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Certified Medicaid Planner (CMP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Certified Medicaid Planning Governing Board
Qualification and Training Requirements
Prerequisites

Eligible candidates must meet at least one of the following educational requirements:

  • A juris doctorate, or a master's degree in accounting, health financing or social work;
  • A bachelor’s or associate’s degree, plus two 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;
  • Professional securities license(s), insurance license(s) for life and health insurance lines in one or more state, or CFP designation, plus two 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; or
  • 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.

Eligible candidates also must meet an experience requirement, which includes 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;
  • Law or its equivalent;
  • Finance or its equivalent;
  • Accountant or its equivalent; or
  • Care management, social work or its equivalent.
Designation Training Requirements

None (see above for prerequisite education requirements)

Designation Exam Type

Final certification exam (online at testing center, closed book, proctored)

Continuing Education Requirements

20 hours every three years

Verification and Complaints
Online Designation Resource

Online at Verify a CMP

Investor Complaint Process

Online or in writing, using the organization's grievance form

Published List of Disciplined Designees

None