Certified Medicaid Planner Designation

About CMP™ Board

BoardroomTable1History

The CMP™ Governing Board was established as an independent, autonomous subsidiary of the Wealth Preservation Institute (WPI) in 2010 to oversee the development and implementation of the Certified Medicaid Planner™ program. The program’s purpose is to serve the public by providing a recognized standard of knowledge and proficiency among those who provide services relating to long-term care Medicaid eligibility planning. With the growth in the aging population of the United States and the increased reliance on the Medicaid system as the single largest source of funding for long-term care expenses, it was the consensus of a great number of practitioners in the Medicaid Planning field that a set of Medicaid Planning standards be established and a system be develop for the recognition of competency in Medicaid Planning. The CMP™ Governing Board operates under a set of by-laws which form the basic operating structure for the Board and forms the foundational basis upon which all other policies and procedures are implemented.

CMP™ Governing Board Composition

The CMP™ Governing Board is comprised of six members. Each member serves a three-year term. A nominating committee is appointed at the expiration of a member’s term to recommend potential replacements and the board members are chosen through a fair election process without any tolerance for undue influence. The goal of the Board is to provide appropriate representation/balance of stakeholders and certificants though regular elections and a consistent and fair replacement process. The composition of the Board’s membership is designed to provide representation of the Medicaid Planning community and the public: Five of the members are professionals chosen from the field of Medicaid Planning for their great understanding and proficiency in Medicaid Planning and related issues. One member is chosen representing the community serviced by Medicaid Planners.  The Board is designed to provide adequate representation of the certificant community. The nominating process is open to the general public and all qualified members are encouraged to submit nominations to the nominating committee when a Board seat needs to be filled or before the expiration of a term.  Openings are posted on this site when they occur.

To download a copy of the CMP™ Governing Board Program Policy Manual, click here.