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All courses are taught by licensed financial professionals
Turnkey longitudinal financial wellness curriculum
There is no conflict of interest
Meets and exceeds current LCME Standard 12.1
YOUR PATH TOWARDS FINANCIAL STABILITY
Why The Business of Financial Wellness?
About
Currently, there is a significant gap in comprehensive financial wellness training within the UME and GME curricula. Aspiring medical professionals seek guidance on strategies for debt repayment, home buying, acquiring disability insurance, and minimizing tax liabilities – topics beyond the scope of advice typically provided by their financial aid departments. Our comprehensive, longitudinal curriculum addresses these diverse financial areas, offering physicians practical insights into the specific steps they should be taking.
Students, residents, and fellows have consistently expressed to program leadership their desire for more education in this area. To address this need and empower medical students and physicians to make well-informed financial decisions, we have developed a 4-year longitudinal financial wellness curriculum. This program has been approved by the curriculum committee at a prominent UME Institution. The courses are taught by licensed, experienced financial professionals.
Our carefully crafted series has been utilized by the following Institutions:
Curriculum
We offer a longitudinal financial wellness curriculum to UME and GME programs, free of conflict of interest.
Our curriculum is customized to fit the unique needs and scheduling requirements of your program.
Financial Behavior
Budgeting
Economic Concepts
Taxes
Asset Protection
Debt Repayment Strategies
Academics of Investing
The series culminates with a capstone course, which will tie all the previous modules together. The capstone prioritizes the necessary steps one must take to build a sound financial plan, while developing healthy financial habits.
References
Ready to transform your medical education?
Learn more about our longitudinal curriculum and how it can be customized for your program.
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Jose Antonio Negrete, MPH
Business Strategy
and Development Associate
"My name is Jose Negrete and I work as a Business Strategy and Development Associate at Baylor College of Medicine. Part of my responsibilites include developing programs designed to help..."
Maulin Shah, M.D.
Nephrology Fellowship Program Director
" On behalf of the nephrology fellowship program, thank you for the generous contribution to our trainee house staff during their fellowship retreat. All 10 of our nephrology fellows participated in your introductory lecture to the Business of Financial Wellness..."
Richard J. Hamill, M.D.
Vice-Chair of Medication Education
" On behalf of the residency program, thank you for your generous contribution to our house staff during their dedicated didactic day, Wednesday school. Approximately 150 residents participated in this lecture series on your introduction to the Business of Financial Wellness,..."
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Our comprehensive, longitudinal curriculum addresses these diverse financial areas, offering physicians practical insights into the specific steps they should be taking.
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