{"id":342587,"date":"2025-10-27T17:26:12","date_gmt":"2025-10-27T23:26:12","guid":{"rendered":"https:\/\/www.whitecoatinvestor.com\/financial-educator-award\/"},"modified":"2026-03-28T19:07:59","modified_gmt":"2026-03-29T01:07:59","slug":"financial-educator-award","status":"publish","type":"page","link":"https:\/\/www.whitecoatinvestor.com\/financial-educator-award\/","title":{"rendered":"Financial Educator Award"},"content":{"rendered":"<section class=\"hero financial-educator-award\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h1>Financial Educator of the Year Award<\/h1>\n<div class=\"headline-underscore\"><\/div>\n<p class=\"mt-3\">One of the most important missions of The White Coat Investor is to boost financial literacy among physicians, dentists, trainees, and students. However, some people can only be reached face to face, one at a time. That\u2019s why we need people out in the field who are willing to teach their colleagues and trainees in person. That\u2019s where you can help.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"white\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<div class=\"eyebrow\">Purpose of the<\/div>\n<h2 class=\"text-darkblue\">Financial Educator Award<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<p class=\"mt-3\">\n     Every year, we honor a physician who goes above and beyond to help spread financial literacy. Winners receive $1,000 and a feature on the WCI blog, highlighting their achievements and impact. As an incentive to put together a nice submission, the person who writes the best nomination of the winner will get a free <a href=\"https:\/\/www.wcicourses.com\/\" target=\"_blank\">WCI online course<\/a> of their choice. It\u2019s our way of recognizing a physician who has made outstanding contributions to advancing financial literacy.\n    <\/p>\n<div class=\"orange-horizontal-divider my-4\"><\/div>\n<div class=\"row justify-content-center my-3\">\n<div class=\"col-lg-11 col-xl-10 col-xxl-8 d-lg-flex align-items-center px-lg-0\">\n<div class=\"text-center text-lg-start\">\n       <i class=\"ikon ikon-xxxl ikon-orange ikon-award\"><\/i>\n      <\/div>\n<div class=\"flex-grow-1 ps-lg-3 text-center text-lg-start\">\n<div class=\"eyebrow text-center text-lg-start\">Application Open and close dates<\/div>\n<h2 class=\"text-darkblue\">April 1 &#8211; 25, 2026<\/h2>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-4\"><\/div>\n<p class=\"mt-3\">\n     Our goal is to celebrate the efforts of dedicated financial educators and to encourage our community to share what they have learned with others.\n    <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"darkblue\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto text-center text-white\">\n<h2>Nominate Someone for the Award<\/h2>\n<div class=\"headline-underscore mx-auto mb-4\"><\/div>\n<p>    <a href=\"\/educator-apply\" class=\"btn btn-primary\" target=\"_blank\" rel=\"noopener\">Submit Nomination<\/a>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"white\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h2 class=\"text-darkblue\">Past Winners<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<p class=\"mt-3\">\n     In 2019, we started the Financial Educator of the Year award to honor those attending-level physicians and dentists who are boosting financial literacy among their colleagues, trainees, and students. Here are all the past winners.\n    <\/p>\n<ul class=\"bullets mb-0\">\n<li>2025 \u2013 <a href=\"\/2025-financial-educator-of-the-year-award\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Viraj Modi<\/b><\/a><\/li>\n<li>2024 \u2013 <a href=\"\/2024-financial-educator-of-the-year-award\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Kent Bradley<\/b><\/a><\/li>\n<li>2023 \u2013 <a href=\"\/2023-financial-educator-award\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Cyril Varghese<\/b><\/a><\/li>\n<li>2022 \u2013 <a href=\"\/2022-financial-educator\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Stephen Pamatmat<\/b><\/a><\/li>\n<li>2021 \u2013 <a href=\"\/2021-wci-financial-educator-of-the-year\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Scott M. Truhlar<\/b><\/a><\/li>\n<li>2020 \u2013 <a href=\"\/2020-financial-educator-of-the-year-award\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Jason Mizell<\/b><\/a><\/li>\n<li>2019 \u2013 <a href=\"\/financial-educator-of-the-year-award\/\" target=\"_blank\" rel=\"noopener\"><b>Dr. Gaurava Agarwal<\/b><\/a><\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"gray\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h2 class=\"text-darkblue\">Criteria<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<ul class=\"bullets mt-3\">\n<li>You can't nominate yourself.