About the Certified Medical Planner™ Program

Certified Medical Planner

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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, RIAs and other 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 students can actively participate in a mock “working financial advisory group” or “medical managerial team”.

And, our 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]

www.CertifiedMedicalPlanner.org

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6 Responses

  1. Is the CMP™ Designation for Your RIA, BD, Wealth Management Firm and Advisors?

    We’re interested in individual and companies that understand the benefits of a niche motivated workforce, and that education is the outcome, not the strategy for success. Is that you – your company?

    Engage us to develop a feasibility study for your company in order to bring our Certified Medical Planner™ professional designation program onsite; at you facility or location if choice.

    We’ll asses your needs and work directly with you, or your FAs, CPAs, CFPs® or wealth management consultants, to analyze your firm and deliver our assessment in a report designed to inspire.

    Ann Miller RN MHA
    http://www.CertifiedMedicalPlanner.org

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  2. Advisory Services to Medical and Financial Services Boards and Physician Investors

    Dr. David E. Marcinko’s experience with both for-profit and with not-for-profit organizations positions him well to provide significant value to boards of directors. Boards appreciate his broad industry experience and his knowledge of the competitive environment, and his ability to share that knowledge in clear and lucid terms to guide them in discharging their governance duties.

    DEM conducts board retreats and provides advice and counsel to boards focusing on specific issues as part of their governance duties, such as evaluation of strategic options and company performance.

    DEM also provides advisory services to investment and venture capital firms seeking to invest in health care assets. With DEM, investment and venture capital firms are better able to understand current and future performance issues for companies in which they currently have investments or in those they are considering for investment.

    The ME-P and iMBA Inc is a consulting firm cohort advising financial services and health care companies and executives on strategy, operations, and effective decision making to achieve greater success. Principal David Edward Marcinko has more than 30 years’ experience in health care as a practicing doctor, senior executive in health insurance, financial advisory firms and managed care organizations, and a consultant at national levels. He brings to each of his clients unparalleled knowledge of the economics and dynamics of the health care system, deep financial RIA and BD operational experience, and a thorough grasp on current and future trends in these integrated industries.

    Working with DEM, financial services and health care executives are in a stronger position to make decisions that optimize company and organizational performance.

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

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  3. Professional Education and Training

    In addition to his hand and textbooks, dictionaries and journal, and onsite and online university teaching, Dr. Dave Marcinko and our diverse team created a new online training and educational course for financial advisors, wealth managers, accountants and financial service professionals focused on health insurance and economics, physician focused financial planning and managed care.

    The premise of these courses, which are separate from his highly popular books, is that the more you know about how this industry actually works, the better you will perform in your own work as a medical consultant or financial advisor to the healthcare industry.

    Successful completion confirms the Certified Medical Planner™ professional designation.

    Hope Rachel Hetico RN MHA CMP
    http://www.CertifiedMedicalPlanner.org

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  4. Top Industry Players Urge Regulators to Enact Fiduciary Standard Soon

    Amid the summer doldrums, twelve industry big wigs have signed a letter calling for Congress, the SEC, and the DOL to extend the fiduciary standard to those who give investment advice.

    http://wealthmanagement.com/legal/top-industry-players-urge-regulators-enact-fiduciary-standard-soon?NL=WM-07&Issue=WM-07_20120822_WM-07_700&YM_RID=marcinkoadvisors%40msn.com&YM_MID=1333809

    But, will their efforts pay off?

    Hope Rachel Hetico RN MHA
    http://www.CertifiedMedicalPlanner.org

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  5. To be like a doctor

    Remember, these words dear financial service professionals:

    “The education of the doctor which goes on after he has his degree is, after all, the most important part of his education.”

    John Shaw Billings, MD
    [U.S. Surgeon & Librarian]

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  6. Hello – Physician Focused Financial Professions

    The world of adult learning is in a state of flux as iMBA Inc realized that students are being taught, but are not actually learning. As innovators in education, we are experimenting and finding gratifying success with a “flipped classroom”.

    Essentially, the part of educating that deals with passive transmission of information is being moved out of the classroom and into asynchronous computerized transmission classes that learners can participate anywhere and anytime.

    And, homework is being moved to a more interactive classroom under the guidance of iMBA facilitative teachers. In this model, teachers cease to act as passive deliverers of content, and function instead as facilitators of learning.

    Moreover, instead of all learners imbibing the same content at a fixed teacher-driven pace, they learn the materials they need, at their own pace, based on their individual skill levels and time constraints.

    Eugene Schmuckler PhD, MBA, CTS
    [Academic Dean]
    http://www.CertifiedMedicalPlanner.org

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