Continuing Financial Education 2020 (WCICON20) | White Coat Investor (2024)

The Latest in Physician Wellness and Financial Literacy

This course consists of over 34 hours of video content from some of your favorite speakers, bloggers, podcasters, and authors including:

Eligible for CME

This course is eligible for 10 credit hours of CME and Dental CE. That means you can use your CME/CE fund to purchase it. It also means that the self-employed can write it off as a business expense, paying for it with pre-tax dollars, lowering the after-tax price for most docs by 30-50%!

Mandatory CME/CE Statement

This activity has been designed to meet the educational needs of physicians and dentists involved in the care of patients.

After completing this activity, the participant should be better able to:

  1. Understand the factors influencing burnout and the options to reduce personal risk and symptoms related to burnout
  2. Discuss factors that enable one to recover from psychologically challenging clinical cases related to “second victims” of such cases
  3. Describe the benefits of self-knowledge for clinicians and highlight strategies to maintain joy in clinical practice and in personal life
  4. Specify action steps that can be taken to reduce malpractice

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of SynAptiv and the Advanced Continuing Education Association (ACEA). This activity is jointly provided by SynAptiv and ACEA. SynAptiv is accredited by the ACCME to provide continuing medical education for physicians. SynAptiv designates this enduring material for a maximum of 10 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. Dental professionals may claim up to 10 continuing education credits for this activity. This activity has been planned and implemented in accordance with the standards of the American Dental Association CERP through the joint program provider approval of Affordable CE and ACEA. Affordable CE is approved for awarding ADA CERP credit.

The following faculty, planner and/or content manager reported the following financial relationship with commercial interests whose products or services may be mentioned in this CE activity: Crispy Doc: Collective Medical, Ad Hok Clinical Advisory Board

Content

Continuing Financial Education 2020 (WCICON20) | White Coat Investor (3)There are over 34 hours of high-quality video and audio content including lectures, screencasts, and panels. Topics include:

Burnout prevention, burnout treatment, physician wellness, sexual health, debt management, financial planning, retirement, stock investing, risk control, real estate investing, passive income, work-life balance, estate planning, asset protection, tax reduction, practice management, and more.

Here is the course list:

  1. The State of Physician Wellness: A Review of the Literature
  2. Sexual Health and How it Affects Patients and Physicians
  3. Panel: Boosting Career Longevity for Women
  4. Recovering from Cases that Make You Cry
  5. Self-Knowledge: The Key to Managing Physical and Financial Health
  6. Who Owns You? What Happens to the Physician-Patient Relationship When the Doctor Does Not Own the Practice
  7. Panel: Extreme Solutions for Burnout–Practice part-time or leave medicine completely
  8. Choosing Joy Over Despair: How You Can Get Fired Up In Your Career Instead of Burning Out
  9. Panel: Educating the Next Generation on Wellness and Financial Health
  10. Panel: Adventures in Burnout: Recognizing and Beating the Burn
  11. Protecting Yourself and Your Patients from Malpractice
  12. Exploring the Tax-efficient Waterfall
  13. The Education of an Index Investor
  14. Panel: Insurance-Disability, Life, Property, Liability, Health
  15. Panel: Recognizing and Interacting Appropriately with Financial Advisors
  16. FatFIRE: Living Large and Giving Large
  17. Building Streams of Passive Income
  18. Physicians and Financial Planning
  19. Tax Planning of White Coat Investors
  20. Financial Independence in 5 Years with a Cash Balance Pension
  21. Annihilate Your Student Debt
  22. Panel: Investing for Retirement and College
  23. Pitfalls in Physician Contracts
  24. Surviving a Bear Market
  25. Estate Planning: Taking Care of Those You Care About Most
  26. How to Achieve Financial Freedom Using Direct Real Estate Investing
  27. Financial Independence, Retirement Optional
  28. Pay Only Your Fair Share: How to Legally Lower Your Taxes
  29. Factor Investing: Implications on Portfolio Construction
  30. Confronting an Uncertain Future
  31. The Psychology of Investing
  32. Student Loan: Past, Present, Future, and Advanced Payoff Strategies
  33. Bridging the Intimacy Gap
  34. Physician Wellness in the Modern Medical Practice

Listen In Your Car

This online course is hosted on Teachable, which has an app for iPhones and iPads. So you can download it and listen to it in your car during your commute, just like a podcast (not available on Android).

No-Risk to You

Continuing Financial Education 2020 (WCICON20) | White Coat Investor (5)Like all of our online courses, this one comes with a guarantee. If you purchased it less than a week ago and have watched less than 10% of it (yes we can track it), you can request a no-questions-asked, 100% money-back refund simply by emailing [emailprotected]. Buy today and it is yours to watch as many times as you want, at your convenience, indefinitely.

