Certified Medicaid Planner Designation

CMP™ Program

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Welcome to the Certified Medicaid Planner™ program. The CMP™ program is designed to award the designation of Certified Medicaid Planner™ to qualified professionals in the field of Medicaid planning.

The program is run by the Certified Medicaid Planner™ Governing Board which is an independent standards board created by the Wealth Preservation Institute to develop and implement the CMP™ program.

By setting high standards for those who earn the CMP™ designation and promoting both the designation and those who are certified to use it, the greater public interest is served. Consumers of Medicaid Planning services can rely on a CMP™ to be a highly qualified professional with the requisite knowledge, skill and ethics, to meet their planning needs.

Mission Statement
With an aging population relying ever more heavily on the Medicaid program to finance long-term care, the purpose of the CMP™ certification program is to recognize individuals with a proficient understanding of the federal Medicaid long-term care program and who are qualified to assist persons seeking to achieve Medicaid eligibility for benefits under the program.

The goal of the CMP™ program is to promote high standards of care and ethical practices in the field of Medicaid Planning. To achieve that objective, the CMP™ certification program adopts and upholds standards of qualification, standards of practice, and administers a certification exam that assesses both the knowledge and skill underlying the performance of the tasks required by a professional in the practice of Medicaid planning.

In addition to individual recognition, the CMP™ certification provides a mechanism to recognize individuals who continue to demonstrate their qualifications through adherence to the standards of professional behavior and compliance with the CMP™ continuing education requirements.

The CMP™ certification program awards the designation “Certified Medicaid Planner™” and its acronym “CMP™” to those individuals who successfully meet the educational, experience, ethical and examination requirements for professional certification.