Personal Finance Essentials for Doctors

An academically rigorous and unbiased* course | taught by Dr. Yuval Bar-Or

Course description


This course offers doctors an academically rigorous introduction to all areas of personal finance, including: time value of money, assets, net worth, debt management, budgeting, investing basics, retirement planning, insurance, dealing with financial advisors, employment contracts, and estate planning.

This online course is self-paced, and comprises a series of modules consisting of readings, audio files, some videos, exercises, links to additional resources, and quizzes. Spreadsheet templates of household financial statements are provided.

The course aims to equip you with the basic, unbiased knowledge needed to make better financial decisions for yourself and your family, without having to rely on anyone else. It also prepares you for more constructive conversations with a financial advisor, should you choose to use one. 

* The course is designed to minimize bias by excluding industry professionals (financial advisors, brokers, insurance agents) from course design and delivery. The Pillars of Wealth initiative is focused on education. No financial products are sold.

Dr. Yuval Bar-Or
Dr. Yuval Bar-Or
Finance Professor and Founder of Pillars of Wealth Initiative

Yuval is an award-winning professor and founder of the Pillars of Wealth personal financial literacy initiative for medical professionals. He is an Associate Professor at the Johns Hopkins Carey Business School, where he primarily teaches investments and wealth management courses. He also serves as the academic director of the Flex MBA and Dual-Degree programs. 

Yuval is the author of seven books and a former business executive with global managerial experience. He has lectured extensively in academic, government, and corporate settings and has been quoted in various media including The Wall Street Journal, Bloomberg BusinessWeek, Reuters, USA Today, The Baltimore Sun, Hopkins Medicine Magazine, Consumers Digest, US News & World Report, and the Los Angeles Times, among others. As an expert in physician financial literacy, he is a sought-after speaker at physician wellness conferences and private events. He serves on the Investment Committee at Chestnut Street Ventures, a venture capital fund. 

Yuval holds Ph.D. and M.A. degrees in finance from the Wharton School of the University of Pennsylvania, as well as an engineering degree (B.Eng.) and two economics degrees (B.A. summa cum laude, M.A.) from Canada’s McMaster University. He recently completed an M.A. in Writing at Johns Hopkins University. As a Canadian college student he was a member of the varsity wrestling and rugby teams, and prior to that a provincially ranked gymnast. 

Course Curriculum