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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
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
BLOG: www.MedicalExecutivePost.com
FINANCE: Financial Planning for Physicians and Advisors
INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
***
CMP Brochure
http://certifiedmedicalplannerdotorg1.files.wordpress.com/2012/03/cmp-brochure.pdf
***
Text Foreword Dyken MD MBA
***
Enter the CMPs
***
* 8
REQUEST FOR “MATRICULATION” PROPOSAL
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
“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
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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
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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
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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]
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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
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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
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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 [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
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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
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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™
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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
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CMP™ Program
Great concept!
Norman Sohn MD MBA
Beacon Wealth Management
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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]
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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
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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
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Hi John, et. al
I encourage pursuit of the Certified Medical Planner™ designation (I am not on the payroll)!
As you are already aware, by your own credentials, that the CMP™ designation is cumulative to your other professional designations … it makes you “more whole” for your advisory clients. It is especially helpful in the work with our physician clients, but it has been helpful for non-medical professionals too.
Let me know if you wish to discuss it.
TAM
Thomas A. Muldowney
MSFS, CFP®, ChFC, CLU, CMP™, AIF®, CRC
Savant Capital Management
190 Buckley Drive – Rockford – Illinois – 61107
Phone 815-227-0300 Fax 815-226-2195
Tmuldowney@savantcapital.com
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TO: iMBA Inc offices
Hi Ann
… do you have any information on the certified medical planner designation?
Nick J. Efthemis CFP®
**********
Nick,
Just visit us at: http://www.CertifiedMedicalPlanner.org
Ann Miller RN MHA
[Executive-Director]
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Healthcare is Changing
That’s why the R&D efforts of our governing board of physician-directors, accountants, financial advisors, academics and health economists identified the need for integrated personal financial planning and medical practice management as an effective first step in the survival and wealth building life-cycle for physicians, nurses, healthcare executives, administrators and all medical professionals.
Now – more than ever – desperate doctors of all ages are turning to knowledge able financial advisors and medical management consultants for help. Symbiotically too, generalist advisors are finding that the mutual need for extreme niche synergy is obvious.
But, there was no established curriculum or educational program; no corpus of knowledge or codifying terms-of-art; no academic gravitas or fiduciary accountability; and certainly no identifying professional designation that demonstrated integrated subject matter expertise for the increasingly unique healthcare focused financial advisory niche … Until Now!
Enter the Certified Medical Planner™ charter professional designation
Ann Miller RN MHA
[Executive-Director]
http://www.CertifiedMedicalPlanner.org
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Ann, Hope, Dr. Marcinko, Gene, Edward, Rachel, et al
Thank you for a great learning experience in the past year!
My goal in taking the CMP™ designation course was to become more knowledgeable, more aware, and more confident about financial planning issues as they relate to physicians. I also wanted to learn more about how and what physicians think about in relationship to money, their practice, and financial planning. I have accomplished that goal. I believe the 3 new physician clients I have picked up in the past 6 months were due in large part to the knowledge I have received from the CMP™ coursework.
I look forward to being able to make future posts on the iMBA executive post site. Hopefully you will post some of my submissions. You have built a great website!
I look forward to getting the sheepskin and proudly displaying it in my office. I look forward to spreading the good news about the CMP designation. Please don’t hesitate to refer me those that may be thinking about getting the designation.
Best regards-
David K. Luke MIM, Certified Medical Planner™
Physician Financial Advisor – Fee Only
http://www.DocFP.com | http://www.Networthadvice.com
Email: david.luke@networthadvice.com
Phone: (801) 937-9103 | Fax: (801) 566-6688
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TO: Tom Muldowney
RE: On RIAs
Congratulations on this!
http://www.fa-mag.com/fa-news/10774-rias-create-think-tank-to-explore-industry-issues.html
Ann
ANN MILLER; RN, MHA
Executive Director
###
Thanks Ann and all of you at iMBA, Inc.
We are still working towards changing the investment world!
Thomas A. Muldowney MSFS, CFP®, ChFC, CLU, CMP®, AIF®, CRC
Savant Capital Management
190 Buckley Drive – Rockford – Illinois – 61107
Phone 815-227-0300 Fax 815-226-2195
Tmuldowney@savantcapital.com
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Enter the Certified Medical Planners™
I have been beating the healthcare niche specificty, and fiduciary accountability, drum in the financial services industry for almost 10 years, and I think the rest of the band is finally catching on to the rhythm!
