Testing with OnVUE:

1. Pre-Exam Requirements:
   • System Check: Complete a system test on the same computer and location as your exam to ensure compatibility.
   • Firewall Issues: Avoid testing from corporate or institutional networks as they may interfere with the exam process.
2. Exam Day Procedures:
   • Login and Check-in: Log in 30 minutes before your scheduled time for check-in. Ensure your government-issued ID matches the name on your registration.
   • Personal Belongings: Ensure a clean, clutter-free workspace as personal items and reference materials are not permitted.

Facial Comparison Policy: Pearson VUE may use facial recognition technology to verify your identity during the exam.

Rescheduling and Cancellation Policies:

• Rescheduling: Can be done via your Pearson VUE account or by phone up to the scheduled appointment time. Rescheduling less than 24 hours before your appointment results in a fee.
• Cancellation: Must be done at least 24 hours in advance to avoid forfeiture of the exam fee.

Handling No Shows and Emergencies: Failure to attend without prior cancellation results in forfeited fees. In emergencies, provide documentation to the SDFM Certification Department within 30 days.

Testing at Pearson VUE Test Centers

Admission Policy:

• Arrival Time: Arrive 30 minutes early for check-in.
• Identification: Present both Primary and Secondary IDs that match your exam registration.

Personal Belongings: No personal items are allowed in the testing room; secure storage is provided.

Reporting Issues: Any unusual circumstances should be reported immediately to the proctor.

Rescheduling and Cancellation: Follow the same policies as for remote testing. Reschedule at least four business days in advance to avoid fees.

Retake Policy and ADA Accommodations

Retake Policy:

• Waiting Period: 14 days for the first retake, 28 days for additional attempts on the same module. Additional fees apply.

ADA Accommodations:

• Request: Submit a written request at least 5 weeks in advance, including documentation of your disability.

Addressing Tester Misconduct

SDFM maintains stringent policies against misconduct, including cheating or unauthorized assistance. Consequences may include cancellation of scores, revocation of certification, and reporting to third parties.

Conclusion

Achieving CDFM certification through SDFM is a significant career milestone for financial management professionals in defense. By understanding the requirements and procedures, preparing thoroughly, and adhering to policies, candidates can successfully navigate the certification process and enhance their professional credentials.