FORMAL APPLICATION SUBMISSION PROCESS 2024
The CERTIFIED MEDICAL PLANNER® on-line professional designation program matriculation and application submission process.
Follow these simple application submission [“live” or “automated” robo instructor] e-mail steps:
- You may contact us at MarcinkoAdvisors@msn.com for assistance in completing an application, or call us at 770-448-0769.
- Down load or print out the application form [links below].
- Snail mail or e-mail return the completed form. Allow 2-6 weeks for background checks and acceptance / rejection decision notification.
- A telephonic interview may be required in certain cases.
- An undergraduate college degree [baccalaureate BS/BA] is required along with written attestation of fiduciary accountability and one professional competency recommendation.
Two matriculation teaching models available: “live” instructor led -OR- new “robo” automation self-driven option:
Traditional Model Type I: TUITION AND FEES FOR OUR “Live” INSTRUCTOR-LED MATRICULATION MODEL*
- Mail in a tuition check or money order for $6,250 made out to the Institute of Medical Business Advisors, Inc – our sponsor and corporate accrediting agency: iMBA Inc, Suite #5901 Wilbanks Drive, Norcross, GA 30092-1141.
- Quarterly tuition payments of $1,500 are permitted. Books are additional.
- If accepted, this represents a $250 non-refundable application fee.
- If not accepted into the program $6,000 will be refunded, but the credentials verification and application fee of $250 will be retained. No tuition refund possible once class commences. A 3% courtesy fee included for electronic money transfers.
- This “live” matriculation model does not require a written “blue-book” examination*
- Matriculation length is 12 [twelve] months*
- Ideal for the “traditional” student who requires a “live” instructor.
ADOBE App Form: CMP Application WORD Format CMP.Application
NOTE: Advanced credit may be given for some degrees, designations and prior experience. Please contact us for more information.
NOTE: Once matriculation has commenced, any failure to participate in online class after 30 consecutive days without prior approval will result in a Grade of I [incomplete] for the entire quarter-mester which immediately terminates without tuition refund. Classes may only re-commence with new full quarter-mester tuition repayment and upon our discretion.
***
Self-Teaching & Automated Exam Option Now Available
[SAVES TIME AND MONEY]
Alternate Model Type II: TUITION AND FEES FOR OUR AUTOMATIC “ROBO” EXAMINATION AND SELF-TAUGHT MODEL*
- Mail in a tuition check or money order for $4,250 made out to the Institute of Medical Business Advisors, Inc – our sponsor and corporate accrediting agency: iMBA Inc, Suite #5901 Wilbanks Drive, Norcross, GA 30092-1141.
- Quarterly tuition payments of $1,000 are permitted. Books are additional.
- If accepted, this represents a $250 non-refundable application fee.
- If not accepted into the program $4,000 will be refunded, but the credentials verification and application fee of $250 will be retained. No tuition refund possible once class commences. A 3% courtesy fee included for electronic money transfers.
- This guided but self-taught and automated “robo” examination model involves a “blue-book” styled quarterly written test*
- Matriculation length can be “crashed” at your discretion*
- Ideal for the “motivated” student seeking “automation” [no “live” teacher or virtual classroom involvement] to save time and money!
NOTE: Quarters are interchangeable based on user experience and informed selection.
Raising the Bar – CERTIFIED MEDICAL PLANNER™ – The informed voice of a new generation of fiduciary advisors for healthcare
Certified Medical Planner® program 
FREQUENTLY ASKED APPLICATION QUESTIONS [FAQs]
Please browse through our list of Frequently Asked Questions (FAQs), or contact us for additional information.
Q: What are the goals of iMBA, Inc?
Our goals are to support financial and economic advisors and help medical professionals survive and flourish as profitable personal and business entities. Unfortunately, managed care and financial industry consolidation has taken its toll on these two professions. We will help reverse this trend by empowering financial advisors through our comprehensive CERTIFIED MEDICAL PLANNER™ on-line program, educational products, textbooks, seminars, tools and other state-of-the-art future products and services.
Q: To whom is the first duty of a CERTIFIED MEDICAL PLANNER™?
Our prime duty and responsibility, as a fiduciary, is to our medical colleagues. This is a natural consequence of being founded by doctors, managed by doctors, and serving doctors. Our second duty is to our financial CERTIFIED MEDICAL PLANNER™ colleagues. This is a natural consequence of our dual degreed executive management team. It also promotes impartiality and a lack of bias.
