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Prescription for Prosperity: Financial Management for Healthcare Practitioners

Prescription for Prosperity: Financial Management for Healthcare Practitioners

The course aims to empower medical practitioners with the knowledge to effectively manage their finances, optimise wealth accumulation, minimise taxes, and plan for a secure financial future, all through a flexible hybrid learning model that accommodates their busy schedules.

“Prescription for Prosperity: Financial Management for Healthcare Practitioners” is a hybrid course crafted to empower medical professionals with the financial acumen necessary for wealth accumulation and estate preservation. Blending interactive online modules with live expert-led sessions, this program offers the flexibility to learn at your own pace while providing in-person sessions. It’s tailored to address the unique financial challenges and opportunities faced by healthcare practitioners, ensuring they gain practical, actionable knowledge to make informed financial decisions and secure a prosperous future.

Learning Objectives


Explore fundamental financial concepts and how they apply to medical professionals. Topics include setting financial goals, budgeting, understanding cash flow, and the basics of investing.
Learn about the power of compound interest and how it can be leveraged for long-term wealth creation. Real-world examples will illustrate how consistent investing can grow wealth over time.
Analyse the impact of economic indicators, market trends, and global events on personal investments. This module will help medical professionals understand and react to market dynamics.
Examine different asset classes like stocks, bonds, and alternatives. Understand the risks and returns associated with each and their role in a diversified investment portfolio.
Develop an asset allocation strategy that aligns with individual risk tolerance and investment goals. Learn about the importance of diversification and periodic rebalancing.
Discover investment opportunities in precious metals and real estate. Evaluate the benefits and challenges of including these in your investment portfolio.
Identify the types of insurance necessary to protect wealth, including disability, life, and professional liability insurance, critical for medical practitioners.
Gain clarity on mutual funds as an investment vehicle. Understand different types of funds, their structures, fees, and how to select funds that match investment objectives.
Learn how to build and manage a mutual fund portfolio. Topics include fund selection, analysis, and the integration of mutual funds into your broader investment strategy.
Discuss the unique estate planning needs of medical professionals. Learn about wills, trusts, advanced directives, and strategies for asset protection and legacy planning.
Delve into tax strategies for medical professionals. Understand income tax brackets, deductions, credits, and how to utilize retirement accounts for tax efficiency.
Create a comprehensive portfolio that reflects your financial goals, time horizon, and risk tolerance. Learn about strategic investment choices and portfolio monitoring.


The methodology of the “Prescription for Prosperity: Financial Management for Healthcare Practitioners” program would include:

Hybrid Learning Approach

Combining self-paced online learning modules with scheduled live interactive sessions to accommodate the demanding schedules of healthcare professionals.

Case Studies and Simulations

Utilising real-life scenarios and simulations to illustrate complex financial concepts and enable practical application.

Expert Access and Support

Providing access to financial advisors and guest speakers for one-on-one consultations and support


Typically, such a comprehensive course might span anywhere from 8 to 12 weeks. This allows for a deep dive into each module, with ample time for self-study, live sessions, and application of concepts through practical exercises. The hybrid format ensures flexibility, enabling participants to engage with the material at their own pace while benefiting from live expert interaction and feedback.

Enrollment and Fees

₹ 20,000/-

₹ 7,000/-

(inclusive of 18% GST)