WELCOME CMP® CANDIDATES

HOW TO BECOME A BOARD CERTIFIED MEDICAL PLANNER®

[Two Program Matriculation Options Available]

CMP logo

Understanding all 6 Requirements for the CERTIFIED MEDICAL PLANNER™ Charter Designation Online Education Program 

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WELCOME LETTER FROM: DR. DAVID E. MARCINKO; MBA CMP™

Dr. MarcinkoSee: MBA.Provost.Welcome

1. Professional Experience — A successful CMP™ candidate must have three years of financial or management industry sales, service, and/or support experience to the medical community. One medical client [physician, podiatrist, osteopath, dentist, nurse, PA, PT; etc.] letter of recommendation is required.

See: CANDIDATE INFORMATION

CPAs, FAs, RIAs, and related financial service diploma holders [CFA, CFP™ and CIMA, etc] are ideal candidates for the program; as are the burgeoning plethora of various healthcare management consultants and providers [MD, DO, RN, MBA, DBA, PhD, JD, fraud, RAC and financial auditors, HIT or HIMSS experts, etc]. An undergraduate college degree [BA/BS] is mandatory to launch your career in this challenging space.

See: CAREER LAUNCH

2a. “Live” Instructor-Led Program Option — A CMP™ candidate may select the instructor-led and 12 month “live” online education program to gain a modern and comprehensive understanding of the financial planning and managerial issues faced by physicians today [no “blue-book” test is required]. The tuition is $6,000. This “live” instructor-led program can not be accelerated. Online group classes are available with this option [Traditional pathway].

-OR-

2b. “Self-Directed” Program Option  — A CMP™ candidate may elect to accelerate the program through self-study [no “live” instructor] to gain a comprehensive understanding of the financial planning and managerial issues faced by physicians today [a “blue-book” test is required each quarter]. The tuition is $4,000. Group classes are not possible with this option [Alternate pathway].

See: CMP.Candidate.Welcome

All candidates learn how to identify shortfalls in medically focused financial planning and practice management; and how to successfully address contemporary health economics, IT, investing, health administration, insurance, portfolio and risk management topics; as well as post PP-ACA era hospital and clinic management with their ever-changing Health 2.0 issues. So, plan on an estimated 5-10 hours per week of course study for a total of 500 hours/either program/year.

See: PROGRAM CURRICULUM

NOTE: Our course curriculum content may be customized based on your background and experience at the discretion of our Dean-of-Admissions . Advanced credit is not usually granted because of the large font of ever-growing knowledge in this ecosystem.

See: LIBRARY, BOOKS – CEUs

  • “LIVE Instructor-Led Tuition” is $1,500/semester X 4 semesters = $6,000 USD / payable quarterly, in advance. Course textbooks are extra and available from your vendor-of-choice [$250-$500 approximate range]. The non-refundable application fee is $250. The course of study is 12 months.

“Live” instructor-led class format is thrice weekly; 2 week courses/12 courses per quarter-semester; four semesters per year; 48 week total program length. English language, typing and writing proficiency is required. Total max length is 52 weeks.

  • “SELF-DIRECTED Tuition” is $1,000/semester X 4 semesters = $4,000 USD / payable quarterly, in advance. Course textbooks are extra and available from your vendor-of-choice [$250-$500 approximate range]. The non-refundable application fee is $250. The program may be accelerated in less than 52 weeks.

“Self taught” class covers the same content but is “crashed” and accelerated according to student time-line. English language, typing and writing proficiency is required.

See: APPLICATION – FEES AND FAQs

3a. Examinations — There are NO examinations for the “live” instructor led program which runs in an asynchronous fashion; via secure PC, anytime or anywhere. Instead of tests, we use E-mail Discussion Activities [EDAs], with 250 word essay type responses and online communication, for deep subject mater under-standing with your “live” instructor; not just lucky guesses. Class expectations, and real-world performance, is therefore high.

See: CMP The Art of eMail Discussions

3b. Examinations — There are four [4] quarterly examinations on a rolling basis for the “self-directed” program which can be accelerated; via secure PC, anytime or any where. Instead of fill-in-the-blank tests, we ask cognitive questions, with 250 word essay type responses for deep subject matter understanding; just as in the “live” program. Self-study expectations, and real-world performance, is also high.