Dr. David Edward Marcinko MBA CMP™
http://www.CertifiedMedicalPlanner.org
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Advisors Neglecting Client Health Care Planning, Study Reveals
Financial advisors need to talk to their clients about health care costs during their retirement years or risk losing them to someone who is willing to have the discussion, says Nationwide Financial.
http://www.fa-mag.com/component/content/article/7-news/12895.html?Itemid=171
That’s why the R&D efforts of our governing board of physician-directors, accountants, financial advisors, academics and health economists identified the need for integrated personal financial planning and medical practice management as an effective first step in the survival and wealth building life-cycle for physicians, nurses, healthcare executives, administrators and all medical professionals.
Now – more than ever – desperate doctors of all ages are turning to knowledge able financial advisors and medical management consultants for help. Symbiotically too, generalist advisors are finding that the mutual need for extreme niche synergy is obvious.
But, there was no established curriculum or educational program; no corpus of knowledge or codifying terms-of-art; no academic gravitas or fiduciary accountability; and certainly no identifying professional designation that demonstrated integrated subject matter expertise for the increasingly unique healthcare focused financial advisory niche … Until Now!
Enter the Certified Medical Planner™ charter professional designation.
Ann Miller RN MHA
[Executive-Director]
http://www.CertifiedMedicalPlanner.org
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What is ‘Real’ Financial Planning?
If you’re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
A Financial Planner
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Moving Ahead With MOOCs [“Massive Open Online Courses”]
“Moving Ahead With MOOCs,” Population Health Matters (Formerly Health Policy Newsletter): Vol. 26: Iss. 3, Article 3, 2013.
Available at: http://jdc.jefferson.edu/hpn/vol26/iss3/3
Eugene Schmuckler PhD MBA CTS
[Academic Dean]
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Our CMP Program
In 1972, Nobel Laureate Kenneth J. Arrow, PhD shocked academe’ by identifying health economics as a separate and distinct field. Yet, the seemingly disparate insurance, tax, risk management and financial planning principles that he also studied are just now becoming transparent to some medical professionals and their financial advisors. Despite the fact that a basic, but hardly promoted premise of this new wave financial planning era, is imprecision.
Nevertheless, to informed cognoscenti like Certified Medical Planners™, they served as predecessors to the modern physician-focused financial advisory niche sector.
In 2004, Arrow was selected as one of eight recipients of the National Medal of Science for his innovative views.
Ann Miller RN MHA
http://www.CertifiedMedicalPlanner.org
http://www.amazon.com/Comprehensive-Financial-Planning-Strategies-Advisors/dp/1482240289/ref=sr_1_1?ie=UTF8&qid=1416145040&sr=8-1&keywords=david+marcinko&pebp=1416145047364
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LISTEN
To Dr. Marcinko: http://www.audioeducator.com/speakers/dr-david-edward-marcinko
Hope R. Hetico RN MHA
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Good afternoon!
I was hoping to speak to someone regarding the CMP™ and tried calling the phone number listed and was unable to reach anyone. Could you have someone reach out to me in order to discuss options and the format of the courses?
Also, I currently hold the Certified Financial Planner™ and Chartered Retirement Planning Counselor™ designations, would I be eligible for any credit towards the Certified Medical Planner™ coursework? Thank you for your help!
Jeremy D. Schares CFP® CRPC®
[Senior Financial Advisor]
Strategic Financial Group, LLC.
1333 Burr Ridge Parkway, Suite 200
Burr Ridge, IL 60527
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Dear CMP Program,
My business partner and I are financial advisors for a comprehensive financial planning firm focused on serving physicians. We came across your CMP designation and are very interested.
Given we are a growing firm we would also have an interest of having current and future team members obtain the designation as well.
Our timeline is probably next year, but I have a few quick questions:
1) When does the next semester for starting the CMP start next year? It’s too soon to do the Dec. 2nd start time.
2) How many current CMP members are there?
3) What kind of membership growth do you expect over the next few years?
4) Do you plan to join FINRA’s designations list? Link: https://www.finra.org/investors/professional-designations
5) To you have plans to get the CMP accredited by any organizations? e.g. http://www.finra.org/investors/accredited-designations
Many thanks!
Josh Lantz CRPC®
[MD Financial | Operating Officer]
The Personal CFO for Busy Physicians®
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