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The WPI is proud to announce its newest certification--

Certified Medicaid Planner™ (CMP™)


The CMP™ credential is one every advisor who is providing advice to clients in the “senior” market should have.


Considering that there will be 40 million Americans over the age of 65 by 2040 and because few advisors know proper Medicaid planning, the CMP™ 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 or on the CMP™ logo below:


If you have any questions about the CMP™ examination, please e-mail or call 269-216-9978.


© 2017 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978