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White Coat Investor: Fire Your Financial Advisor




A White Coat Investor Education Program

A Step by Step Guide to Creating and Implementing Your Own Financial Plan

CME content tailored for the PA, NP, and physician taught by Master Clinicians educators. Choose from courses in Orthopedics, EKG, X-rays, Laceration Repair and more!

Skills Workshops


Earn CME while enjoying our educational podcasts which touch upon various healthcare and medical topics. We interview the experts to bring you tips and tricks of the trade!

Loyalty Program

We are excited to announce our NEW Loyalty Program • Earn points that can be used towards CME • No more “use it or lose it”

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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.

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Continuing Medical Education


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