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The WPI is proud to announce its newest certification course--

Certified Medicaid Planner™ (CMP™)

The CMP™ certification course is the recommended education/certification course ALL advisors should take to learn and become proficient with Medicaid planning.

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™ course is one that was very much needed in our industry.

Most 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).  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.

To purchase the CMP™course (to start online or to come to the in next in person training), please click here.

To reivew the Table of Contents for The Medicaid Planning Guidebook you can use to study for the CMP™ exam, please click here.  

To order the The Medicaid Planning Guidebook, please click here.

If you buy the Guidebook prior to signing up to take the exam to become a CMP™ and then decide to sit for the exam, the amount you paid for the Guidebook will be credited towards your cost to sit for the exam.

If you have any questions, please e-mail info@thewpi.org or call 269-216-9978.

If you would like to buy an educational DVD where Roccy DeFrancesco, JD, CWPP, CAPP, CMP explains the problems that confront seniors when it comes to Medicaid planning, you can do so for $5 by clicking here or on the blue picture next to the Medicaid Guidebook below.

 

 

 
 
 

© 2012 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978