Three years ago we developed our online course, Fire Your Financial Advisor: A Step by Step Guide to Creating Your Own Financial Plan. While our financial advisor sponsors weren't super happy about that title, they quickly realized that there would always be plenty of white coat investors who still want to use a professional, and that the first part of the course simply helps clients to get good advice at a fair price if they do choose to use a pro. Since that time, thousands of people have used the Fire Your Financial Advisor course to become financially literate and put their own written financial plan into place.


The New and Improved Fire Your Financial Advisor Course

Fire Your Financial Advisor takes you from zero to hero over the course of about eight hours of coursework that you can do alone or together with your partner. The course includes videos, screencasts, worksheets, spreadsheets, quizzes (with explanations of both correct and incorrect answers), and even a final exam. The goal is to walk out of the course with your own written financial plan that you can follow to reach investing and financial success.

The White Coat Investor's Guide for StudentsWhile the price is a little high for medical and dental students (we recommend The White Coat Investor's Guide for Students book to them), it is appropriate for residents, new attendings, seasoned attendings, other high-income professionals, and their spouses. While the price is obviously more expensive than this free blog or even our inexpensive books, the benefit of the course is that it has taken information that is spread all over the internet (including this site) and distilled it down into its most essential elements, and presents it in an easy to understand framework. The course is dramatically cheaper than paying thousands of dollars to a financial advisor to teach you all this stuff and draft up a financial plan for you. In addition, the plan you write during this course will be personalized to you. You will know where it came from and how and when to modify it in the future.

Course Upgrades

This winter we have updated and upgraded the course. All the slides were improved, over half the videos were rerecorded, sound and video quality were improved, additional handouts were made, and worksheets were modified.  Some new lectures were added as well, and not only from me. We have also added short videos from Bill Bernstein, Mike Piper, Sarah Catherine Gutierrez, Larry Keller, Morgan Housel, Disha Spath, Ben White, Jonathan Clements, Rick Ferri, Paul Merriman, and Daniel Kesten at appropriate places in the course. In addition, there is a new private forum for students only, where you can ask your questions in private to me and to other students of the course.

Those who have purchased Fire Your Financial Advisor in the past get all of these upgrades absolutely free as well as continuing access to the course. Get back in there and check out all the new stuff!

Discount Offer!

If you have not yet purchased Fire Your Financial Advisor, we recommend you do so now. In fact, we're going to bribe you to do it with an additional discount. Instead of having to pay the regular price of $799, between now and February 22nd, you get all this for just $699, a discount of $100 (use coupon code WELLNESS100). As usual, there is no risk to you. You still get a 1 week, no questions asked, 100% money-back guarantee so long as you have not taken more than 25% of the course. Now you don't have to take the course in the next two weeks, you just have to buy it by midnight Mountain Time on February 22nd.

Buy the New Fire Your Financial Advisor Course Today for $799!


NEW CME Course Option! Financial Wellness and Burnout Prevention for Medical Professionals

In addition to Fire Your Financial Advisor, we have another course that we are now selling for the first time. Over the years, we have had many requests from people who wanted to use their CME dollars to buy Fire Your Financial Advisor, or be able to write it off as a business expense if they were self-employed. The issue was that the material in Fire Your Financial Advisor doesn't really qualify for CME or dental CE credit.

So we developed a new course, Financial Wellness and Burnout Prevention for Medical Professionals. This course includes EVERYTHING in Fire Your Financial Advisor AND an additional eight hours of wellness content from Nisha Mehta, Fahd Ahmad, Dawn Baker, James Turner, Bonnie Koo, Jordan Grumet, and yours truly. All of this material qualifies for CME/CE credit, and thus so does the entire course. In essence, you now have two choices:

  • Buy Fire Your Financial Advisor WITHOUT CME credit and
  • Buy Fire Your Financial Advisor (and some great additional wellness material) WITH CME credit

Yes, it is going to cost you a little more to get it with the CME-qualifying material, but for many of you, it will still be much cheaper because you are now paying for it with pre-tax dollars or even your employer's dollars. You get the same 1-week guarantee as above, so no risk to you to try before you buy.

Buy Financial Wellness and Burnout Prevention for Medical Professionals Today for $1099!

If you purchased Fire Your Financial Advisor in the past and would like to upgrade to the CME offering version, you can do so for just $300. If you need a receipt showing the total amount now paid for Financial Wellness and Burnout Prevention for Medical Professionals, shoot an email to [email protected] and she can provide that for you. Remember, you cannot JUST buy this $300 course. This is ONLY for previous FYFA purchasers.

Buy the CME Upgrade to FYFA!


Praise for Fire Your Financial Advisor Course

Still not convinced? How about a few testimonials from students?

Great course. Worth every penny.

Great course, well worth the money I paid for it. Probably made it back already with the financial plan adjustments I learned here.

Thank you for putting together such a great course! My wife and I learned a lot by watching the videos together and feel more prepared to reach our financial goals.

Awesome content and flow for course. My wife and I started with WCI as absolute beginners a couple months ago, after listening to all the podcasts, reading both books, and taking this course we both feel 100% more confident not only with where we are today, but that we will be setup for years to come with the knowledge we have gained! Thank you for all that you do!

For me a template for making my financial plan was super helpful to go along with the videos. The examples of other financial plans help me to put mine together as well as reference for later. I think the [price] was completely worth it and would recommend to my colleagues.

This course was absolutely amazing! It definitely does spoon-feed you everything you need to know to start a financial plan that you can stick with. It also separates certain portions that you can skip (student loans for me), if they don't pertain to you. It's rewatchability is also great. I think the price is worth it.

Although I am not a doctor nor am I in the medical field, I did find the investing information beneficial for handling my own portfolio. The downloadable forms are excellent guidelines for setting up and keeping track of your investments, and the resources are valuable tools for making informed decisions.. Conclusively, this course has whet my appetite for further learning, and has opened my eyes to the importance of gaining knowledge before investing.

Awesome course! Thank you! You explained everything I needed to know without the superfluous information. I am grateful.

The course is awesome! It does a fantastic job of decoding and simplifying the world of finance and investing. It's extremely helpful to walk you through making a step by step plan that covers all the major facets of the course. I strongly recommend it to anyone who wants to improve their finances!

Thank you for a wonderful course. This is a marquee course which will help me personally and help many others I am sure. Thank you for doing this, in a very real way I believe you are acting to protect the entire profession of medicine by giving this information to physicians, allowing us to feel more in control of our finances.

The value of combining financial literacy with a doctor's income is almost incalculable. The information in this course may be worth hundreds of thousands or even millions of dollars over the course of your lifetime. We're so confident you'll love it, we'll give you every dime back if you cancel within one week (and haven't watched more than 25% of it).


Buy Fire Your Financial Advisor Today! for $799 (No CME)

Buy Financial Wellness and Burnout Prevention for Medical Professionals Today for $1099! (CME eligible)

What do you think? Have you taken FYFA? What did you think of it? Comment below!