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Post-CFP® Subject Matter Expertise
By Ann Miller RN MHA [iMBA Inc., Executive Director]
Mike Kitces MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC an uber-financial services blogger over at www.Kitces.com had this to say about us in a recent essay: Finding Your Niche Or Specialization With Post-CFP Designations
The News Essay
CMP (Certified Medical Planner) – The CMP™ designation was created by Dr. David Edward Marcinko MBA CMP™ [reformed CFP®] and the team at the Institute of Medical Business Advisors, Inc., (who also produced the “Financial Planning Handbook for Physicians and Advisors“). It is intended for advisors who aim specifically to serve physicians and the medical community. Content focuses not only on the insurance and investment issues relevant to physicians, but also provides an understanding of the business of medical practices themselves so advisors can help work with their physician clients to have more successful businesses as well.
CMP™ Practitioner Testimonials
I am happy to give my unbiased, unpaid opinion on the CMP™ program to anyone considering the course.
David K. Luke MS-PFP, MIM, CMP™ [Net Worth Advisory Group]
9980 South 300 West, Suite 110 Sandy, Utah 84070
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CMP™ Practitioner Testimonials
I am in favor and support the CMP™ program and 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. You will be more able to “talk-the- talk” of the physicians if you have completed the CMP™ curriculum. I would do it again!
Savant recently hired a physician, Dr. Brian Knabe MD as an advisor. He is leaving the medical field, transitioning out, and entering the field of financial services. He has enrolled in this curriculum. Let me know if you wish to discuss.
Thomas A. Muldowney MSFS CFP® ChFC CLU CRC CMP® AIF®
[Savant Capital Management, Inc®]
190 Buckley Drive – Rockford, IL 61107 Tel 815-227-0300 – Fax 815-226-2195
Assessment:
Link: What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
Visit: www.CertifiedMedicalPlanner.org
Visit: Enter the CMPs
Conclusion
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Link: http://feeds.feedburner.com/HealthcareFinancialsthePostForcxos
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com
OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
- DICTIONARIES: http://www.springerpub.com/Search/marcinko
- PHYSICIANS: www.MedicalBusinessAdvisors.com
- PRACTICES: www.BusinessofMedicalPractice.com
- HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
- CLINICS: http://www.crcpress.com/product/isbn/9781439879900
- ADVISORS: www.CertifiedMedicalPlanner.org
- BLOG: www.MedicalExecutivePost.com
- FINANCE: Financial Planning for Physicians and Advisors
- INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
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Filed under: CMP Program, iMBA | Tagged: CMP Program, CMP™ Course, savant capital management, www.CertifiedMedicalPlanner.org | 1 Comment »
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