Here at The White Coat Investor we see great value in online education. Sometimes that education occurs on social media or forums and other times it occurs via email or blog posts. However, there are occasions that a more formal approach is warranted. Organized, formal online courses fill an educational niche that other formats cannot equal. While they usually cost more than other approaches, the benefit comes in the time savings provided by the organized, distilled material as only the high-yield material is presented within an established framework. We have seen great success and feedback on our own courses, and have partnered with others to bring their courses to The White Coat Investor Community. On this page we provide a brief summary of each of our courses.
CFE 2021 is an exciting new addition to our course lineup compiled from our 2021 Physician Financial Literacy and Wellness Virtual/LIVE Conference held March 4-6, 2021.
Packed with 50+ hours of high-yield content for physicians, dentists, and other high-income professionals, this conference will help you learn how to reduce burnout, improve your practice management, and increase your financial literacy to save yourself thousands of dollars (yes, possibly even millions) throughout your life. Keynote presentations from Christine Benz, Mike Piper, Allan Roth, and Jim Dahle.
The content is truly top-notch and absolutely filled with actionable information for every level of investor. CFE 2021 is approved for up to 17 CME credits!
This is THE original White Coat Investor online course. It is designed to take you from zero to hero in 8 short hours. It will teach you the financial literacy you never learned in medical school or residency and help you write your own financial plan. It is deliberately titled provocatively, but you will find that this course is useful even to those who wish to use a financial advisor because it will help you ensure you are getting good advice at a fair price. The course is dramatically cheaper than hiring a professional financial planner to draw up your plan and takes much less time than trying to find all of this information online and in your library. Upgraded and updated in 2021, it now also includes material from Bill Bernstein, Jonathan Clements, Sarah Catherine Gutierrez, Mike Piper, Daniel Kesten, Morgan Housel, Larry Keller, Disha Spath, Paul Merriman, and Ben White. There is no risk here. It comes with a one week, no-questions-asked, 100%-money-back guarantee as long as you have taken less than 25% of the course.
This course includes the entirety of Fire Your Financial Advisor PLUS 8 hours of CME and Dental CE approved wellness and burnout prevention and treatment material from Nisha Mehta,MD, Fahd Ahmad, MD, Dawn Baker, MD, James Turner, MD, Bonnie Koo, MD, Jordan Grumet, MD, and James Dahle, MD. You may use your CME fund to pay for this course or potentially even write it off as a business expense if you are self-employed. If you have already purchased FYFA and just need to upgrade to this course, you can purchase that here for $300.
Peter Kim from Passive Income MD hosted a virtual Financial Freedom Through Real Estate Conference in 2020 with 20+ speaker sessions packed with wisdom and authority. Every single speaker brought important tips that you can use to launch your path to financial independence right away. Initially the event was free during the conference but you can purchase it now here .
The VIP access is $197 post event.
- 21+ Speakers – on a wide array of topics including but not limited to:
- Owning rental properties
- Self-Managing rental properties
- Building the right team for success
- Investing in syndications and funds
- Proper Asset Protection & Tax Strategies
Paid VIP members will receive lifetime access to recordings and access to VIP Question & Answer.
Have you thought about building multiple income streams but aren’t sure where to start? Have you looked into real estate investment but need help to succeed? The good news is you CAN invest wisely and GROW your wealth. You CAN learn how to invest in real estate. You CAN find financial freedom. You just need to learn HOW from people who have already figured it out.
Jimmy at the Physician Philosopher has a new course, the Medical Degree to Financially Free course. It provides a 5 Step Process to help doctors pay down their debt, invest towards individualized goals, and find the financial freedom a doctor deserves. The purpose of the course is to provide a how to cash flow plan that will help you accomplish these goals.
Membership into the Medical Degree to Financially Free Course includes all of the following:
- The MD to Financially Free course, which outlines the step-by-step path to take to find your financial freedom.
- Access to the private MD Financially Free Facebook Group
- Live Office Hours within the Facebook Group
- Worksheets and Guides to Help You Through the Step-by-Step Cash Flow process
- Bonus Videos with experts in the financial world, including Ryan Inman, Sarah Catherine Gutierrez, Justin Harvey, and Larry Keller.
The major differences between this course and our FYFA course is the private Facebook group with the weekly live office hours. FYFA is more an overarching “what is needed in a comprehensive financial plan” and MDFF is more of a “how-to get started” building a cash flow plan that will get you to automatic financial freedom. FYFA is big picture and MDFF is more street level nitty gritty. Full refunds will be provided if you decide it isn't working for you within the first 14 days, so there is no risk to you. Check out this free webinar by Jimmy, The 3 Myths to Finding Financial Freedom, to learn more.
Dr. Cory S. Fawcett, The Financial Success MD, has created a training program just for you, The Doctors Course to Automating Your Real Estate Investments. He designed this course to teach you how to manage investment real estate with a lot less time and effort. Once you have implemented the automations from the course, you will have more time to spend with your family, enjoy your favorite hobbies, do your clinical work, or even go buy more investment properties. You will find you have more time and more rental properties, providing even greater cash flow and appreciation.
For $497 you receive lifetime access to The Doctors Guide to Automating Your Real Estate Investments with 100% money back guarantee.
Subtitled The Latest in Physician Wellness and Financial Literacy, this course is bundled up from our WCICON20 conference in Las Vegas, and contains over 34+ hours of video content from dozens of the best-known names in physician financial education and wellness. It also offers 10+ hours of CME or Dental CE Credit, so you can use your CME funds to pay for it or at least write it off as a business expense. No risk here. It comes with a 1 week, no-questions-asked 100% money back guarantee if you have watched less than 10% of the course.
This is the online version of the very first Physician Wellness and Financial Literacy Conference which took place in Park City, Utah in March 2018. It features a star-studded faculty including William Bernstein, Jonathan Clements, Nisha Mehta, Bonnie Koo, and Mike Piper. 12 hours of classes plus a panel featuring some of your favorite bloggers. Once more, there is no risk here. If you cancel in the first week and have not watched more than 25% of it, you can get 100% of your money back. But let's be honest–nobody ever asks for their money back. All the same info that the attendees got while spending 10% of the money. What's not to like?
Want to increase your income without increasing the amount of work you have to do? Work smarter, not harder. This course, including one short module I made for it, will teach you the medical billing and coding system. Even if you don't wish to do your own coding, the course will help you to increase your private practice income. Developed by urologist Henry Rosevear, MD, the course walks you through the intricacies of the system we labor under and shows you where the hidden dollars lie. CMS has made some pretty dramatic changes to how billing and coding for outpatient encounters will work starting in 2021 and Dr. Rosevear has even added a new presentation to explain those changes. Get paid more with the same amount of work by taking this short course.
The course now includes a new module on the 2021 CMS changes for outpatient encounters.