Course Catalog
Browse by learning track, then by level
How progression works
Each learning track runs through three tiers. Complete a course in one tier to unlock the next level in that track.
Always open
Unlocks when you complete a Basic course
Unlocks when you complete an Intermediate course
The Blueprint: Structuring and Founding Your Medical Practice
A foundational course for physicians on the legal, operational, and structural requirements of building a private medical practice from the ground up. This course focuses on ownership models, regulatory compliance, and governance to help you transition from clinician to practice owner.
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Capital Architecture for the Private Practice Owner
This course guides physician-owners through the complexities of funding and growing their own medical practice. It translates institutional finance concepts into actionable strategies for managing practice debt, equity, and long-term wealth, tailored specifically for the individual clinician.
Video
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Clinical Arbitrage: Operational Mastery for Private Practice Owners
This course empowers physicians to transition from clinicians to owner-operators, focusing on the financial levers that turn a medical practice into a wealth-building asset. You will learn to optimize your revenue cycle, manage payor contracts, leverage mid-level providers, and build robust compliance frameworks to protect your practice equity.
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Strategic Scaling: Building Your Practice as a Wealth Engine
This course guides physician-owners through the operational strategies required to grow a medical practice into a scalable, high-equity asset. We focus on evidence-based growth, revenue diversification, and efficiency, transforming your clinical practice into a powerful vehicle for personal wealth creation.
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The Liquidity Event: Preparing Your Medical Practice for Private Equity
This course guides physician-owners through the complexities of selling their practice to private equity. We frame the deal process as a strategic transition to maximize your personal wealth while ensuring the long-term success of your clinical legacy.
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Practice Consolidation: Building Equity Through Growth and Strategy
This course guides physician-owners through the complexities of scaling their medical practice through integration, strategic partnerships, and financial standardization. It focuses on turning practice equity into personal wealth by managing growth strategically rather than operating as an institutional finance professional.
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Post-IPO Wealth Management: Navigating Liquidity and Taxes
A practical guide for employees navigating the transition of their company going public, focused on managing stock concentration and tax implications. Think of your financial plan like a care plan; this course provides the tools to manage your assets as you transition to a new financial reality.
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Mastering Advanced Private Deal Structures
This course helps individual investors understand the mechanics and risks of advanced private investment vehicles like SPVs, micro-VC funds, and secondary deals. You will learn how to integrate these tools into your personal financial strategy as you would manage a patient's long-term care plan.
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Strategic Asset Allocation for Medical Professionals
A guide for physicians to balance foundational wealth with high-growth private investments. Think of this as your personal financial care plan: you need a stable base for long-term health, with smaller, high-risk procedures added only when your overall vitals are strong.
The Physician's Guide to Investing in Healthcare Startups
Learn to use your unique clinical expertise to evaluate medical technology, biotech, and digital health startups for your personal portfolio. Think of this course as a clinical diagnostic framework for your investments: it helps you identify signs of growth and detect underlying pathology before you commit your capital.
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The Growth Journey: From Startup to Public Company
Learn how private companies evolve from initial ideas to public trading, and understand what these milestones mean for your personal investment strategy. Think of this journey as a company's transition from a developmental stage into a fully mature, functioning organism that you can participate in as an investor.
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The Income Engine: Private Credit & Business Development Companies (BDCs)
This course helps individual investors understand private credit and Business Development Companies (BDCs) as tools to generate income. We focus on how these investments function, the risks you should monitor, and how to fit them into your personal financial care plan.
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Growth Drivers: PE and VC in Healthcare
An exploration of how private equity and venture capital fuel healthcare innovation and growth, written specifically for the individual investor. This course helps you understand how these investments function, much like evaluating the efficacy and safety profile of a complex treatment plan for your own portfolio.
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Understanding Private Market Investments for Individuals
This course helps individual investors navigate private equity and credit investments through accessible fund structures. Think of this as learning how to select the right nutritional supplements to complement your core, balanced diet of standard investments.
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Alternative Asset Vitals: Infrastructure and Private Credit
An introduction to alternative investments for the individual investor, focusing on how infrastructure and private credit work to diversify your personal and retirement savings. This course explains these complex assets in plain language so you can make informed decisions about your own portfolio.
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The Anatomy of Alts: Demystifying Evergreen Funds, Interval Funds, and BDCs
This course helps individual investors understand how to access private market investments through structures designed for everyday portfolios. Think of it like learning the anatomy of a new, specialized medical device before deciding whether it fits your specific care plan.
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The Private Wealth Blueprint for Medical Founders
This course helps medical practice owners secure their financial future by treating their personal assets with the same rigorous, structured care they provide to their clinical patients. It teaches you how to separate your practice from your household, optimize your taxes, and build a lasting legacy.
