SHICK Initial Training Course Requirements

  1. Learn more about the SHICK, SMP and MIPPA programs
  2. Complete a SHICK Volunteer Partner Application (required for all applicants for initial training)
  3. Complete the application and return to the local SHICK coordinator (find your local coordinator)
  4. Coordinator will schedule and conduct an interview for suitability

After a Successful Interview

  1. Coordinator forwards the application to the State SHICK office.

  2. Coordinator provides information on the online Pre-Training below.
    1. Pre-Training study should begin immediately.
  3. The State SHICK emails the documents necessary to conduct a background check to the applicant.
    1. Applicant completes the required background check forms and mails the background check paperwork to the State SHICK office, 503 S Kansas Ave, Topeka, KS 66603.
    2. Applicant does not need to wait for notification of the background check completion to begin Pre-Training courses.
  4. State office performs background check.
    1. Sponsoring organization and applicant are notified of results.
  5. Applicant completes online Pre-Training and registers for Course 4 Basic Training.
  6. Applicant attends seven hour in-person training, Course 4 - Basic training
  7. Applicant is certified as a Medicare Grants counselor
  8. New counselor works with local Coordinator to begin solo counseling with Medicare beneficiaries

Pre-Training Instructions

Online pre-training consists of three courses covering all parts of Medicare, other insurance that works with Medicare, rights and protections, and assistance with Medicare costs. Applicants are required to complete an exam after each course. You should study each course and then complete the exam for that course.

These courses can be studied through the links on this website, downloaded and studied offline, or printed out and studied. All courses are in PDF format.

Initial Training Online Pre-Training Course 1 – Introduction to Medicare – Parts A & B 

Initial Training Online Pre-Training Course 2 – Introduction to Medicare Part C (Advantage), Medicare Part D and Medigap

Initial Training Online Pre-Training Course 3 – Introduction to Medicare Coordination, Protections and More

A separate appendix with a list of resources, links and acronyms is also available below for download.

Exams are completed online through the SHIP Technical Assistance Center Online Counselor Certification Tool (OCCT). Registration is required.

The three pre-training courses, including successful completion of exams, must be completed prior to attendance at the in-person training session. You must register for the in-person training session you plan to attend.

Applicants may also find the SHICK Counselor Handbook helpful while studying the pre-training courses. It is available as a PDF at

SMP Foundations Training

Applicants are also required to complete the SMP Foundations training and the Online Assessment. This training is available at the SMP Resource Library SMP Foundations page, SMP Foundations Training. An electronic workbook is available for download and material from this workbook will be required to complete the online assessment.

SHIP Technical Assistance Center Online Counselor Certification Tool

To register on the SHIP Technical Assistance Center (SHIP TA Center):

  1. Go to
  2. Click on the blue SHIP Logon box at the top of the page.
  3. Click on the green Submit request to be a Registered User box.
  4. Complete the required information on the Account Sign-up page and click the register box at the bottom.
  5. You will receive an email at the email address you entered to confirm that it is a working email.
    1. You must confirm your email address through the link provided in the message within 24 hours. If it has been more than 24 hours, please contact the SHICK office to have the email resent.
  6. Once you have confirmed your email address, the State SHICK Office will approve your registration and schedule you for the three required exams.

Taking the exams

  1. Log on to the SHIP TA Center.
  2. Click on the Counselor Training link in the blue bar at the top of the page below the page title.
  3. This link goes to the Counselor Training and Certification page.
    1. Click on the green Counselor Training and Certification box at the bottom of the page.
  4. Click on the Certification Tool link on the next page.
  5. Links to the SHIP TA Center and Certification Tool are also provided at the end of each course.
  6. You should see the three required exams in the Exam list. If you do not see the exams scheduled, please contact the SHICK office to have them scheduled for you.
  7. Each exam will consist of 25 questions and a passing score of 80%. You may retake the exam as many times as you need.
  8. You must pass all three exams before attending the in-person Course 4 training.

Course 4 - Basic Training

Once all required pre-training session courses have been certified, the new applicant is eligible to attend the specific session in-person. If all pre-training courses are not completed prior to the applicant's scheduled in-person Course 4 training, the applicant will not be eligible to attend the in-person training.
Initial Training Course 4: Medicare Basics -  7-hour in-person session

This course will provide comprehensive review of pre-training material, with additional topics including use of Medicare tools and SHIP reporting requirements

If you have not yet registered for Course 4, please go to the Annual Training Calendar to select a date and register.

Training Registration

Be sure to register for the in-person Course 4 training. Go to the SHICK Training Calendar to find a scheduled training and the registration link.
FileTypeSizeUploaded onDownload
SHICK Course 2 Initial Pre-Training WorkbookPDF7.34 MB19 Apr, 2018 Download
SHICK Course 3 Initial Pre-Training WorkbookPDF6.88 MB19 Apr, 2018 Download
SHICK Course 1 Initial Pre-Training WorkbookPDF6.08 MB19 Apr, 2018 Download
SHICK Pre-Training Appendix - Resources and PublicationsPDF561.80 KB20 Apr, 2018 Download