Q: Where are iMBA, Inc. textbooks, comments, whitepapers, opinions, or essays mentioned in the financial and/ or medical and healthcare literature?
In Managed Care Executive, Healthcare Informatics, Medical Interface, Plastic Surgery Products, Teaching and Learning in Medicine, Orthodontics Today, Chiropractic Products, Podiatry Today, Podiatry Management, Physician’s Money Digest, and the Journal of the American Medical Association, among others.
And, by academic institutions like the Northern University College of Business, Creighton University, UCLA School of Medicine, Medical College of Wisconsin, Washington University School of Medicine, University of North Texas Health Science Center, University of Pennsylvania Medical and Dental Libraries, Southern Illinois College of Medicine, University at Buffalo Health Sciences Library, Temple University [School of Medicine, Dentistry and Podiatric Medicine], University of Michigan Dental Library, University of Medicine and Dentistry of New Jersey, Thomas Jefferson University and Jefferson Medical College, Emory University School of Medicine, and the Goizueta School of Business at Emory University, among others.
iMBA and CERTIFIED MEDICAL PLANNER™ authors have also been referenced or mentioned in financial trade publications like: Investment Advisor Magazine, Registered Representative, Financial Advisor Magazine and the Journal of Financial Planning. And, in health economics and financial trade organizations like the Medical Group Management Association (MGMA), American College of Medical Practice Executives (ACMPE), American College of Physician Executives (ACPE), American College of Emergency Physicians (ACEP), Health Care Management Associates (HMA), and Physicians Practice.com
Q: What other educational resources does iMBA provide?
iMBA Inc., provides high quality on-line information, and on-site educational platforms, to financial advisors who represent medical providers, healthcare executives, hospitals and medical institutions. Our professional-level publications offer Celebrity Forewords written by industry luminaries like: Anthony Silva, MD, MBA from the Emory University Goizueta School of Business; or Frank Cappiello MBA, of Wall $treet Week with Louis Rukeyser TV fame; or Ahmad Hashem, MD PhD of Microsoft’s Healthcare Industry Solutions Group; or Lloyd M. Krieger, MD, MBA of UCLA and Rodeo Drive Plastic Surgery; or Richard D. Helppie, CEO and Founder of the Superior Consultant Company (SUPC-NASD); or Robert James Cimasi, MHA, ASA, AVA, CBA, FCBI, Certified Medical Planner, Chairman of Health Capital Consultants, LLC; or Edwin P. Morrow, CLU, ChFC, RFC, CFP often considered a father of the financial planning profession; or Michael J. Stahl, PhD, Director, Physician Executive MBA Program, William B. Stokely Distinguished Professor of Business, College of Business Administration The University of Tennessee; or Thomas E. Getzen, PhD, Executive Director, International Health Economics Association (iHEA), Professor of Risk, Insurance and Healthcare Management, The Fox School of Business at Temple University, Philadelphia, Pennsylvania, USA.
And, our CERTIFIED MEDICAL PLANNER™ professional designation program is slowly becoming a leading imprimatur in the healthcare industry. iMBA also maintains lively inter-professional debate with discussion forums, opinion surveys and referral services. In brief, we educate and support consultants who advise physicians and healthcare clients, about the financial, business, managerial and economic matters vital to their success.
Q: What is the iMBA educational philosophy of heutagogy and andragogy?
These are online adult-learning principles that are distinct from traditional teacher-led pedagogy. They involve mutual respect from informed learners and live instructors in the asynchronous iMBA Virtual University environment. It is a Socratic method of “anytime and anywhere” conversational education, using solutions based processing rather than rote memorization, or extreme testing psychometrics.
Q: What is my tuition investment in this prestigious Certified Medical Planner™ program?
Model 1: “LIVE” tuition represents a modest investment of $5,999 USD, payable in four easy semester installments of $1,500. Books are extra, and there is a non-refundable application fee of $250 USD, for due-diligence and background investigation. There are no additional fees for tools, templates and/or .pdf files. A biannual CEU approved-publication requirement is in-force.
Model 2: “AUTOMATED” exams and self-directed learning tuition represents a more modest investment of $3,999 USD, payable in four easy semester installments of $1,000. Books are extra, and there is a non-refundable application fee of $250 USD, for due-diligence and background investigation. There are no additional fees for tools, templates and/or .pdf files. A biannual CEU approved-publication requirement is in-force.
Q: Are tuition, books, and expenses, etc., tax deductible?