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Understanding Semi-Liquid Investments: A Guide for Individual Investors
This course helps individual investors navigate investment funds that hold private assets while offering periodic access to capital, focusing on how they function and the risks you should monitor. Think of understanding these fund mechanics like learning the basic physiology of a patient; you need to understand how the system works so you can identify when it is healthy and when it might be showing signs of distress.
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From Public to Private: How Medical Professionals Build Wealth Outside Wall Street
This course helps busy medical professionals diversify their personal assets beyond the stock market using private investments, providing a clear framework for evaluating these opportunities much like a systematic diagnostic process for your long-term financial health.
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Protecting Your Wealth from Inflation: Real Estate and Infrastructure
Learn how to safeguard your retirement and personal savings from inflation using real estate and infrastructure, which act as anchors for your portfolio. Think of this course as a wellness program for your money, helping you identify investments that hold value when the cost of living rises.
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Understanding Liquidity in Semi-Liquid Investments
Learn how specific funds manage the balance between holding long-term, private assets and providing you with occasional access to your money. Like a treatment plan that requires a specific timeframe for recovery, these investments have their own unique pacing.
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Understanding Private Investment Valuations
Learn the core concepts of how private companies are valued, how risks are assessed, and how exit outcomes impact your personal portfolio, much like how a diagnostic test helps you understand a patient's health.
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Understanding Secondary Markets: Buying and Selling Private Investments
Learn how to navigate private asset markets to manage your long-term wealth, just as a clinician monitors a patient's care plan over time.
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Private Debt in Healthcare Real Estate: A Guide for Investors
This course helps individual investors evaluate debt investments in medical properties, covering everything from risk assessment to the turnaround process for distressed assets. Think of this process like a clinical diagnosis: you must assess the patient's vitals before committing to a care plan.
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The Individual Investor Pathway: Introduction to Alternative Assets
This course helps individual investors navigate private markets, such as private equity and venture capital, explaining how these assets differ from stocks and how to integrate them into a personal financial plan. Think of this process like learning the difference between standard outpatient care and specialized, long-term therapeutic procedures; you need to understand the unique recovery times and care requirements before you commit.
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Evaluating Life Science Investments: A Guide for Individual Investors
This course helps individual investors evaluate the clinical data and regulatory risks behind biotech investments. Think of this process like performing a diagnostic workup before beginning a complex course of treatment.
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Understanding Evergreen Funds: Continuous Investment for Individual Portfolios
This course helps individual investors understand Evergreen funds, which are investment vehicles that allow for ongoing capital deployment to help you smooth out market timing risks. You will learn how these funds differ from traditional investments and how to monitor their progress toward your financial goals.
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Designing Your Personal Investment Policy: Blending Public and Private Assets
This course guides individual investors in creating a personal plan to balance liquid public market investments with private assets, ensuring your long-term goals remain on track. Think of your portfolio plan like a clinical care plan: it organizes your health and resources into a structured, long-term strategy for your future.
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Understanding Large-Scale Investment Tenders
This course helps you understand how major infrastructure and development projects are managed, so you can evaluate the risks and rewards of these investments for your own portfolio. Think of this as learning how a complex treatment protocol is developed before you decide to sign on as a participant.
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Private Credit and BDCs: A Guide for Individual Investors
This course explains how private credit works and how Business Development Companies (BDCs) offer individual investors a way to participate in lending to mid-sized companies. Think of this investment as a specialized component of your financial care plan, designed to provide consistent income while requiring careful monitoring of the underlying risks.
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Understanding Fund Documents: Fact Sheets & Prospectuses
Learn to interpret investment documents to make informed decisions for your personal portfolio. This course helps you translate financial jargon into clear insights about what you are buying, the costs, and the risks.
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Mastering Tax Documents: A Guide to 1099s and K-1s for Individual Investors
Learn how to understand and manage the 1099 and Schedule K-1 tax documents you will encounter as an individual investor in private funds and other ventures, ensuring your personal tax filing process remains organized. Think of these tax documents as your diagnostic lab results—they provide the essential data you need for your annual health checkup with the IRS.
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Making Private Investments Liquid: A Guide for Investors
Learn how modern investment structures allow you to access private market assets like private equity and real estate while managing your need for liquidity. This course acts as a diagnostic tool for your portfolio, helping you understand how to balance long-term growth with periodic access to your cash, much like choosing between long-term care and outpatient flexibility.
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Introduction to Alternatives for Individual Investors: Moving Beyond Stocks and Bonds
This course helps you understand how alternative investments work outside of public stock markets and how to thoughtfully include them in your personal financial plan. Think of it like learning to diversify your health regimen with specialized treatments rather than relying on a single, one-size-fits-all approach.
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