Programs

At The White Coat Investor, we are deeply grateful for the support of our community and are committed to giving back in meaningful ways. To help spread financial literacy and empower the next generation of physicians and high-income professionals, we’ve created a range of programs. From scholarships and book giveaways for medical students to awards for outstanding financial educators and bulk book order options, these initiatives are our way of saying thank you and ensuring that valuable financial knowledge is accessible to all.

Champion Program

Medical Student Book Giveaway

Our Champions program aims to put The White Coat Investor’s Guide for Students book into the hands of every first-year medical and dental student in the US. This program is one of the most important things we do as a company, because medical school is such an impactful time for students to become financially literate.

Even though the book is primarily focused on medical and dental students, we expanded the program in October 2023 to include US-based PA, NP, Pharmacy, Dental, and Medical/DO Schools.

Group of medical students
APPLICATIONS TYPICALLY RUN SEPTEMBER – FEBRUARY
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Financial Educator Award

The White Coat Investor Financial Educator Award recognizes individuals who are making a significant impact by promoting financial literacy among their colleagues, trainees, and students. This award celebrates those who are dedicated to empowering others with the knowledge and tools needed to achieve financial independence. Winners receive a $1,000 cash prize as a token of our appreciation for their efforts to spread financial education and improve the financial well-being of their communities.

THE NOMINATION PERIOD IS DURING THE MONTH OF APRIL
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Learning Opportunities

Want to help spread financial literacy? We try to make it a bit easier by providing these presentations.

Presentation for Attendings

Topics covered:

  • Financial literacy
  • Student loan management for attendings
  • Financial advisors
  • The five insurance policies you need and two you don't
  • Basics of retirement accounts
  • The benefits of index funds
  • Basics of estate planning
  • Basics of asset protection
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Presentation for Residents

Topics covered:

  • Financial literacy
  • Student loan management for residents
  • Disability insurance
  • Term life insurance
  • Know your retirement accounts
  • A written financial plan
  • Contract evaluation
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Presentation for Medical Students

Topics covered:

  • Financial literacy
  • Living frugally
  • School/residency choice
  • Specialty choice
  • Student loan management
  • Owning vs. renting during residency
  • Financial steps as you leave medical school
Download

If you would like to do a deeper dive on student loans or have someone do it for you, contact our in-house student loan experts at studentloanadvice.com.

Medical School Scholarship

The White Coat Investor Medical School Scholarship is a way for the entire WCI community to “pay it forward.” The scholarship has no endowment fund so the money is raised anew every year. The purpose of the scholarship is to directly reduce the indebtedness of a few students and to promote financial literacy in professional schools. Tens of thousands of dollars in scholarship money and prizes are available to medical, dental, and other professional degree students who earn one of the 10 scholarships we award each year.

APPLICATIONS ARE ACCEPTED FROM JUNE 1 – AUGUST 31
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Bulk Book Orders

Thank you for your commitment to spreading financial literacy among medical students, residents, and your colleagues. We offer bulk book pricing for orders of 25+ of any of The White Coat Investor's books.

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