The course

Practice Management and Financial Fundamentals for Career Sustainability in Healthcare

Your CME allowance, spent on the part of practice nobody taught you.

Clinical training prepares you for patients. It does not prepare you for the employment agreement, the compensation model, the practice's balance sheet, or the compliance obligations that decide whether a clinical career is sustainable. This course covers that second half.

Take the 3-minute self-assessment

Pay with your CME allowance. 23 short sessions. Designated by the Postgraduate Institute for Medicine for a maximum of 8 AMA PRA Category 1 Credit(s)™, 8 nursing contact hours, or 8 AAPA Category 1 CME credits.

Format

On-demand video sessions with a written self-directed exercise after each one.

Length

8 parts, 23 sessions of 11 to 20 minutes

Credit

Designated by the Postgraduate Institute for Medicine for a maximum of 8 AMA PRA Category 1 Credit(s)™, 8 nursing contact hours, or 8 AAPA Category 1 CME credits.

Price

$300

Watch a minute

Two short excerpts from the course.

Who pays for tail coverage when you leaveFrom Employment Agreement Literacy. About one minute.
When the practice is sold: thirty days' noticeFrom Financial Fragility and Career Autonomy. About one minute.

The presenter is an AI-generated likeness of Patrick Nailer, MD.

Before you buy

Everything included for $300.

What you get

  • 23 video sessions, 11 to 20 minutes each
  • A one-page worksheet for every session
  • A four-question post-test for every session, with unlimited retries
  • Designated by the Postgraduate Institute for Medicine for a maximum of 8 AMA PRA Category 1 Credit(s)™, 8 nursing contact hours, or 8 AAPA Category 1 CME credits
  • Captions on every course session
  • Plus25 bonus Library sessions on the personal side of the career (not eligible for credit)
  • One year of access on any device
  • A paid receipt and invoice for reimbursement

One payment of $300. No subscription.

Good to know

  • Credit. Available through October 8, 2027. Complete all 23 course sessions and their post-tests, then the evaluation, to claim it.
  • Receipts. For reimbursement, send the PDF named "Receipt"; it shows the payment as paid.
  • Refunds. Full refund within 14 days if you have completed fewer than 3 sessions and have not claimed credit. Email support@wealthrounds.com from your purchase email.
  • One learner per purchase. Your sign-in is for you. Please do not share it.
  • How it is taught. Written and reviewed by Patrick Nailer, MD. The on-screen presenter is an AI-generated likeness of him, speaking the reviewed script in his own cloned voice.
  • Education only. Not financial, legal or tax advice.

Full details are in the Terms of Use, section 6.

Who it is for

Built for the whole care team.

Physicians, nurse anesthetists (CRNAs), nurse practitioners, physician assistants, registered nurses, and other licensed healthcare professionals in clinical practice, practice leadership, or practice ownership roles, at any career stage.

The content assumes you are clinically competent and financially under-informed, which is the normal result of a clinical education. It does not assume a specialty, a salary, or an employment model.

Curriculum

8 parts, 23 sessions.

Ordered the way a clinical career actually happens, not the way a textbook is organized.

  1. Part One - Where you standFinancial Stress and Clinician Well-BeingThe Cognitive Cost of Financial ChaosStructured Self-Assessment and Financial AnxietyFinancial Fragility and Career Autonomy
  2. Part Two - What you carry out of trainingDebt, Shame, and Career ImmobilityIs Fellowship Worth It
  3. Part Three - The first contractEmployment Agreement LiteracyNegotiation as a Professional Skill
  4. Part Four - Protecting the careerCognitive Bias Under StressThe Occupational Risk LandscapeLiability Exposure Beyond the Policy LimitsFrom Administrative Anxiety to Systems
  5. Part Five - Practicing on your own termsAlternative Practice ModelsTelemedicine Practice ModelsReclaiming Cognitive Bandwidth
  6. Part Six - Running the practiceChoosing and Maintaining Your Practice EntityReading Your Practice's Vital SignsBuilding Teams That StayIntentional Practice Growth
  7. Part Seven - The householdDual-Clinician Households
  8. Part Eight - The long arc outThe Last TransitionTransitioning Out of Clinical PracticeSustaining Financial Wellness

Invest in your future self. On your schedule.

