Consortium of Professional Providers · For Medical & Dental Professionals
Three connected programs: learn how your money works, protect and build what you earn, then coordinate every discipline under one Team Leader.
One Path, Three Programs
Education forms the roots. Protection and wealth-building form the trunk. Coordinated planning forms the canopy over your family. Each program stands on its own; together they grow with your career.
A 10-week, 20-session AIMFD Capability Fellowship. You finish with a one-page Financial Capability Blueprint you wrote yourself.
See the curriculumPrivate access to institutional-grade insurance and wealth-building structures designed for the income, risk and estates of medical and dental professionals.
See the eight pillarsTax, estate, investment, retirement and insurance strategy aligned in one plan, with a Team of Experts working from the same page.
See how the VFO worksLeadership
Educator & Coach · Team Leader · Program Director
After 52 years of advising physicians, dentists and other medical professionals, Olin retired from his advisory practice to devote himself fully to teaching. Today he serves as an educator and coach for individuals, associations, institutions and health service organizations, and as Team Leader, Program Director, and Program and Curriculum Director for the Literacy to Capability Platform.
Olin coordinates your Team of Experts and leads the curriculum. All investment, insurance, tax and legal advice is provided by independently licensed professionals.
Distinguished Contributors
Every Tuesday opens with “5 Minutes with Dr. Vicki,” plus guest segments and weekly podcasts and reports in the Distinguished Contributors Library.
Your Brain on Money: How and Why You Make the Choices You Do
Founder & CEO, Thriving Doctors · Principal, Engaging Doctors
Explains how and why you make the money choices you do, so the habits behind your Blueprint last.
“5 Minutes with Dr. Vicki” · Every Tuesday opening remarks · Weekly podcast and report
Not in Saturday repeats. Not a financial advisor.
Chief Investment Strategist
Former hedge fund analyst & portfolio manager · Equity research, Deutsche Bank and BMO
Educational market context: how markets behave inside retirement accounts and why a contractual income floor matters.
Week 3 Employer Plans · Week 8 Annuities · Weekly market podcast and report
Education only. No individual securities or recommendations.
eMONEY Distinguished Presenter
President, CPP Executive Wealth Planning and VFO Program · eMONEY Distinguished Presenter
Helps you get into eMoney, upload to the Vault and set up scenarios, so every session runs on your own numbers.
Available Weeks 1–8 · Team Leader leads Week 1 Orientation and Weeks 9–10
CPP-affiliated: President of CPP’s Executive Wealth Planning and VFO Program. Technology support and education only; no advice or recommendations.
Distinguished Contributors provide education only. Affiliation disclosure: Carlos Q. Ingram (President, CPP Executive Wealth Planning and VFO Program · eMONEY Distinguished Presenter) is affiliated with CPP; in the Fellowship he provides eMoney education and platform support only, not advice or recommendations. Podcasts and reports are published in the Distinguished Contributors Library, separate from the Member Vault. All investment, insurance, tax and legal advice is provided by independently licensed professionals.
Who We Serve
Choose the one that fits you. Each starts in a different place and uses the same Literacy to Capability Platform.
For residents, early-career and established practitioners
Student debt, practice ownership, liability exposure and tax drag arrive at once, and each specialist sees only one part of the picture.
For medical and dental associations and societies
Financial wellness content is easy to post and hard to complete. The Fellowship gives members a structured path, live sessions and a finished Blueprint.
For medical and dental schools, academic medicine and faculty development
Faculty and trainees make their largest financial decisions early and with little formal preparation. The Fellowship fits a faculty-development calendar.
For health systems and physician groups
403(b), 457(b) and other benefits only help when clinicians understand them. The Tuesday “5 Minutes with Dr. Vicki” segment, “Your Brain on Money: How and Why You Make the Choices You Do,” shows how and why clinicians make the money choices they do.
For hospitals and medical staff offices
Live sessions run Tuesday evenings and repeat on Saturday evenings, so clinicians on call can stay on pace.
CPP Program 01 · Roots · AIMFD Financial Literacy to Capability Program
An educational fellowship of the Amos Institute for Medical Faculty Development (AIMFD), Inc., directed by CPP. Each week: one topic, one skill, one artifact. In Week 9 those artifacts become your signed Financial Capability Blueprint.
Live Tuesdays 7:00–8:15 PM ET, opening with “5 Minutes with Dr. Vicki.” Repeat Saturdays 6:00–7:15 PM ET, full content without the segment.
Enrollment is open · Charter Cohort · Fall 2026 / Winter 2027
Enroll by Friday, October 23, 2026. The first live session is Tuesday, October 27, 2026.
Send the short form below. The Team Leader replies with enrollment details.
Complete enrollment and save all 20 sessions to your calendar.
