Advisors Guide to Medicare and Medicaid

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Course Description:

This course provides a detailed study of Medicare, Medigap policies, and Medicaid. In each of these programs, the areas of eligibility, enrollment, benefits, deductibles, and co-payments are analyzed in great detail. This course also includes a chapter on Medicaid Planning discussing the issue of transferring assets during the "crisis stage," use of Trusts, qualifying Medicaid Annuities and Promissory Notes.

Learning Objectives

Upon completion of this course the student will be able to:

  • Define the basics of the Medicare and Medicaid Programs
  • Identify the various Parts of Medicare and their mechanics
  • Determine program eligibility
  • Calculate the advantage between Original Medicare and Medicare Supplemental Insurance
  • Select appropriate coverage options
  • List the arguments pro and con of Medicare reform
  • Apply ethical standards for Medicaid planning

CIMA/CPWA Credit Hours: 5

Course Details

Credit Hours





Last Updated:  January 2020
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