Course curriculum

    1. Welcome Video: Clarifying Values and Setting Goals

      FREE PREVIEW

    2. Before We Begin: Clarifying Values

    3. Lesson: Why Values Come First

    4. Lesson: When Expectations Clash with Values

    5. Lesson: When Values Lead the Way

    6. Exercise Prep: Values Clarification Exercise

    7. Guided Workbook Exercise: Values Clarification

    8. Bonus Exercises: Clarifying Values

    9. Before We Begin: Goal Setting

    10. Lesson: Goal Setting

    11. Guided Workbook Exercise: Goal Setting

    12. Chapter Wrap Up: Clarifying Values and Setting Goals

    13. Chapter Quiz: Clarifying Values and Setting Goals

    14. Bonus Content: Finance for Physicians Episode #192

    1. Welcome Video: Tracking Your Numbers

    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. Chapter Wrap Up: Tracking Your Numbers

    17. Chapter Quiz: Know Your Numbers

    18. Bonus Content: Finance for Physicians Episode 187

    1. Welcome Video: Spending After Residency

    2. What to Expect: Student Loans and Home Lessons

    3. Lesson Intro: Student Loans

    4. Workbook Reflection Exercise: Student Loan Repayment

    5. Before We Begin: Student Loans

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

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

    8. Lesson: Why It's Important to Keep Your PSLF Options Open

    9. Lesson: When It Makes Sense to Refinance

    10. Lesson: Student Loans and Taxes

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

    12. Estimating Your Monthly Loan Payments

    13. Wrap Up: Student Loans

    14. Student Loan Resources

    15. Lesson Quiz: Student Loans

    16. Lesson Intro: Why Your Housing Decision Matters So Much

    17. Before We Begin: Choosing a Home

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

    19. Lesson: A Tale of Two Homes

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

    21. Walkthrough: Rent vs. Buy Spreadsheet

    22. Lesson: Physician Mortgage Loans

    23. Lesson Wrap Up Video: Choosing a Home

    24. Lesson Quiz: Choosing a Home

    25. Wrap Up: Spending After Residency

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

    1. Welcome Video: Investing to Reach Your Goals

    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 Investment Plan on Track

    14. Lesson Materials: Accounts to Supplement your Retirement Savings

    15. Lesson Materials: Why Time In Market is So Important (vs. Timing the Market)

    16. Lesson: What Goes Up Must Come Down

    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

    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. 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

Coming soon!

Add your email to the mailing list to be the first to know when the course goes live next week!

Thank You

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.