See: cmp-expectations

4. Signed Ethics Statement — Each CMP™ candidate must sign the iMBA Inc, Standard Code of Ethics to verify that the individual pledges to maintain a high standard of conduct, competence, knowledge, professionalism, integrity, objectivity, and fiduciary responsibility in the practice of his or her profession.

See: DISCIPLINARY PROCESS

5. Continuing Education — On an ongoing basis, over a 24-month cycle, each CMP™ designee must write an original peer-reviewed and accepted textbook chapter, published essay, white-paper or related publication in a format approved by iMBA Press, Inc. Editorial assistance is available. Our targeted library grows in this manner.

And, there is NO recurring CEU fee, or required annual dues; a very unique model in the industry. We seek your insight and brain-power; not your money.

See: LIBRARY, BOOKS – CEUs

6. Submit a Matriculation Application and Pay a One-Time $250 Non-Refundable Due Diligence Fee — Course acceptance is not automatic and a telephone interview may be required. And, we are focused and selective.

See: CMP.Application

Need More Information?

Please review this entire website carefully, or contact us directly:

Ann Miller RN MHA [Executive-Director]

  • Institute of Medical Business Advisors, Inc.
  • Peachtree Plantation – West
  • Suite #5901 Wilbanks Drive
  • MarcinkoAdvisors@msn.com [email]
  • 770.448.0769 [telephone]

logos

“BY DOCTORS – FOR DOCTORS – PEER REVIEWED – FIDUCIARY FOCUSED”

“The informed voice of a new generation of fiduciary advisors for healthcare”

Enter THE CMP’s”

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MIKE KITCES OPINES

What Comes After CFP® Certification?
[Finding Your Niche or Specialization With Post-CFP® Designations]

via Mike Kitces of the Nerd’s Eye View

As the ranks of CFP certificants are on the rise, the CFP® certification is increasingly transitioning from a “nice to have” designation to the minimum standard for financial planners. Yet as the popularity and adoption of CFP® certification grows, simply having one is no longer the differentiator that it once was. Instead, advisors are increasingly faced with pressure to move beyond “just” the CFP® marks, and explore “post-CFP” education to truly demonstrate expertise and differentiate.

Fortunately, the reality is that just as there are a growing number of CFP educational programs, there is also a growing range of post-CFP educational programs available, too. Ironically, though, trying to navigate the ‘alphabet soup’ of available programs can be as difficult for advisors choosing a credible program as it is for consumers choosing a credible advisor! Nonetheless, from designations designed to deepen subject matter expertise, to those built outright to support a standalone niche unto itself, there are a large number of choices available to those who have completed CFP® certification and are now asking … what’s next?

And so, we look through the list of the more credible programs that are available, from advanced designations in financial planning, wealth management, investments, and retirement, to niche educational programs for working with doctors, divorcees, or the LGBT community, and more.

Have you considered what your next step will be in your post-CFP studies?

CERTIFIED MEDICAL PLANNER® – The CMP® designation was team-created by [physician-executive and university professor] Dr. David Edward Marcinko (Founding CEO of the Institute of Medical Business Advisors Inc., and Editor of the textbooks: “Comprehensive Financial Planning Strategies for Doctors and Advisors“ (Best Practices from Leading Consultants and Certified Medical Planners™) AND “Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors” (Best Practices from Leading Consultants and Certified Medical Planners™). It is intended for financial advisors [attorneys, accountants, insurance agents and management consultants, etc.] 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.

-Michael E. Kitces CFP® MSFS MTAX CLU ChFC REBC CASL

[www.Kitces.com]

DISCIPLINARY PROCESS

The Disciplinary Process for Miscreant Behavior 

CMP logoLike medical professionals, all licensed Certified Medical Planner™ charter-holders are required to act in accordance with many governing regulations. They are also required to sign off on a Code-of-Ethics confirming they intend to run their advisory and/or management consulting business according to a strict set of ethical and fiduciary standards.

