Certified Medicaid Planner Designation

CMP™ Candidate Qualifications

professionalsThe CMP™ Governing Board has established eligibility standards for an applicant which include both an education requirement and an experience requirement:

Education Requirement:

A CMP™ can come from a variety of backgrounds, some which require degrees and some which do not.  The Board respects the role that formal education and professional development has in developing the finest certificants, but also understands that the nature of Medicaid Planning draws in a number of professional expertise – many of which do not require formal education.  To recognize and respect the diversity of backgrounds, the Board has established an education criterion that can be met in one of four major pathways:

PATHWAY 1:  ADVANCED DEGREE

The education requirement shall be automatically satisfied if the candidate provides proof of the following:

  • Completion of a Juris Doctorate or its equivalent from a recognized law school; 
  • Completion of a Master’s Degree in Accounting/Accountancy; 
  • Completion of a Master’s Degree in Health Financing; or 
  • Completion of a Master’s Degree in Social Work. 

PATHWAY 2: BACHELOR OR ASSOCIATE DEGREE + 2 YEARS OF FULL-TIME EXPERIENCE

The education requirement shall be automatically satisfied if the candidate provides proof of the following:

  • Completion of a Bachelor’s Degree; or 
  • Completion of an Associate’s Degree. 

AND

  • Two years of full-time experience in one or more of the Medicaid planning fields (described more fully below), including law, finance, and social work/geriatric care management, within the previous six years.

PATHWAY 3: PROFESSIONAL LICENSE OR CFP® DESIGNATION + 2 YEARS OF FULL-TIME EXPERIENCE

The education requirement shall be automatically satisfied if the candidate provides proof of the following:

  • Holder of an insurance license for life and health insurance lines in one or more state; 
  • Holder of a securities license (e.g., stock broker, independent investment advisor, registered investment advisor, or Series 3, 7, 6, 63, 65, or 66 ); or 
  • Awarded the Certified Financial Planner® designation and in good standing with the CFP® Board at the time of application.

 AND

  • Two years of full-time experience in one or more of the Medicaid planning fields (described more fully below), including without limitation law, finance, and social work/geriatric care management, within the previous six years.

PATHWAY 4: 4 YEARS OF FULL-TIME EXPERIENCE

The education requirement shall be automatically satisfied if the candidate provides proof of the following:

  • Four years of full-time experience in one or more of the Medicaid planning fields, including law, finance, and social work/geriatric care management, within the previous six years.

Note:  Full-time employment is based on working more than thirty-five hours per week.  Employment need not be continuous.  A candidate with only part-time experience, defined as working less than 35-hours-a-week, needs to have at least four years of part-time experience within the last six years.

The candidate is required to provide sufficient experience history on the candidate application to verify the chosen pathway, if necessary, as well as the experience requirement below.

When experience is a requirement of the candidate’s chosen pathway, the CMP™ Board will not consider an application unless the appropriate amount of experience has been achieved.  There will be no experience waiver granted for the educational requirement.

 

Experience Requirement:

To be a qualified applicant, the applicant must have been working in one of the following fields full-time for a minimum of two years within the six years immediately prior to eligibility for certification:

  • Medicaid program administration (Medicaid program caseworker/specialist, supervisor, program administrator, etc.).
  • Law or its equivalent (e.g., lawyer, paralegal, etc.).
  • Finance or its equivalent (e.g., financial advisor, banker, stock broker, insurance agent or marketer, funeral counselor, etc.).
  • Accountant or its equivalent (e.g., Certified Public Accountant, Enrolled Agent, accountant, etc.).
  • Care management, social work or its equivalent (e.g., geriatric care management, Medicaid specialist, health care financing, long-term care underwriter, nursing home social worker/administrator, etc.).

Note:  Full-time employment is based on working more than thirty-five hours per week.  Employment need not be continuous.  A candidate with only part-time experience, defined as working less than 35-hours-a-week, needs to have at least four years of part-time experience within the last six years.

The experience requirement need not be met before the certification examination, but in the event it is not met by the time the examination is successfully passed, then the CMP™ will not be awarded until such time as the person has fully complied with this requirement.

Any applicant whose work experience does not automatically qualify as fulfillment under this requirement may wish to have his or her work experience reviewed by the Board for equivalency fulfillment.  The staff is required forward all requests for experience equivalency to the CMP™ Governing Board for review.

Additionally, each applicant must agree to abide by the CMP™ Ethical Principles and be subject to the CMP™ Disciplinary Process.

A candidate has a right to appeal any decision pursuant to the appeals process contained in the CMP™ Program Policy Manual.

Any applicant who wishes to submit an appeal can do so in writing by mailing a written request to the CMP™ Board, Attn: Candidate Appeals, 20325 Center Ridge Rd PH 815, Rocky River, OH 44116. Appeals can also be submitted via email to: info@cmpboard.org