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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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What look at various decides if a monetary skilled is an worker or impartial contractor? | Resources

assembly invoice 5, passed in 2019 and constructive in 2020, codified the ABC verify in a statute. The invoice broadened the Dynamex ruling by using extending its attain beyond wage orders and by empowering prosecutors to implement the guideline, but additionally narrowed it through growing exceptions to the ABC look at various. The legislature then enacted meeting expenses a hundred and seventy and 2257, which introduced exceptions to the ABC verify.

area 2775 of California’s Labor Code given that the ABC verify in Dynamex would govern the Code. part 2783, which recognized exceptions to applying the ABC look at various, given that the “common law handle check” within the case of S. G. Borello & Sons, Inc. v. Dept. of business family members (1989) 48 Cal.3d 341, 349–360 would govern certain occupations.

One exempted occupation involving securities broker-buyers or investment advisers or their agents and representatives registered with the Securities and trade commission (SEC) or the economic industry Regulatory Authority (FINRA). part 2785 made this exemption retroactive.

LPL financial LLC, the defendant during this case, became a broker-broker and investment adviser registered with the SEC and the FINRA. The plaintiff and and different allegedly aggrieved “fiscal authorities” affiliated with LPL fell in the exemption as a result of they have been securities broking service-purchasers or funding advisers or their agents and representatives registered with the SEC or the FINRA.

The plaintiff sued LPL under the deepest Attorneys typical Act of 2004 (PAGA). The trial courtroom discovered that the exemption for securities broker-purchasers and investment advisors and its retroactive software did not breach the charter.


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