So, if any medical professional client has a complaint against any Certified Medical Planner™ charter-holder, they may submit a complaint to us and we will investigate the matter. All Certified Medical Planner™ designees should act in accordance with the Code-of-Ethics, along with applicable state and federal governing regulatory bodies.

Complaints by US Mail:

Please send the complaint in writing, and include any supporting documents you deem appropriate, to this address:

The Institute of Medical Business Advisors, Inc

  • Peachtree Planatation West – Office Park
  • Suite #5901 Wilbanks Drive
  • Norcross, GA 30092-1141

Information Required:

The complaint should be accompanied by any and all relevant information surrounding the circumstances, including photocopies of relevant letters, contracts, agreements or other documents.  iMBA Inc may request additional information and may request a personal interview of the alleged offender, if it appears necessary.

The medical community should be aware of normal remedies under state laws, federal laws and related regulations with applicable regulatory bodies and  avail themselves to all avenues [SEC, FINRA, RIA and Insurance Commissioners, etc]. The burden is on the complainant to pursue such remedies. The findings and actions of appropriate regulatory bodies will be given due consideration by iMBA Inc.

Censure and/or loss of license may occur.

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EMPLOYMENT @ iMBA, INC

SEEKING: Director of Learning – Technology and Innovation

Location: Atlanta, Georgia

Date Posted: 04/02/2015 Part Time/Temporary: Regular Employment/Contract Work: Employment Visa Waiver Available: N/A


Job Description

We are working with iMBA Inc in recruiting a Director of Learning – Technology and Innovation www.MedicalBusinessAdvisors.com

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This Director oversees adult online Certified Medical Planner™ e-learning programs and drives learning initiatives for all technology systems, including large scale system implementations. This “stand-out” person will also develop and execute a web/interactive learning strategy, and be a thought-leader on best practices at all levels of the organization.

Qualifications include:

A Masters degree in business, training, education, finance, accounting or economics, technology and/or development, organizational effectiveness, or related field[s]:

  • 10 years of progressively responsible management and leadership experience.
  • Experience in the multiple industries we serve is preferred.
  • Proven ability to influence and gain support of senior leaders and CXOs through effective presentations.
  • Experience in innovating new and current ways to design and execute adult online learning, and proven track record of working with web and virtual based systems.
  • Strong project management skills, with experience in various project management tools and applications.
  • Possess strong leadership, management, and planning capabilities; proven strategic and problem solving ability; high energy; and charisma.

Open Call Until filled.

CONTACT: Ann Miller RN MHA MarcinkoAdvisors@msn.com

iMBA Inc is an Equal Opportunity Employer. iMBA Inc will provide all applicants for employment and all employees with an equal opportunity regardless of sex, race, color, religion, national origin, age, marital status, personal appearance, sexual orientation, family responsibilities, disability, matriculation, political affiliation, source of income, or place of business or residence.

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LIBRARY, BOOKS – CEUs

OUR OEUVRE’ OF TEXT BOOKS IS GROWING WITH OUR INDUSTY STATURE

We believe that by writing and sharing our experiences in standard textbook, white-paper and new media electronic format, our experts are able to address most areas of physician-focused financial planning, business or medical practice management needs in an understandable and unbiased manner.

But, we recognize that some consultants and financial advisors may appreciate reading current medical business management theory, healthcare economics, technology or financial planning information privately, prior to becoming a Certified Medical Planner® professional.

However, there is a virtual information overload out there, little of which addresses the pragmatic concerns of the modern medical provider or healthcare industry. None imparts the wisdom to become a better financial advisor or medical management consultant. All motivate the purchase of products.

Therefore, as part of the iMBA Research Library for the Certified Medical Planner® program, we highly recommend the following in-house produced books. You may even recognize some of our nationally known contributing authors and CMPs®.

TEXT BOOKS AND HAND BOOKS

iMBA Inc offers links to these publications, to members, and non-members, alike:

A UNIQUE CONTINUING EDUCATION UNITS [CEUs] PHILOSOPHY

  • Q: Are CEUs required? Yes; bi-annually to maintain licensure.
  • Q: Is there a mandated test? No exams, booklets, or test centers.
  • Q: There is a hefty CEU fee, right? No CEU fees.
  • Q: How about annual dues? Again, no.
  • Q: OK: please explain?

