Considering that there will be 40 million Americans over the age of 65 by 2040 and because few advisors know proper Medicaid planning, the WPI-Wealth Preservation Information Certified Medical Planner credential is one that was very much needed in our industry. Most clients and their advisors have no idea that, in order to receive financial assistance through Medicaid, they have to spend down their "countable" assets to $2,000 (single clients) or less.  It is because of this reason that the WPI believes every advisor giving advice to clients age 60 and older should know this subject matter.  ​The CMP is the only Medicaid credential of its kind in the legal, accounting, financial services, and insurance industries. By obtaining this credential, advisors are demonstrating to their clients that they not only know this vitally important subject matter, but that they have been rigorously tested on it as well. For information on how to qualify to be a CMP, view a copy of the candidate application provided by the Governing Board by clicking here.  To download a copy of the CMP candidate application, please click here. For more information about the CMP candidate examination, click here. Third party accreditation—Because of the problems in the financial services field with fly-by-night designations, The WPI has taken the extra step with the CMP to go through an accrediting process of its own through an outside third party.The WPI is pleased to sponsor the Certified Medicaid Planning (CMP) certification.  The CMP is governed by an independent standards board that is solely responsible for developing the certification requirements and certification examination. For more information about certification through the CMP program,click here.

Certified Medicaid Planner 

The WPI is proud to announce its newest certification--Certified Medicaid Planner (CMP) 

The CMP credential is one every advisor or financial consultant who is providing personal financial planning to clients in the “senior” market should have. 

Financial Consultant

CMP Candidate Handbook 

CMP Ethical Principles

CMP Mission Statement 

CMP Policy and Procedure Manual