A Special Promotional Price

The regular price for this is a steal at just $649. That's less than 1/4 of the price per hour of instruction of most physician-directed financial courses that don't even offer CME. We consider this price to be the resident/military/PA/NP/pharmacist price. We just give it to everybody because we don't think it is fair to gouge attending physicians and dentists.

Buy Continuing Financial Education 2020 Today!

Continuing Financial Education 2020 (WCICON20) | White Coat Investor (2024)

FAQs

Who is the owner of the White Coat investor? ›

James M. Dahle, MD, FACEP, FAAEM is a practicing emergency physician and the founder of The White Coat Investor. After multiple run-ins with unscrupulous financial professionals early in his career, he embarked on his own self-study process to become financially literate.

What is the Financial Literacy campaign in India? ›

The campaign includes a content hub with resources tailored to enhance financial literacy. The Times of India announced the launch of the 'India for Financial Literacy' campaign, which aims to address the issue of financial education in India.

How to write a personal investment statement? ›

No matter what format you use for your directory, be sure to follow these steps.
  1. Step 1: Document your goals. ...
  2. Step 2: Outline your investment strategy. ...
  3. Step 3: Document current investments. ...
  4. Step 4: Document target asset allocation. ...
  5. Step 5: Outline investment selection criteria. ...
  6. Step 6: Specify monitoring parameters.

How do I get the best financial education? ›

6 ways to improve your financial literacy
  1. Subscribe to financial newsletters. For free financial news in your inbox, try subscribing to financial newsletters from trusted sources. ...
  2. Listen to financial podcasts. ...
  3. Read personal finance books. ...
  4. Use social media. ...
  5. Keep a budget. ...
  6. Talk to a financial professional.

What is The White Coat Investor summary? ›

This White Coat Investor Book Will Teach You How To:

Graduate from medical school with as little debt as possible. Escape from student loans within two to five years of residency graduation. Purchase the right types and amounts of insurance. Decide when to buy a house and how much to spend on it.

Who is the richest personal investor? ›

1. Warren Buffett: Warren Buffett is the CEO and chairman of Berkshire Hathaway, and he is one of the Top 10 Richest Investors in the World. His success can be seen through his unique strategies and approaches to investing.

Which state is the leader in financial literacy? ›

The Best States for Financial Literacy
StateScoreRank
New Hampshire79.9%1
Virginia79.7%2
Nebraska78.6%3
North Carolina76.0%4
6 more rows
Apr 5, 2023

What is the aim of financial literacy? ›

A strong foundation of financial literacy can help support various life goals, such as saving for education or retirement, using debt responsibly, and running a business. Key aspects of financial literacy include knowing how to create a budget, plan for retirement, manage debt, and track personal spending.

What is the US financial literacy strategy? ›

National Strategy for Financial Literacy 2020 The National Strategy details the federal government's financial literacy priorities and underscores its plan to collaborate with state, local, and tribal governments and the private sector to strengthen financial capability for all Americans.

How do you introduce yourself to an investor example? ›

This template is great for cold introductions to investors you´ve never spoken to before. Hi [investor first name], My name is [your name] and I'm building [product name], a [product category] that [what your product does].

What is the income statement for investors? ›

The income statement is read from top to bottom, starting with revenues, sometimes called the "top line." Expenses and costs are subtracted, followed by taxes. The end result is the company's net income—or profit—before paying any dividends. This is where the term "bottom line" comes from.

What are the financial statements of an investor? ›

The financial statements used in investment analysis are the balance sheet, the income statement, and the cash flow statement with additional analysis of a company's shareholders' equity and retained earnings.

What is the hardest financial course? ›

The Chartered Financial Analyst (CFA) program is widely regarded as one of the toughest courses in finance.

How to learn finance for free? ›

Khan Academy's Personal Finance Classes

Khan Academy is a nonprofit organization that offers free education and often works with schools. Khan Academy offers many free personal finance classes, with video lectures covering everything from taxes to car expenses to how to pay for college.

Who is the CEO of Aaii? ›

John Bajkowski is the president and CEO of AAII.

Who is the CEO of investor group? ›

Damon Murchison is the President and Chief Executive Officer of IG Wealth Management where he has responsibility for Canada's oldest and largest independent wealth management organization with $116 billion in assets under administration, serving more than one million Canadians through relationships with 3,000+ ...

Where is The White Coat Investor headquarters? ›

Where is The White Coat Investor 's headquarters? The White Coat Investor is located in Salt Lake City, Utah, United States .

Who is the CEO of Gray Capital? ›

Spencer Gray - Gray Capital | LinkedIn.

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