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.

Champions Program

Student and Resident Book Giveaway

The WCI Champions Program puts free financial education into the hands of physicians and other healthcare professionals at the earliest and most impactful moments of their training, through distributing free copies of The White Coat Investor’s Guide for Students and The White Coat Investor’s Guide for Residents.

We consider this one of the most important things we do. The earlier physicians and other professionals get the right information and take control of their finances, the greater the impact on their financial lives. Financially stable professionals experience less burnout, enjoy longer and more meaningful careers, and are better positioned to give their full attention to their patients.

Group of medical students

The application window for the Champions program for the 2026/2027 academic year is September 15 – February 15.

Student Champion Eligibility

Must be first-year students in a Medical/DO, Dental, PA, NP, CRNA/AA, Podiatry, or Pharmacy School in the US.

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Resident Champion Eligibility

Must be a PGY-1 in an accredited medical or dental residency program in the US.

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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
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, request a virtual presentation with Q&A with our in-house student loan expert Andrew Paulson, CLSP.

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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