Financial Educator of the Year Award

One of the most important missions of The White Coat Investor is to boost financial literacy among physicians, dentists, trainees, and students. However, some people can only be reached face to face, one at a time. That’s why we need people out in the field who are willing to teach their colleagues and trainees in person. That’s where you can help.

Purpose of the

Financial Educator Award

Every year, we honor a physician who goes above and beyond to help spread financial literacy. Winners receive $1,000 and a feature on the WCI blog, highlighting their achievements and impact. As an incentive to put together a nice submission, the nominator who writes the best nomination of the winner will get a free WCI online course of their choice. It’s our way of recognizing a physician who has made outstanding contributions to advancing financial literacy.

Open and close dates for the 2025 year

April 1 – 25, 2025

Our goal is to celebrate the efforts of dedicated financial educators and to encourage our community to share what they have learned with others.

Nominate Someone for the Award

Submit Nomination

Past Winners

In 2019, we started the Financial Educator of the Year award to honor those attending-level physicians and dentists who are boosting financial literacy among their colleagues, trainees, and students. Here are all the past winners.

Criteria

  • You can't nominate yourself. (Sorry, get one of your colleagues or trainees to do it.)
  • Include the nominator's name, the nominee's name, and a way to contact both of you.
  • Nominators must attach a 200-600 word explanation to this form on why the nominee should win the award.
  • Nominees must be a practicing attending-level physician or dentist.
  • Nominees don’t necessarily need to be an “academic” doctor.
  • Nominees must speak and write reasonably competent English.
  • Nominees cannot be a financial professional OR have a business that compensates them for teaching doctors about personal finance. No financial bloggers, financial podcasters, financial advisors, insurance agents, etc. Anybody can submit a nomination.
  • The nominee must agree to be named and pictured on the blog. The nominator can nominate without permission, but the nominee must give permission to us before they can win. (The $1,000 and CV entry will hopefully be enough incentive.)
  • The nominator's name and submission will be published with the name and a picture of the nominee and perhaps a few words of advice from the nominee to their fellow educators.
  • There will be only one winner.
  • A nominee can only win once. Sorry to all previous winners, you're done.
  • Make sure to fill out this form to nominate someone.

The selection committee consists of the WCI staff. Yes, we're completely biased in favor of those who are dedicated to teaching personal finance and investing to doctors without regard to specialty, gender, race, religion, nationality, skin color, or sexual orientation. Don't even tell us about any of that stuff in your nomination because we don't care. We want to hear about what your nominee did to help doctors become financially literate. If you are nominated independently by multiple persons, that nomination will carry additional weight.

Resources for Teaching

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
Download

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
Download

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.

Additional Resources

Even if we can’t often make the personal one-on-one connections that all the Financial Educator of the Year award winners and nominees can with their colleagues and trainees, WCI still has plenty of information for those who are learning—and for those who are teaching. Check out all of the other resources WCI provides.

Thank you for what you do to spread financial literacy. We truly believe that a financially secure doctor is a better partner, parent, and practitioner.

Become a White Coat Investor

Medical school may not have taught you about money, but we will.

We will never sell your information. Modify your preferences or unsubscribe at any time.

We won't sell your information. Modify your preferences or unsubscribe at any time.