Certified Medicaid Planner Designation

Continuing Education

To enhance professional development, each CMP™ must complete 20 hours of continuing education within the 3 years after receiving their certification and in every subsequent 3-year period thereafter.  Of the 20 hours required, 2 hours must be devoted to continuing education on ethics.  Of the 18 credit hours of non-ethics continuing education coursework, the courses should include at least 2 hours of each of the following subject-matter domains:

Major Medicaid Planning Domains:

  • Medicaid Structure – laws, rules, and procedures (Area I);
  • Trusts – creation, implementation, use and taxation (Area II);
  • Financial Services – Annuities and life insurance (Area III); and
  • Medicaid Advocacy – Fair Hearings, Administrative Appeals, Courts (Area IV).

The Board does not provide continuing education courses. Continuing education can be provided by anyone and the Board does not support, endorse or give preference to courses provided by any one particular company or organization. A certificant is required to provide a certificate of attendance which indicates the subject matter and the amount of hours of instruction. A syllabus or course outline may also be provided as proof of attendance, along with contact information for the presenter who can verify that the CMP™ attended the program and answer any questions regarding course content.

The CMP™ Board believes that while most laws and rules remain constant in the field of Medicaid Planning until a major reform works its way through Congress, there are general evolutions in planning and planning techniques as well as trends that a planner should stay abreast of.  For this reason the Board would like to see approximately 6 hours of general education per year per certificant or more, but no less than 20 hours over 3 years as part of the certificant’s commitment to ongoing professional development and as part of the program’s commitment to maintaining excellence through certification.