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Are you ready for the CERTIFIED MEDICAL PLANNER™ program challenge?

– An Open Letter to all Prospective CMP™ Charter Holder Candidates –

Esteemed Financial Services Colleagues,

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, we believe that a disciplined short-term perspective enhances long-term value.

Central to any Advisory-Client engagement, and our core CERTIFIED MEDICAL PLANNER™ philosophy, is whether economic decisions maximizes long-term value. While this often refers to maximization of personal assets, maximization can also be for the benefit of medical practice shareholders; from start-up to exit-strategy.

For example, the concept of “value” was estimated by John Maynard Keynes in his General Theory of Employment, Interest and Money, to be the product of speculation. “Forecasting the psychology of the market”, or the prospective yield of physician assets over a lifetime; is vital for survival and ultimate success.

The former is achievable only through luck and happenstance! Speculation is problematic in a volatile space like the health industrial complex; prone to political fiat, marketplace turmoil and unending change … And frankly; consultant hyperbole, overconfidence and hubris! But, the later is achieved with the prudent use of contemporaneous health economics knowledge, management acumen, financial advisory information, and superior didactics. We believe these are the ingredients of the contemporaneous curriculum that comprise the CERTIFIED MEDICAL PLANNER™ online experience.

As Keynes also opined … Our purpose is “to direct new investment ideas into the most profitable (personal physician and medical practice) channels in terms of future yield.” So too, the fiduciary purpose of CERTIFIED MEDICAL PLANNER™ charter-holders.

Further paraphrasing, Keynes felt that speculators (or unenlightened financial advisors) may do little initial harm on a steady stream of (physician-client) enterprises. But, the position becomes more serious when “advisors” themselves are the bubbles on a whirlpool of vacuous credentials, dubious certifications, speculations and uninformed “marketing impressions.” And, we could not agree, more!

Despite these challenges, physicians and healthcare entities who consider personal economic and business operations as integral to their futures, may favor the integrated enterprise approach of the CERTIFIED MEDICAL PLANNER™ charter-holder. Accordingly, Financial Professionals working in the healthcare community, require superior medical management and health industry education We believe that the CERTIFIED MEDICAL PLANNER™ program is not only superior in this didactic regard; it stands-alone.

Thus iMBA Inc, provides more than just health economics information, financial education, ethical attestations, and professional CERTIFIED MEDICAL PLANNER™ credentials to Financial Professionals of all stripes. We provide an intimate look and understanding of the healthcare industrial complex as a whole. End the uninformed speculation and de-effervesce the frothy bubbles of ignorance … Raise the bar and your voice, to the next generation of informed fiduciary healthcare advisors, and join us for the Certified Medical Planner™ distance-education journey … it is the invited path least taken …


Eugene Schmuckler; PhD MBA MEd

[Dean of Admissions]

Welcome Candidates: CMP.Candidate.Welcome

Raising the Bar – CERTIFIED MEDICAL PLANNER™  – The informed voice of a new generation of fiduciary advisors for healthcare


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The elite CERTIFIED MEDICAL PLANNER™ charter designation program is a one year (four academic quarters) 500 hour integrated, live and asynchronous, online course-of-study offered exclusively by iMBA, Inc.

For the most effective distance education and adult-learning, we use a multi-sensory combination of website content, downloadable .pdf and/or MS-WORD files, templates, MSFT-PPT presentations, and/or other required and optional textbooks, manuals and Journals produced only by iMBA for our financial professionals, consultants and physician colleagues. The Certified Medical Planner™ course may be “crashed” in six months upon special permission from the Academic Dean. Group on-ground education is also available by special request.

Typical CERTIFIED MEDICAL PLANNER™ charter-designation holders are business consultants, accountants, financial planners and financial advisors; attorneys, insurance professionals, investment advisors and wealth managers; physician-executives, nurse-managers, hospital, practice or clinic CXOs; and registered representatives with fiduciary accountability and compliance department approval.

Best of all, we customize the last quarter as you learn and complete each semester with your live online instructor, through a series of secure e-mail transmissions in the privacy of your own home or office, and whenever busy life schedules allow … it is that operationally easy.

Course instructors are typically available for questions, concerns or technical explanations by secure email or private telephonic appointments.

NOTE: Application does not imply acceptance. Applicant selection and ultimate matriculation is a competitive process.

National Mark Coyright and International Notoriety

The trademark CMP™ and professional designation Certified Medical Planner™ copyright is also confirmed by CACI International. A public company since 1962, CACI is a member of the Fortune 1000’s Largest Companies and Russell 1000 index. The Chairman and CEO of CACI Inc., is Dr. JP (Jack) London. Both terms, copyright and trademark are owned by the Institute of Medical Business Advisors Inc [iMBA, Inc]. All rights reserved. USA.


CMP Niche


Raising the Bar – CERTIFIED MEDICAL PLANNER™ – The informed voice of a new generation of fiduciary advisors for healthcare

Shannon Cronin [Verifications Specialist]

  • 355 N.E. 5th Avenue Suite #4
  • Delray Beach, FL 33483
  • Phone: 561-330-7645 x 308
  • Fax: 561-330-7044




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

The Vision

We envision a world of healthy people, made possible by dedicated medical professionals empowered by modern CERTIFIED MEDICAL PLANNER™ charter-holders, whose solutions augment their practice management and personal financial planning needs, in an honest and ethical fashion.


Our CERTIFIED MEDICAL PLANNER™ charter-holders will provide healthcare professionals with the unbiased information, communication, and human resources necessary to grow their personal financial assets and enhance their medical practices, in an ethically responsible manner.


  • To build a cohesive community of medical professionals across the USA, that can foster an exchange of original ideas, novel information and deep subject matter knowledge for the betterment of the profession.
  • To educate financial services professionals about the specific needs of physicians and to equip them with the necessary skills required to work effectively with all medical professionals in providing financial planning advice, managerial acumen and health economic support.
  • To connect medical, consulting and financial professionals and create mutually beneficial relationships that can help in the development and advancement of both esteemed professions.
  • To promote the independent CERTIFIED MEDICAL PLANNER™ designation, and differentiate elite Certified Medical Planner™ fiduciary practitioners from the crowd of lightly informed and non-fiduciary financial advisors, brokers, salesmen, advisors and other imposters.


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

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners(TM)

Front Matter with Foreword by Jason Dyken MD MBA