MEDICAL COLLEAGUES: Why a Certified Medical Planner® Professional?
Certified Medical Planner® professionals are dedicated to using the integrated financial planning and medical management process to serve the holistic need of the healthcare industry. To earn the prestigious CMP® designation, and remain certified as CMP® professionals, charter-holders must meet three rigorous requirements.
CMP® professionals must possess a four-year college degree and complete a 500 hour course of study approved by the Institute of Medical Business Advisors, Inc. CMP® professionals must also complete continuing education requirements every two years to stay abreast of current industry developments.
CMP® professionals must have two years of related health industry experience, plus professional reference, before receiving the right to use the CMP® mark. For example, our members include former physicians, pharmaceutical reps, nurses, health entity administrators, pre-medical students, health insurance agents and healthcare accountants, etc.
CMP® professionals must voluntarily ascribe to our Code of Ethics, fiduciary responsibility and additional requirements as mandated. CMP® practitioners who violate the code can be disciplined, including permanent loss of the right to use the CMP® designation mark.
Your Assurance of Medical Industry Specificity
Unlike a generalist financial planner, compliance with these three requirements will inform you that the individual who holds the CMP® designation mark is well prepared and qualified to give sound advice.
We take privacy seriously. Contact us for a Certified Medical Planner® professional referral, today. Avoid the mistakes illustrated, below!
Dr. David Edward Marcinko FACFAS MBA CMP®
[Founder, Chairman and CEO]