Pay with your CME allowance. 23 short sessions. Designated by the Postgraduate Institute for Medicine for a maximum of 8 AMA PRA Category 1 Credit(s)™, 8 nursing contact hours, or 8 AAPA Category 1 CME credits.

Bonus: not eligible for CME/CE credit

The Clinician Financial Literacy Library

Plus25 bonus sessions in 8 parts. The personal side of the same career: loans, investing, retirement accounts, insurance, taxes, real estate, estate planning, and the business of owning your own work. Included with the course.

  1. Part One - The First Real PaycheckFrom Training to Attending: The Transition YearThe Student Loan PlaybookCredit and Borrowing Without Regret
  2. Part Two - The BuildDebt Versus Wealth: Running Both at OnceInvesting Fundamentals for CliniciansRetirement Accounts: The Clinician's Toolbox
  3. Part Three - Protecting the EngineInsurance That Matches a Clinical CareerKeeping More of What You EarnEstate Planning: The Documents Everyone Needs
  4. Part Four - The Growth YearsBeyond the Basics: Advanced InvestingKnowing Your Own Sector: Healthcare-Aware DiversificationReal Estate for the Time-Poor Clinician
  5. Part Five - The FrontierAlternative Investments: What You're Actually BuyingInvesting Your Values: ESG and ImpactDigital Assets: A Sober Look
  6. Part Six - The LegacyBuilding the Portfolio You'll Actually Retire OnEstate and Gift Tax: Passing It On EfficientlyFunding the Next Generation
  7. Part Seven - How You're Paid and TaxedEmployment Models and the Business of Clinical WorkThe Business Side of Independent Clinical WorkTalking Tax with Your AdvisorsPracticing Across Borders
  8. Part Eight - Owning Your WorkMonetizing Clinical ExpertiseFrom Employee to OwnerPractice Ownership Decisions

One purchase covers the course and the Library.

Accreditation status

Jointly provided with the Postgraduate Institute for Medicine.

Designated by the Postgraduate Institute for Medicine for a maximum of 8 AMA PRA Category 1 Credit(s)™, 8 nursing contact hours, or 8 AAPA Category 1 CME credits.

Review the activity information for the accreditation statement, learning objectives, faculty and planner disclosures, and activity dates.

Activity information

Commercial support: none. This activity receives no funding, sponsorship, or in-kind support from any company that produces, markets, or distributes healthcare products. No product is promoted in any session.

Faculty

Patrick Nailer, MD

Practicing cardiothoracic anesthesiologist with more than 14 years in practice and years of physician-group leadership covering physician contracts, group finances and the business side of private practice.

The course is written and taught by a working clinician who has sat on the management side of the table.

Taught by a working clinician. Nothing sold but the education.

Newsletter - every Tuesday

Not ready to start? Get Rounds and Returns.

A short weekly email on the financial side of a clinical career. A new issue goes out every Tuesday. You do not need to take the assessment to join.

Questions

Asked and answered.

Is this financial advice?

No. This is educational content only. It teaches frameworks and vocabulary so you can work with your own licensed advisors, attorney, and accountant as an equal. It does not replace them, and it does not give individualized recommendations.

Will this carry continuing education credit?

Yes. Designated by the Postgraduate Institute for Medicine for a maximum of 8 AMA PRA Category 1 Credit(s)™, 8 nursing contact hours, or 8 AAPA Category 1 CME credits. To claim it you complete every course session and post-test, then the evaluation. The full statements are in the activity information. The Library sessions are not eligible for credit.

How long does it take?

23 sessions of 11 to 20 minutes each, plus a short written exercise after every session. You can stop and restart anywhere. Nothing is scheduled, and your access lasts one year from the day you buy.

What does it cost?

The price is $300 for the full course and the bonus Library. One payment, one year of access.

Who teaches it?

Patrick Nailer, MD, a practicing cardiothoracic anesthesiologist with more than 14 years in practice and years of physician-group leadership.

Is anyone paying to be in this course?

No. There is no commercial support, no sponsorship, and no product placement. Nothing is sold inside the course except the education itself.

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