Lesson series

Discover the Hidden Loopholes in DODD Personal Funds Rules

The DODD Personal Funds Training provides a comprehensive overview of the procedures and documentation required to manage individuals' personal funds in compliance with DODD regulations. The training ensures that individuals have access to their funds as stipulated in their service plan and in accordance with the rules. This training ensures that providers can demonstrate compliance through proper documentation and financial management practices...

What's included?

  • 6 Modules
  • 1 Certification
  • 1 Self Assessment
  • 6 Videos
  • 1 Guide & Checklist

Unique Learning Paths

Learn to manage client funds with utmost security and compliance.

Discuss with others

Participate in our online forum, share thoughts and ideas, increase connection, get help with your studies.
Patrick Jones - Course author

Dr. Lyman Montgomery

Co-Founder and Chief Instructor
Dr. Lyman Montgomery, co-founder of FDCI, brings a wealth of experience in compliance, employee relations, and professional development. With over a decade of dedicated service at Indiana University and a robust background in HR management, Dr. Montgomery is a renowned expert in training development, facilitation, and DODD compliance advising. His commitment to excellence is reflected in his role as a senior partner at Focused Driven Compliance Advisors, LLC, where he has consistently driven transformative change and development.
Created with