www.CertifiedMedicalPlanner.org
Now accepting applications!
”Live” On-Line Matriculation Leading to a
Chartered Professional Designation
Become a Certified Medical Planner™
OR
Just Succeed Like One
INSTITUTE OF MEDICAL BUSINESS ADVISORS, INC.
Suite #5901 Wilbanks Drive
Norcross, Georgia, 30092-1141 USA
Phone: 770.448.0769
ADMINISTRATORS: http://www.springerpub.com/Search/marcinko
PHYSICIANS: www.MedicalBusinessAdvisors.com
PRACTICES: www.BusinessofMedicalPractice.com
ADVISORS: www.CertifiedMedicalPlanner.org
BLOG: www.MedicalExecutivePost.com
“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
To: Ann Miller RN MHA
[Executive-Director]
http://www.CertifiedMedicalPlanner.org
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
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
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.org
[Executive-Director]
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.org
More on our CMP™ Program
The iMBA Inc., live-asynchronous CERTIFIED MEDICAL PLANNER™ program combines years of health economics, legal, financial and business management leadership, with decades of medical provider experience. The yield from this iMBA team approach is superior knowledge and better outcomes for most any Financial Advisor-Physician Client, engagement.
Our background is equally pertinent to Financial Advisors and Management Consultants, as it is to physicians and healthcare organizations that consider personal and corporate financial strategies from a long-term perspective.
Uniquely accountable and informed, we believe our disciplined certification process enhances value for CMP™ mark stake-holders; the vital few and not the trivial many. So, please call or visit us today for more information:
Dr. Gene Schmuckler MBA
http://www.CertifiedMedicalPlanner.org
[Academic Dean of Admissions and Students]
Our Other Print Books and Related Information Sources:
Health Dictionary Series: http://www.springerpub.com/Search/marcinko
Practice Management: http://www.springerpub.com/product/9780826105752
Physician Financial Planning: http://www.jbpub.com/catalog/0763745790
Medical Risk Management: http://www.jbpub.com/catalog/9780763733421
Healthcare Organizations: http://www.HealthcareFinancials.com
Physician Advisors: http://www.CertifiedMedicalPlanner.org
The Virtual Certified Medical Planner™ Program from iMBA, Inc
Our flagship 500 hour Certified Medical Planner™ professional designation program is designed for fiduciary focused FAs, CFPs® CPAs [financial services professionals] and/or doctors, nurses, health entity CXOs, managers and administrators [medical management consultants] and those in career transition looking to enhance their theoretical knowledge and practical experience in the integrated and expanding fields of medical practice management and personal financial planning.
In all our courses, we cover the full spectrum for any given topic. Best of all, we utilize real-life case studies from the marketplace, either as a financial advisor or medical management consultant, so that the student can actively a part in a mock “working financial advisory group” or “medical managerial team”.
And, our unique CMP™ teaching methodology uses “live” dedicated instructors to help the students understand how to fully integrate quantitative and qualitative analysis when advising clients.
We offer 24/7/365 classes designed to help students, and working professionals; with a heavy workload or travel schedule. In addition, our courses can be taken without ever having to leave your desk, home, office, practice, or even your hotel room.
Our training program is internet based so most of our students take the course virtually. Nevertheless, while our service delivery model is virtual – the educational benefits and notoriety you receive are REAL!
More info:
Eugene Schmuckler PhD MBA MEd
[Admissions Director]
http://www.CertifiedMedicalPlanner.org
New Corporate Training Program for Certified Medical Planners™
This new onsite CMP™ certification program is specifically designed for a larger group of individuals that are generally being sponsored by their employer, or a group of professonals that join together from a particular RIA, etc.
More info:
Eugene Schmuckler PhD MBA
[Admissions Director]
http://www.CertifiedMedicalPlanner.org
Call In … The [CMP™] Specialists?
According to Jerry Gleeson, some financial advisor teams are finding fresh opportunities catering to markets that are generally overlooked by the broader industry.
http://registeredrep.com/advisorland/finance_call_specialists/?NL=09-RGRa&Issue=09-RGRa_20120406_09-RGRa_456&YM_RID=marcinkoadvisors%40msn.com&YM_MID=1303525
But, is socially responsible investing a fad? Or, is re-education in a true niche specialty more credible.
Ann Miller RN MHA
http://www.CertifiedMedicalPlanner.org
Certified Medical Planner™
Educated and Certified Professional Niches are Beautiful
As markets change and transparency increases, the financial advisory industry demands new services and FAs and advisor teams that have the right education and skills can position themselves as the next go-to practice.
“There’s this push for real, and not just perceived, specialization in different areas of practice,” says Rachel Pentin-Maki RN MS who has seen prospecting for doctors-clients intensify in recent years.
Largely, to no avail, until now.
Prof. Hope Rachel Hetico RN MHA CMP™
[Managing Editor]
http://www.CertifiedMedicalPlanner.org
CMP™ Program
Great concept!
Norman Sohn MD MBA
Beacon Wealth Management
How do I become a CMP?
Thank you
David A. Gordon MD
###
Visit: http://www.CertifiedMedicalPlanner.org
770.448.0769
Fraternally
Gene Schmuckler PhD MBA CTS
[Admissions Director]
Become a financial planning specialist
Just like a doctor – Are you looking to specialize in the physician marketplace for all medical and healthcare professionals?
Our certification offers you the same research-based education as a graduate degree program but with a very specific focus. Explore real-world problems and solutions that you encounter in your day to day practice and develop a knowledge base that helps you and your clients attain a new level of success.
Best of all, your coursework is full applicably toward our Certified Medcial Planner™ program, as well.
Profesor Hope Rachel Hetico RN MHA CMP™
http://www.CertifiedMedicalPlanner.org
Didactic Philosophy
The unique CMP™ teaching methodology uses “live” dedicated instructors to help [adult-learners] students understand how to fully integrate quantitative and qualitative analysis when advising clients.
We offer 24/7/365 classes designed for working professionals with a heavy workload or travel schedule.
In addition, our courses can be taken without ever having to leave your desk, home, office, practice, or even your hotel room. Our training program is internet based so most of our students take the course virtually.
Nevertheless, while our service delivery model is virtual – the educational benefits and notoriety you receive are REAL!
More info:
Ann Miller RN MHA
[Executive-Director]
http://www.CertifiedMedicalPlanner.org