Yes usually, and there are three options for claiming expenses for the CERTIFIED MEDICAL PLANNER™ charter designation. Work-related educational expenses can be itemized and deducted on Form 1040; taken as a “tuition and fees deduction,” or taken as a lifetime learning credit. According to the IRS, “a tax credit reduces the amount of income tax you may have to pay. Unlike a deduction, which reduces the amount of income subject to tax, a credit directly reduces the tax itself.” So what matters to the IRS isn’t whether or not the Certified Medical Planner qualifies you for a new trade or business, but which option you choose (credit or deduction) when filing. If the expenses are claimed as a credit, they cannot also be deducted as a business expense, and the rules are different for each option. We suggest checking with your tax adviser or CPA to determine which route is more appropriate before trying to take a credit or a deduction [IRS Publication #17].
Q: Do I earn any other “value-added” benefits from the Certified Medical Planner™ program?
We think so! Harvard economist Caroline Hoxby, who specializes in the economics of education, figures that those who enter a top-tier private college earn more than those who do not. And, like the CERTIFIED MEDICAL PLANNER™ program, elite professional designation programs attract elite adult-learners. She also figures that student aptitude accounts for between two-thirds and three-quarters of the earnings difference between public and private schools; yet even allowing for this, it pays to go to the most selective college possible. “People who invest in education at a more selective college generally earn back their investment several times over during their careers,” What’s more, she says, “the returns to attending a more-selective college have been rising over time,” and the career-long income differences “swamp the differences in the total costs of attending less-selective public colleges.” We believe the same can be said for the CERTIFIED MEDICAL PLANNER™ online professional designation program; and only time will tell.
Q: Do I have to be a fiduciary to become a CERTIFIED MEDICAL PLANNER™ charter-holder?
Yes, independent minded Certified Medical Planner™ advisors take pride in their fiduciary responsibility. Such accountability is higher than a broker’s mere “suitability” requirements, which amazingly do not mitigate conflict-of-interest disclosures, among other things. There is an iMBA, Inc. ethics requirement and we mandate a written ethics attestation statement prior to matriculation. It is the future of advice.
Q: What do you think about the new era of health economics and the philosophy of physician-focused financial planning integrated with medical management consulting?
Feel free to call, email or fax-in any additional queries about our CMP program; and consider the following?
• Do you want to be a CERTIFIED MEDICAL PLANNER™ and Why?
• Are you a potential Certified Medical Planner™ prospect?
• Do you want to be a fiduciary for medical clients?
• Are you interested in a new career or career extension?
• Are our books, whitepapers, and CDs credible?
• Do you own them, and what do you like or dislike about them?
• Why wouldn’t you begin CMPlanner™ matriculation?
• Is the CERTIFIED MEDICL PLANNER™ program tough in rigor?
• Does it really take 500 hours, and a full year with 4 semesters?
• Are the new CERTIFIED MEDICAL PLANNER™ marks valid?
• Do you seek client referrals, writing or speaking engagements?
• Are you a potential CERTIFIED MEDICAL PLANNER™ sponsor?
• What do you think of on-ground CMP™ education as a RIA, ect.?
• Must you be a CFP™, CPA, CFA, MBA, or RIA to matriculate?
• Prior experience with adult-learning or distance-education?
• What are Certified Medical Planner™ instructors like?
• Is there much homework and reading?
• How about tests, papers or course work, etc, etc.
Raising the Bar
CERTIFIED MEDICAL PLANNER™
The informed voice of a new generation of fiduciary advisors for healthcare
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Automated Tests Let “Students” Take Control
The concept of a self-taught and student motivated, but automated outcomes driven classroom may seem like a nightmare scenario for those who are not comfortable with computers. Now everyone can breathe a sigh of relief, because the Institute of Medical Business Advisors just launched an “automated” final examination review protocol that requires no programming skill whatsoever.
In fact, everything is designed to be very simple and easy to use. Once a student’s examination “blue-book” is received, computerized “robotic reviewers” correct student assignments and quarterly test answers. This automated examination model lets the robots correct tests and exams, while the students concentrate on guided self-learning.
According to Eugene Schmuckler PhD MBA MEd, Dean of the CERTIFIED MEDICAL PLANNER® professional designation and certification program,
“This option allows the modern adult-learner save both time and money as s/he progresses toward the ultimate goal of board certification as a CMP® mark holder.”
The trend is growing and iMBA, Inc., is leading the way.
Dr. David Marcinko MBA
[Founding CEO and President]