<\/li>\n<li>Include the nominator's name, the nominee's name, and a way to contact both of you.<\/li>\n<li>Nominators must attach a 200-600 word explanation <a href=\"\/educator-apply\" target=\"_blank\">to this form<\/a> on why the nominee should win the award.<\/li>\n<li>Nominees must be a practicing attending-level physician or dentist.<\/li>\n<li>Nominees don\u2019t necessarily need to be an \u201cacademic\u201d doctor.<\/li>\n<li>Nominees must speak and write reasonably competent English.<\/li>\n<li>Nominees cannot be a financial professional OR have a business that compensates them for teaching doctors about personal finance. No financial bloggers, financial podcasters, financial advisors, insurance agents, etc. Anybody can submit a nomination.<\/li>\n<li>The nominee must agree to be named and pictured on the blog. The nominator can nominate without permission, but the nominee must give permission to us before they can win. (The $1,000 and CV entry will hopefully be enough incentive.)<\/li>\n<li>The nominator's name and submission will be published with the name and a picture of the nominee and perhaps a few words of advice from the nominee to their fellow educators.<\/li>\n<li>There will be only one winner.<\/li>\n<li>A nominee can only win once.<\/li>\n<li>Make sure to <a href=\"\/educator-apply\" target=\"_blank\" rel=\"noopener\">fill out this form<\/a> to nominate someone.<\/li>\n<\/ul>\n<p class=\"mt-3\">\nThe selection committee consists of the WCI staff. Yes, we're completely biased in favor of those who are dedicated to teaching personal finance and investing to doctors without regard to specialty, gender, race, religion, nationality, skin color, or sexual orientation. Don't even tell us about any of that stuff in your nomination because we don't care. We want to hear about what your nominee did to help doctors become financially literate. If you are nominated independently by multiple persons, that nomination will carry additional weight.\n    <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"white\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h2 class=\"text-darkblue\">Resources for Teaching<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<p class=\"mb-5\">Want to help spread financial literacy? We try to make it a bit easier by providing these presentations.<\/p>\n<div class=\"row\">\n<h3 class=\"text-blue mb-3\">Presentation for Attendings<\/h3>\n<div class=\"col-lg-6\">\n<p class=\"mt-0\">Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Financial literacy<\/li>\n<li>Student loan management for attendings<\/li>\n<li>Financial advisors<\/li>\n<li>The five insurance policies you need and two you don't<\/li>\n<li>Basics of retirement accounts<\/li>\n<li>The benefits of index funds<\/li>\n<li>Basics of estate planning<\/li>\n<li>Basics of asset protection<\/li>\n<\/ul>\n<p>     <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Attendings-2023-FNL.pptx\" class=\"btn btn-primary\">Download<\/a>\n     <\/div>\n<div class=\"d-none d-lg-block col-lg-6\">\n      <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Attendings-2023-FNL.pptx\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/program-attendings-500x280.jpg\" class=\"img-fluid\"><\/a>\n     <\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-4 my-lg-5\"><\/div>\n<div class=\"row\">\n<h3 class=\"text-blue mb-3\">Presentation for Residents<\/h3>\n<div class=\"col-lg-6\">\n<p class=\"mt-0\">Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Financial literacy<\/li>\n<li>Student loan management for residents<\/li>\n<li>Disability insurance<\/li>\n<li>Term life insurance<\/li>\n<li>Know your retirement accounts<\/li>\n<li>A written financial