We are different. How?

Maintenance of Certification [MOC]

Each Certified Medical Planner® professional must author de-novo, or co-author with us, a peer-reviewed essay, textbook chapter or white-paper on an assigned topic suitable for professional level publication. No ghost-writing, vanity, self-publications or purchased content is allowed. This innovative Maintenance of Certification [MOC] requirement allows us to continually create and update our iMBA Inc, library of textbooks, dictionaries, CDs, WW-Ps and handbooks, etc.

IOW: When it comes to MOC – we want cognitive input – not money.

Sample publication: Brian Knabe CMP – CEU Publication

Yes, we really are different!

“The informed voice of a new generation of fiduciary advisors for healthcare”

THREE REQUIRED PROGRAM TEXTBOOKS

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

Product DetailsProduct Details

Three Suggested Health Administration Dictionaries

Product DetailsProduct DetailsProduct Details

 OUR Peer-Reviewed TEXTBOOKS ARE FEATURED IN THESE MEDICAL SCHOOL LIBRARIES … and others!

Baylor
boston-medical
case
chicago
cleveland
columbia
duke2
emory
johns-hopkins
mayoclinic
NYU
southwestern
ucla-health
UCSF
unmc
upmc
uw-medicine

“BY DOCTORS – FOR DOCTORS – FIDUCIARY FOCUSED”

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CMP® RECRUITING FIRMS

NETWORK WITH US FOR JOBS / CAREER

If you are a like-minded individual Financial Advisor, CPA, Registered Investment Advisor, Broker-Dealer, management consultant, employment agency or recruiting firm that believes in our “educational value proposition” and lucrative niche market, you are invited to help us recruit Certified Medical Planner® charter-holders to increase our numbers, notoriety and gravitas.

Most importantly, to help medical providers who are struggling in the healthcare industrial complex. And, of course, augment your brand name, business strategy and CMP® recognition, too! How?

Just Print-On-Demand this front and back two [2] page file, fold along the dotted lines, and create a Tri-Fold brochure that describes “who we are” and “what we do”. Heavy-weighted construction paper works best. Then, distribute to your own membership, sphere of influence, employees or other interested parties.

Brochure: CMP Brochure

You may also send out this form letter-of-invitation on our official stationary.

Letter: Letterhead CMP

CAREER DEVELOPMENT

The Medical Executive-Post maintains job listings, as well as information about fellowships, internships, graduate programs, awards and other resources to help  subscribers continue learning and advancing in their careers.

THANK YOU

“The informed voice of a new generation of fiduciary advisors for healthcare”

 

CORPORATE SPONSORSHIPS

ENGAGE US!

Corporate Sponsors – Forge a strategic alliance relationship and fast mover partnership with iMBA Inc, and the Certified Medical Planner® program.

The Institute of Medical Business Advisors Inc – an educational network – conducts original research, produces textbooks, tools, CD-ROMs, handbooks, health administration dictionaries and compelling online content.  We also sponsor the prestigious Certified Medical Planner® online education and professional designation charter program.

Most importantly, we facilitate a client referral exchange that integrates management and financial solutions so doctors can build their medical practices and enrich their lives. Our products, education and service segments serve physicians, dentists, podiatrists, osteopaths, nurses, hospitals, clinics and all other members of the healthcare community. We also serve financial advisors, institutions, private equity funds, hedge and mutual funds, broker-dealers, RIAs and their traditional onground or website marketing initiatives.

By your corporate support of us, you achieve recognition in a national marketplace that represents “thought-leaders” and visionaries of the healthcare industrial and financial industry complex.

For example, we have networked with Fortune 500 healthcare technology and pharmaceutical companies, as well as financial service corporations and business management consultants; both large and small.

We represent diverse investment opportunities, potential clients and an expanding economic future.

Contact: MarcinkoAdvisors@msn.com or call 770.448.0769

“The informed voice of a new generation of fiduciary advisors for healthcare”