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In Partnership With

White Coat Investor: Fire Your Financial Advisor

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Course Summary

Credits:

Format:

Course

Cost:

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$799

A White Coat Investor Education Program

A Step by Step Guide to Creating and Implementing Your Own Financial Plan. When you finish the course, you’ll feel confident that:

• You have all the insurance you need at the best possible price and none of the insurance you don’t need

• You are managing your student loans the right way, maximizing the benefits of government programs, minimizing interest paid, and getting out of debt as soon as possible

• You are either capable of managing your investments yourself, or you are paying a competent advisor a fair price to do it for you

• You are saving enough money to reach your goals and can spend the rest on whatever you like without feeling guilty

• You aren’t paying any more taxes than you need to

• Your children and your assets will be taken care of if something should happen to you

• Your assets are protected from lawsuits as much as possible with a simple, straightforward, and inexpensive plan

• You have a written plan to follow that will guarantee your financial success

Topics Covered in the

Course

Over the years that I’ve been helping doctors and other high income professionals stop doing dumb stuff with their money, I’ve learned that most of them aren’t hobbyists. They don’t find personal finance and investing all that interesting. In fact, if given the choice, they’d rather not do it at all. Ideally, they would hire a “money guy (or gal)" who would take care of all this for them for a reasonable price.

Unfortunately, one of two things usually happens. The first is that they hire a “money guy,” but that person either gives crummy advice or charges too much for good advice. The second is that they become so busy or so paralyzed about which “money gal” to hire that they don’t do anything at all. Either way, they leave a lot of money on the table and go through life with a sense of unease that they are doing something wrong with their finances.


Does that describe you? If so, it’s time to get rid of that unease. I know you’re busy. I know you don’t actually enjoy this stuff. But you also know that you need to learn this stuff. I’m going to help you do it in the least painful way possible.


This course is for you. No more wading through dozens of books at the library, scrolling through hundreds of blog posts on dozens of blogs, or checking in daily with online forums trying to gain a financial education the way the hobbyists do. For 1/10th the price and half the time of hiring a professional financial planner, this course will take you from feeling anxious and having no plan to having a written financial plan you can follow the rest of your investing career as a professional and a retiree. This course is the material that should have been taught to you in college, medical school, or residency but never was.


Benefits of the Course

When you finish the course, you’ll feel confident that:

  • You have all the insurance you need at the best possible price and none of the insurance you don’t need

  • You are managing your student loans the right way, maximizing the benefits of government programs, minimizing interest paid, and getting out of debt as soon as possible

  • You are either capable of managing your investments yourself, or you are paying a competent advisor a fair price to do it for you

  • You are saving enough money to reach your goals and can spend the rest on whatever you like without feeling guilty

  • You aren’t paying any more taxes than you need to

  • Your children and your assets will be taken care of if something should happen to you

  • Your assets are protected from lawsuits as much as possible with a simple, straightforward, and inexpensive plan

  • You have a written plan to follow that will guarantee your financial success



While every clinician needs to master the art of medicine and refine their skills, it is equally important for clinicians to understand basic financial education and preserve wealth from all the hard work.


**This educational program was created by our partners at White Coat Investors. Please note that promotions and coupons from Master Clinicians do not apply.

The Master Clinicians Urgent Care Membership

Our Best CME Value—Even Better in 2026

As a member, you choose the courses that matter most to you and learn at your own pace—anytime, anywhere. Gain access to over 150 CME credit hours of high quality educational lectures taught by industry leaders from AFC, GoHealth, CityMD, PM Pediatrics, UCA/NERUCA, NextCare, and top academic centers including Northwell, Mount Sinai, and Johns Hopkins.

Over $6,500 worth of CME value for only $1,000!

1 year of unlimited access to our Urgent Care CME Library.

Access 150+ on-demand CME credits—anytime, anywhere.

JUCM™ Digital Edition Included for FREE in 2026

NEW FOR 2026: 

Your membership now includes Master Clinicians + JUCM™, giving you access to up to 216 CME credits—all in one subscription.

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Master Clinicians
150 CME Library

  • One full year of unlimited access to our 150 CME credit Urgent Care CME Library

  • Over $6,500 in CME value for just $1,000

  • Learn at your own pace—choose only what you need

  • Expert faculty from leading urgent care organizations and academic centers

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+ JUCM™ Digital Edition
66 CME - FREE in 2026

  • Earn up to 66 CME hours from peer-reviewed articles

  • 1 CME credit per article (up to 3 credits per monthly issue)

  • Full access to JUCM™ archives dating back to 2006

  • Read articles individually for maximum on-demand flexibility

Membership educational content accessed through the Master Clinicians platform is eligible for CME credit, as indicated (216 CME credits). Additional archived JUCM™ articles (dating back to 2006) hosted on the JUCM™ website are available in read-only format and do not offer CME credit.

POPULAR CME ACTIVITIES

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Urgent Care X-ray

Crash Course Series

(9 CME credits)

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DOT Examiner Certification

(10 CME credits)

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Mastery Workshop:

Orthopedics

(4 CME credits)

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Coming in 2026 JUCM™ Digital Edition

(66 CME credits)

Included CME

URGENT CARE

RADIOLOGY

CARDIOLOGY

ENT

FAMILY MEDICINE

OPHTHALMOLOGY

PATIENT EXPERIENCE

PSYCH AND MENTAL HEALTH

UROLOGY

BONUS CONTENT

JUCM™ DIGITAL EDITION

​​

  • Coming in 2026 - Annual Subscription to The Journal of Urgent Care Medicine (66 CME Credits)

DOT & WORKER COMP

ORTHOPEDICS

DERMATOLOGY & WOUNDS

PEDIATRICS

WOMEN'S HEALTH

TELEMEDICINE

TRAUMA & EMERGENCY

TRAVEL, TOXICOLOGY & ENVIRONMENTAL

The Annual Urgent Care Subcription Offers Access to the Entire Urgent Care library! 

As a subscriber, you can decide what course you like and learn at your own pace. There are over 150 CME credits hours of educational lectures taught by the industry’s best from AFC, GoHealth, CityMD, PM Pediatrics, UCA/NERUCA, NextCare, and Academic Centers such as Northwell, Mount Sinai and Johns Hopkins.

Over $6,500 worth of CME value for only $1,000!

One full year of unlimited access to our curated Urgent Care CME Library.

Access 150+ on-demand CME credits—anytime, anywhere.

POPULAR CME ACTIVITIES

Rapid Fire Xray Crash Course for Urgent Care Chest X-Ray 1,2,3 (Exp).png

Urgent Care X-ray

Crash Course Series

(9 CME credits)

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DOT Certification/

Recertification Course

(10 CME credits)

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Mastery Workshop:

Urgent Care Orthopedics

(4 CME credits)

Included CME

URGENT CARE

RADIOLOGY

DOT & WORKER COMP

ORTHOPEDICS

DERMATOLOGY & WOUNDS

PEDIATRICS

WOMEN'S HEALTH

CARDIOLOGY

ENT

FAMILY MEDICINE

IUCM LEGACY COURSE

OPHTHALMOLOGY

PATIENT EXPERIENCE

PSYCH AND MENTAL HEALTH

TELEMEDICINE

TRAUMA & EMERGENCY

TRAVEL, TOXICOLOGY & ENVIRONMENTAL

UROLOGY

Included CME

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