plan<\/li>\n<li>Contract evaluation<\/li>\n<\/ul>\n<p>     <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Residents-2023-FNL.pptx\" class=\"btn btn-primary\">Download<\/a>\n     <\/div>\n<div class=\"d-none d-lg-block col-lg-6\">\n      <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Residents-2023-FNL.pptx\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/program-resident-500x280.jpg\" class=\"img-fluid\"><\/a>\n     <\/div>\n<\/p><\/div>\n<div class=\"orange-horizontal-divider my-4 my-lg-5\"><\/div>\n<div class=\"row\">\n<h3 class=\"text-blue mb-3\">Presentation for Medical Students<\/h3>\n<div class=\"col-lg-6\">\n<p class=\"mt-0\">Topics covered:<\/p>\n<ul class=\"bullets\">\n<li>Financial literacy<\/li>\n<li>Living frugally<\/li>\n<li>School\/residency choice<\/li>\n<li>Specialty choice<\/li>\n<li>Student loan management<\/li>\n<li>Owning vs. renting during residency<\/li>\n<li>Financial steps as you leave medical school<\/li>\n<\/ul>\n<p>     <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Medical-Students-2023-FNL.pptx\" class=\"btn btn-primary\">Download<\/a>\n     <\/div>\n<div class=\"d-none d-lg-block col-lg-6\">\n      <a href=\"https:\/\/www.whitecoatinvestor.com\/wp-content\/uploads\/2023\/04\/WCI-Presentation-Medical-Students-2023-FNL.pptx\"><img decoding=\"async\" src=\"https:\/\/static.whitecoatinvestor.com\/images\/program-medstudents-500x280.jpg\" class=\"img-fluid\"><\/a>\n     <\/div>\n<\/p><\/div>\n<p class=\"mt-5\">\n     If you would like to do a deeper dive on student loans or have someone do it for you, contact our in-house student loan experts at <a href=\"https:\/\/studentloanadvice.com\" target=\"_blank\" rel=\"noopener\">studentloanadvice.com<\/a>.\n    <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"gray\">\n<div class=\"container\">\n<div class=\"row\">\n<div class=\"col-lg-10 col-xl-9 mx-auto\">\n<h2 class=\"text-darkblue\">Additional Resources<\/h2>\n<div class=\"headline-underscore\"><\/div>\n<p class=\"mt-3\">\n     Even if we can\u2019t often make the personal one-on-one connections that all the Financial Educator of the Year award winners and nominees can with their colleagues and trainees, WCI still has plenty of information for those who are learning\u2014and for those who are teaching. Check out all of the other resources WCI provides.\n    <\/p>\n<ul class=\"bullets\">\n<li><a href=\"\/personal-finance-for-doctors\/\" target=\"_blank\" rel=\"noopener\">Articles by Topic<\/a><\/li>\n<li><a href=\"\/podcasts\" target=\"_blank\" rel=\"noopener\">Podcasts<\/a><\/li>\n<li><a href=\"\/books\" target=\"_blank\" rel=\"noopener\">Books<\/a><\/li>\n<li><a href=\"https:\/\/www.facebook.com\/groups\/whitecoatinvestors\/\" target=\"_blank\" rel=\"noopener\">Private Facebook Group<\/a><\/li>\n<li><a href=\"https:\/\/www.reddit.com\/r\/whitecoatinvestor\/\" target=\"_blank\" rel=\"noopener\">Subreddit<\/a><\/li>\n<\/ul>\n<p class=\"mt-3\">\n     Thank you for what you do to spread financial literacy. We truly believe that a financially secure doctor is a better partner, parent, and practitioner.\n    <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section class=\"blue-w\">\n\t<div class=\"container\">\n\t\t<div class=\"row justify-content-center\">\n\t\t\t<div class=\"col-lg-4 text-center text-lg-start\">\n\t\t\t\t<h2 class=\"text-white mb-4\">Become a White Coat Investor<\/h2>\n\t\t\t\t<p>Medical school may not have taught you about money, but we will.<\/p>\n\t\t\t\t<p class=\"d-none d-lg-block\"><em>We will never sell your information. 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That\u2019s why we need people out in the field who are willing to [&hellip;]","protected":false},"author":1009053,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-blank.php","meta":{"_acf_changed":false,"_wp_convertkit_post_meta":{"form":"-1","landing_page":"0","tag":"0","restrict_content":"0"},"footnotes":""},"class_list":["post-342587","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Educator Award | White Coat Investor<\/title>\n<meta name=\"description\" content=\"Celebrate physicians who champion financial literacy with the Financial Educator of the Year Award. 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