Medicare for Financial Planners is a 10-module program designed for planners wanting in-depth knowledge of the rules and regulations regarding Medicare to help clients navigate the Medicare maze. While planners can choose to complete the entire program, there is no specific sequence and each course module can be taken individually on its own.


This course addresses the basics of Medicare Advantage (MA) Plans, a private insurance alternative to Original Medicare that must cover the same baseline benefits as Original Medicare. We’ll see how MA Plans can use networks of providers and service areas, require referrals for specialists, include additional benefits not covered by Original Medicare, and affect a beneficiary’s out-of-pocket costs. You’ll learn about several different types of Medicare Advantage Plan, such as health maintenance organizations and Special Needs Plans, and find out the services that plans must cover and how they may charge different costs or impose different terms than Original Medicare. Finally, we’ll explore beneficiary rights and protections in MA Plans and how these are enforced through grievances and appeals. 

Level of Complexity: Intermediate

Course Information
Course Date:
March 16, 2018
Course Objectives
  • Identify the main types of Medicare Advantage Plans
  • Discuss how and when to file a formal complaint, called a grievance
  • Explain how Medicare Advantage is different from Original Medicare
  • Understand the basics of what Medicare Advantage Plans cover, and at what costs
Medicare Advantage Plans
Speaker Information
Medicare Rights Center  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.50
Products
This course is no longer available for purchase.