CMP Program™

5 Responses

1. Tom Muldowney MSFS CFP® CMP® AIF® ChFC CLU, on November 5, 2011 at 1:08 PM said:

   “You will be more able to talk-the-talk of the physicians if you have completed the CMP™ curriculum”

   I was in favor of and still support the Certified Medical Planer™ curriculum … but just like any other academic curriculum, it is an “accretive academic” program rather than an instant “change of life” program. I use the material that I learned on a regular basis, but I cannot say that I use it every day.

   Our firm Savant Capital recently hired a physician, Dr. Brian Knabe, MD as an advisor. He is leaving the medical field, transitioning out, and entering the field of the financial advisors. I have encouraged him and he has enrolled in this curriculum.

   You will be more able to talk the talk of the physicians if you have completed the CMP™ curriculum. I would do it again!

   Let me know if you wish to discuss this.

   Thomas A. Muldowney MSFS CFP® ChFC CLU CRC CMP® AIF®
   Savant Capital Management, Inc®
   TMuldowney@savantcapital.com

   190 Buckley Drive
   Rockford, IL 61107
   Tel 815-227-0300
   Fax 815-226-2195
2. David K. Luke MIM, on January 26, 2012 at 6:02 PM said:

   To: Ann Miller RN MHA
   [Executive-Director]
   http://www.CertifiedMedicalPlanner.com

   I would be happy to discuss the CMP® program with anyone interested. CMP® is a great program and worth every penny. It is just what I needed to focus my practice on physicians and has given me the confidence to be a better advisor for docs.

   I just want to complete the program before you guys realize you are not charging enough! Please have him/her or them, call me.

   David K. Luke, MIM
   [Financial Advisor - Fee Only]
   Net Worth Advisory Group
   9980 South 300 West Suite 110
   Sandy, Utah 84070
   Ph: (801) 937-9103 Toll Free: (877) 366-5853
   Fax: (801) 566-6688
   Web: http://www.networthadvice.com
3. Ann Miller RN MHA, on January 29, 2012 at 1:11 AM said:

   On CMP™ Program Rigor

   “I will rank the designations I have earned or have made progress in earning”:

   1. CFA (really tough unless you work in securities valuation every day)

   2. CPA (this was a very tough exam and required a lengthy process of learning. However, I think that much of the CPA exam, when I took it, was rote-without a full understanding of the content)

   3. CFP® (this is a little more difficult than the CMP™ mainly because of the time constraints and structure of the exam. It is a little less difficult than the CPA because it incorporates some of the knowledge that CPA’s typically already possess)

   4. CMP™ – Certified Medical Planner™

   5. CLU (these exams were not very difficult but mainly required time and some limited reading)

   6. Securities Licensure (Series 7)

   7. Insurance Licensure.

   J. Wayne Firebaugh CPA CFP® CMP™
   Wayne Firebaugh, Inc.
   111 W. Campbell Ave., SW Ste. 1B
   Roanoke, VA 24011
   540.366.5800
   http://www.waynefirebaugh.com
4. Ann Miller RN MHA, on February 8, 2012 at 1:42 PM said:

   Earn your Mark of Financial Planning Excellence in the Physician and Medical Professional Space

   Be a part of the financial planning elite with the mark of expertise — CMP™

   The Certified Medical Planner™designation is a professional certification program for financial advisors, accountants, financial planners, RIAs and their reps, and medical management consultants.

   Individuals who meet eligibility criteria and successfully complete the “live” CMP™ online program 12 month course of study, are designated a Certified Medical Planner™ professional from iMBA Inc.

   And today, there’s never been a better time to distinguish your-self with the most sought after credential in the financial planning, management and advisory space for doctors and all medical professionals!

   Ann Miller RN MHA
   http://www.CertifiedMedicalPlanner.com
   [Executive-Director]
5. Hope R. Hetico RN MHA CMP™, on February 13, 2012 at 11:09 AM said:

   How do Financial Advisors [FAs] obtain and keep physician clients?

   A: Keep them happy and provide them with valuable healthcare specific financial advisory niche services.

   How do you attract new physician clients? Make it easy for your existing medical professional clients to share their experiences with their friends.

   Client Satisfaction is critical – not only in keeping your existing clients but also in growing your target client volume.

   With the advent of new our Certified Medical Planner™ online programs, and professional ME-P social network, we now have a new educational designation, with related tools, that can be used to keep doctor clients happy and to continually provide them with your valuable advisory services.

   Please check out our website and related resources on integrating your financial advisory practice to the healthcare space, and how we can be used to increase and maintain a high degree of physician client patient satisfaction.

   If you have questions, or simply want more information on the CMP™ curriculum, please do not hesitate to contact us.

   Prof. Hope Rachel Hetico RN MHA CMP™
   [Managing Editor]
   http://www.CertifiedMedicalPlanner.com

Leave a Reply Cancel reply

Enter your comment here...

Please log in using one of these methods to post your comment:

Email (required) (Address never made public)

Name (required)

Website

You are commenting using your WordPress.com account. ( Log Out / Change )

You are commenting using your Twitter account. ( Log Out / Change )

You are commenting using your Facebook account. ( Log Out / Change )

Cancel

Connecting to %s

Notify me of follow-up comments via email.

Notify me of new posts via email.