Making the Rounds:
Your Money Matters
Simple personal financial knowledge you can't afford to miss.
Why this course is different
Taught by an experienced physician educator with 25 years of graduate-level teaching experience and an MBA from Arizona State University, not a salesperson
Affordable
Efficient--Covers the major topics in personal finance in 4-5 hours including lecture videos and self-assessment quizzes
Unbiased--our website does not allow financial service advertisements
This course was designed with input from successful professionals to understand your economic goals and challenges.
Professionals and other high income earners have unique financial challenges. We often enter the working world with a mortgage-sized amount of student debt. At the same time, we face ever increasing pressures on our budgets, risk of higher taxes in the future, soaring home prices, and progressively bear an increased burden of health care expenses out-of-pocket.
Most of us leave our school years behind with limited to no significant background in economics and personal finance, yet, have limited time to learn the skills necessary to navigate towards building a secure financial future. Without such knowledge, we are at risk to make unwise investment choices and/or to be steered to high commission products by financial industry salespeople.
The Goal of This Course is to Give you the Tools and Knowledge to Achieve Financial Independence.
This course will give you the tools to avoid such pitfalls from just a few hours of self-study. We warmly hope that you will gain the knowledge and confidence to make the financial decisions that keep you on the road to a happy, satisfied, and ultra-fulfilling career and life.
Learn to confidently build your financial future
Self-paced online course, taught by
Peter Richman, MD, MBA
Are you...?
Concerned about the adequacy of your savings?
Weighed down by credit card or student debt?
Trying to change your financial situation?
- Worried about having enough money for retirement?
Who this is for
Successful professionals and other high income individuals
Are you...?
Aware that financial services industry salespeople frequently sell high commission products to physicians that are poorly suited to the individual’s needs?
- Worried personal finance is too complex?
Wanting to learn more about investing in stocks, bonds, ETFs, real estate investment trusts, and other asset classes?
Why this is different
Taught by an experienced physician educator, not a salesperson
25 years of graduate-level teaching experience
MBA from Arizona State University
- Previously operated a small registered investmentadvisory firm
Sample from the course
How much does a 30 year old need to save to cover retirement and expected expenses?
Ready to take control of your future?
Buy NowHi, I’m Peter Richman, MD MBA
Like most physicians, I left medical school and residency with very limited knowledge of personal finance.
Throughout my 25+ years in academic emergency medicine, I have grown increasingly disturbed that the only people who seem to provide personal finance "education" are people who are trying to sell investment and insurance products.
Some of my background:
- Previously built my own investment business advisory firm (no longer active)
- Physician with 25+ years in graduate medical education
- Experience advising nurses and other health care professionals in financial matters
- This course was designed with input from physicians and physicians-in-training to address your key economic concerns; the same concerns I have had for my own family throughout my career
I talk to physicians and other successful professionals all the time about personal finance, and now I want to share this unbiased financial advice with you
Financial services industry salespeople are typically brought in to give "educational" lectures/lunches for health care workers.
However, behind the delicious meals and the information offered, the lecturer has a primary purpose to add to their client roster and sell financial products. Similarly, many financial education website authors litter their websites with ads from financial services professionals creating the same risk of bias. When these sites offer courses, the fees are usually significant.
With a formal background in personal finance and decades of teaching experience, I have designed an inexpensive, online curriculum that will enable you to learn key concepts so that you may skillfully navigate within the financial world throughout your career.
This course covers events throughout your life and career
- Student loans
- Getting married
- Starting a family
- Planning for college
- Planning for retirement
- Building the big nest egg
- Protecting against the unthinkables
5 P's of financial planning
• Pay
• Plan
• Protect
• Power-up
• Play!
A small investment with big returns
Take control of your financial future to ensure you reach your goals. Time is your biggest asset, don't wait to do yourself a favor. Start today!
"After taking Dr. Richman’s course, I bought an affordable, term life insurance policy and avoided an unnecessary, expensive whole-life policy that a financial advisor had tried to sell to me. I highly recommend it!"
M Donley MD, first year of private practice
Get started for only
$99
One-time fee, USD
Become financially independent
Feel confident about your future
Take control of your financial future