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Introducing
CERTIFIED
MEDICAL PLANNER
Now accepting matriculation applications from Financial Advisors, MBAs, CPAs and all RIAs!
Live Online Matriculation Leading to a
Chartered Professional-Designation
Attract, retain and better serve physicians and other medical professional clients.
Become a Certified Medical Planner™ –OR- just succeed like one!
www.CertifiedMedicalPlanner.com
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Filed under: "Advisors Only", Career Development, CMP Program | Tagged: certified medical planner, CMP, www.certifiedmedicalplanner.com |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
My Opinion
“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”
Wayne Firebaugh … via Ann Miller RN MHA
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Ann, Hope and Rachel;
I really appreciate the CMP program, the incredible website you maintain and the work you all do. I can tell you are all very good at what you do and I am a grateful benefactor! I appreciate your patience, as well.
I hope we can meet someday. I’ve got to get out to North Atlanta sometime and say “Hi, y’all” (with my West Texas twang).
Regards,
Dave … via Ann MIller RN MHA
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More Clients Seeking Healthcare Advice from Family Offices
Wealthy families are increasingly turning to their family offices for help with their healthcare needs, according to a new study.
http://www.fa-mag.com/pw-mag/pw-news/9681-clients-lean-on-sfos-for-healthcare-services-study-says.html
And to me, this seems a cogent argument for the Certified Medical Planner™ program for fiduciary and physician focused FAs!
Hope R. Hetico RN MHA
[Executive-Director]
http://www.CertifiedMedicalPlanner.com
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CFP Board Relaxes Its Position On Financial Planner Bankruptcies … Sort Of
An opinion-essay by colleague Mike Kitces, CFP.
As the difficult economic environment continues, bankruptcy filings in the United States continue to occur at an elevated rate. And it appears that financial planners are having their share of bankruptcies as well … requiring the CFP Board via their disciplinary process to adjudicate whether a CFP certificant should receive a public letter of admonition, or has his/her marks suspended or revoked.
With a rising number of financial planner bankruptcies putting pressure on their disciplinary resources, the CFP Board has proposed a change to how it treats such bankruptcy situations. The upshot: a bankruptcy by a financial planner will no longer bar him/her from getting or keeping the CFP marks. However, going forward, any bankruptcy by a financial planner will be publicly disclosed for the following 10 years on the CFP Board’s website.
http://www.kitces.com/blog/archives/240-CFP-Board-Relaxes-Its-Position-On-Financial-Planner-Bankruptcies…-Sort-Of.html
Can you believe the CFP Board … do as I say, not as I do!
Dr. David Edward Marcinko MBA CMP™
Founder and CEO
http://www.CertifiedMedicalPlanner.com
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