Course curriculum

    1. Welcome Video: Clarifying Values and Setting Goals

      FREE PREVIEW

    2. How to Use Your Course Workbook

    3. Before We Begin: Clarifying Values

    4. Lesson: Why Values Come First

    5. Real-World Example: When Expectations Clash with Values

    6. Real-World Example: When Values Lead the Way

    7. Exercise Prep: Values Clarification Exercise

    8. Guided Workbook Exercise: Values Clarification

    9. Bonus Exercises: Clarifying Values

    10. Before We Begin: Goal Setting

    11. Lesson: Goal Setting

      FREE PREVIEW

    12. Guided Workbook Exercise: Goal Setting

    13. Chapter Wrap Up: Clarifying Values and Setting Goals

    14. Chapter Quiz: Clarifying Values and Setting Goals

    15. Bonus Content: Finance for Physicians Episode #192

    1. Welcome Video: Tracking Your Numbers

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    2. Before We Begin: Tracking Your Numbers

    3. Lesson: Understanding Cash Flow

    4. What to Expect: Pay Stub Walkthroughs

    5. Walkthrough: Monthly Pay Stub

    6. Walkthough: Bi-Monthly Pay Stub

    7. Walkthough: Bi-Weekly Pay Stub

    8. Workbook Exercise: Pay Stub Exercise

    9. Guided Workbook Exercise: Calculating Your Monthly Income (Inflows)

    10. Lesson: Where Is Your Money Going (Outflow)?

    11. Walkthrough: Spending and Budgeting Template

    12. Workbook Exercise: Spending Reflection

    13. Lesson: Tying It All Together

    14. Lesson: Why Your Net Worth Matters

    15. Walkthrough: Net Worth Tracker Template

    16. Workbook Exercise: Net Worth and Reflection Exercises

    17. Chapter Wrap Up: Tracking Your Numbers

    18. Chapter Quiz: Know Your Numbers

    19. Bonus Content: Finance for Physicians Episode 187

    1. Welcome Video: Spending After Residency

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    2. Lesson Intro: Student Loans

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    3. Workbook Reflection Exercise: Student Loan Repayment

    4. Before We Begin: Student Loans

    5. Lesson: What is Public Service Loan Forgiveness (PSLF) and Who Qualifies

    6. Lesson Materials: Public Service Loan Forgiveness (PSLF) Checklist

    7. Real-World Example: Why It's Important to Keep Your PSLF Options Open

    8. Lesson: When It Makes Sense to Refinance

    9. Lesson: Student Loans and Taxes

    10. Lesson: Balancing Student Loan Repayment with Other Financial Goals

    11. Workbook Exercise: Estimating Your Monthly Loan Payments

    12. Lessons Wrap Up: Student Loans

    13. Lesson Quiz: Student Loans

    14. Lesson Intro: Choosing a Home

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    15. Before We Begin: Choosing a Home

    16. Lesson: Deciding If Renting or Buying Makes More Sense (Right Now)

    17. Real-World Example: A Tale of Two Houses

    18. Lesson: How Much House Can You Really Afford?

    19. Walkthrough: Rent vs. Buy Comparison Spreadsheet

    20. Lesson: Physician Mortgage Loans

    21. Lesson Wrap Up Video: Choosing a Home

    22. Lesson Quiz: Choosing a Home

    23. Wrap Up: Spending After Residency

    24. Bonus Content: Finance for Physicians Episode 196 and 185

    1. Welcome Video: Investing to Reach Your Goals

      FREE PREVIEW

    2. Before We Begin: Investing to Reach Your Goals

    3. Workbook Exercise Intro: Risk Tolerance

    4. Lesson: Investment Basics

    5. Lesson: Other Investment Types

    6. Lesson: Why Diversification Matters

    7. Lesson Materials: Sample Portfolios

    8. Quiz: Investment Basics

    9. Lesson: Time Horizons

    10. Lesson: Making the Most of Your Employer Retirement Plan

    11. Lesson Materials: Retirement Account Setup Checklist

    12. Lesson: Understanding the 457(b) Plan

    13. Lesson: Keeping Your Investments on Track

    14. Lesson Materials: Accounts to Boost Your Retirement Savings

    15. Lesson: What Goes Up Must Come Down

    16. Lesson Materials: Time in the Market, not Timing the Market Is Key

    17. Chapter Wrap Up: Investing to Reach Your Goals

    18. Chapter Quiz: Investing to Reach Your Goals

    19. Bonus Content: Finance for Physicians Episode 199

    1. Welcome Video: Protecting Your Financial Foundation

      FREE PREVIEW

    2. Before We Begin: Protecting Your Financial Foundation

    3. Lesson: Disability Insurance

    4. Workbook Exercise: Disability Insurance Check-Up

    5. Lesson: Life Insurance

    6. Workbook Exercise: How Much Life Insurance Do You Need?

    7. Lesson: Umbrella Insurance

    8. Lesson: Estate Planning

    9. Workbook Exercise: Estate Planning Prep

    10. Chapter Wrap up

    11. Chapter Quiz: Protecting What You’ve Built

    12. Bonus Content: Finance for Physicians Episode 191

    1. Welcome Video: Course Wrap Up

    2. Workbook Exercise: Prioritizing Next Steps

    3. Workbook Template: Financial Check-in

    4. Download Your Workbook

About this course

  • $349.00
  • 93 lessons
  • 2 hours of video content

FAQ

  • Who is this course designed for?

    This course is for physicians transitioning from residency to early practice who want to start strong financially and avoid common pitfalls. It’s practical and physician-specific—built to help you become an expert in your personal finances, without needing to become a financial expert. From budgeting and student loans to investing and home buying, we focus on the real decisions that matter most right now.

  • What’s the background of the team who built this course?

    This course was created by a team of Certified Financial Planners™ who specialize in working with physicians. We’ve helped hundreds of doctors navigate the transition from training to practice, and every lesson reflects the real-life decisions they’ve faced—and the strategies that work.

  • How much time will this course take?

    You can complete the full course in about 3 to 5 hours. Most videos are under 10 minutes, and how much time you spend in the workbook exercises is up to you. What you choose to focus on—like student loans, home buying, or investing—will shape your pace. Some learners finish in a weekend, while others take it step-by-step over a few weeks.

  • What’s included in the course—and how is it structured?

    The course is built for busy physicians who want clear, actionable guidance. Each topic includes a short video lesson (most under 10 minutes), paired with digital workbook exercises to help you apply what you’ve learned. You’ll also get tracking tools and quick knowledge checks to reinforce key points. Everything is designed to be practical, efficient, and focused on real-life decisions—so you can make progress without feeling overwhelmed.

  • Do I need any financial background to take this course?

    Not at all. This course was built specifically for physicians—not finance majors. You won’t find complicated jargon or overwhelming theory here. Instead, we break things down clearly and focus on real decisions you’re likely facing right now—like how to manage your student loans, start investing, or build your first attending budget.

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