Personal Finance for Physicians Course
Course Overview:
This comprehensive 9-module video course is designed specifically for physicians seeking to gain control over their personal finances. Each module delivers actionable insights without unnecessary complexity. Unlike other courses, this material was developed by a physician educator with three decades of teaching experience, an MBA, and prior ownership of a small, boutique investment advisory firm.
Modules Include:
- Introduction to Physician Finance
- Understanding Disability Insurance
- Navigating Life Insurance Options
- Investment Instruments Explained
- Building Your Investment Portfolio
- Retirement Planning Strategies
- Saving for College Education
- Home Ownership and Insurance Essentials
- Car Ownership and Insurance Insights
Key Features:
- Tailored content for medical professionals
- Developed by a physician who has an extensive background in finance and business for physicians
- Concise and focused video modules
- Lifetime access to course materials
- Practical tools and resources included
Finance Rounds: A Personal Finance Video Course for Physicians By Peter B. Richman, MD, MBA This 9-part video series was created by a seasoned physician educator and former registered investment advisor to help doctors master essential personal finance topics without the fluff. Each video delivers focused, high-yield guidance on: Disability & life insurance Investment basics and portfolio design Retirement & college savings strategies Smart home and car ownership decisions Built for busy clinicians, this course offers practical, no-jargon advice from someone who understands medicine and money.