Receive the Workbook and Discovery Factfinder, and get eMoney Vault access with help from Carlos Q. Ingram.
Tuesday 7:00 PM ET live, or the Saturday, October 31 repeat.
A one-page Financial Capability Blueprint built from your own workbook entries, with one decision to act on within 90 days.
Weekly artifacts are uploaded to your sponsored eMoney Vault. After Week 10, eMoney is complimentary for one year through the Team Leader.
Completers earn the Capability Completion Designation, co-signed by David Wilkes, M.D., CEO · AIMFD, and the title AIMFD Capability Fellow, conferred at the Week 10 Handoff.
Inside every session
Presenters model each week's topic live against your own numbers. Every decision you accept is saved as a scenario snapshot and added to your Blueprint.
CPP Program 02 · Trunk · Elite Wealth Management
Private access to institutional carriers, permanent-life strategies, charitable structures and limited-distribution products. Every policy is placed by an independently licensed professional.
Institutional-grade policies not available through standard distribution.
Policies that fund giving while supporting estate goals.
Bank-funded premium strategies for large policy deployment.
A premium dollar matching program that helps amplify death benefit and cash value.
Specialized underwriting for $5M–$100M+ policies.
Whole life and IUL structured as private banking instruments.
Life and annuity products offered only through qualified distributors.
Full alignment with tax, estate and investment planning in the VFO.
| Dimension | Traditional insurance | CPP Elite |
|---|---|---|
| Access | Open-market products from one agent's appointed carriers. | Institutional and limited-distribution carriers reserved for elite distributors. |
| Policy design | Off-the-shelf term, whole life or IUL. | Private-banking architecture built around your tax and estate plan. |
| Underwriting | Standard rate tables; typical limits of $1–5M. | Elite medical and financial review with informal pre-underwriting. |
| Premium funding | Out-of-pocket premium only. | Bank-funded premium financing and a premium dollar matching program. |
| Charitable strategy | Usually a beneficiary designation at most. | CRT + life, DAF-funded policies, split-dollar and wealth replacement. |
| Team coordination | Agent works apart from your attorney, CPA and RIA. | Coordinated with 25+ specialists through one Team Leader. |
| Stewardship | Anniversary statement and a renewal call. | Annual review of performance, collateral, tax law and estate updates. |
CPP Program 03 · Canopy · Elite Virtual Family Office
The CPP Elite Virtual Family Office aligns insurance, tax, estate and investment strategy under one Team Leader, with the coordination of a family office delivered through 25+ independently licensed specialists.
“25+ specialists, one Team Leader, one coordinated plan.”
Trust design, ILITs and charitable structures.
Buy-sell, key-person and executive compensation.
403(b), 457(b) and tax-free income design.
Income sequencing aligned with the full plan.
Portfolio decisions coordinated with tax and estate.
Life, disability and liability coverage in one view.
How We Work
Resource Center
Open, save or share the current materials. Every document is educational and uses the same dates and terms as this site.
Free access
Every brochure, calendar and program document here is free. We ask for your name, email and phone so the Team Leader can send updates and answer questions about the Fellowship.
All ten weeks, Tuesday and Saturday dates, Holidays and the four steps to enroll by October 23, 2026.
One-page schedule of all 20 sessions for the Charter Cohort · Fall 2026 / Winter 2027.
The full slide-deck calendar: every Tuesday session and Saturday repeat, week by week, with Holidays and your Team of Experts.
The one-page Blueprint every Member writes, signs in Week 9 and acts on within 90 days.
How completers earn the Designation and the title AIMFD Capability Fellow at the Week 10 Handoff.
The Member workbook for all ten weeks, building step by step to your signed Financial Capability Blueprint.
Your one-time intake, completed before Session 1 so every session is tailored to your household.
How Members and presenters use the eMoney platform in the weekly sessions, and which Financial Capability Blueprint is the program deliverable.
The 13-slide portrait deck: the cover, four supplements on student loans, asset protection, life insurance and the Blueprint’s seven advantages, then the Blueprint, the ten-week program and three career stages.
The same 13 slides in widescreen format for presenting on screen or in a Zoom session.
The Fellowship at a glance, the 20-session roadmap with Holidays, and how to enroll.
A one-page summary of the AIMFD Capability Fellowship to print or share.
How the Literacy to Capability Platform serves professionals, associations, institutions, health systems and hospitals.
An educational reference to how life insurance and annuities reach medical and dental professionals.
An educational reference to public, private and alternative investment channels.
The six blueprints, the ten-week curriculum and how the program compares with White Coat Investor, Medscape and Doximity.
How integrating insurance into a retirement plan can support income, tax efficiency and legacy.
Works with Outlook, Google Calendar and Apple Calendar. Times are Eastern.
Looking for something not listed here? Email olin@consortiumproviders.com.
Questions
No. The Team Leader coordinates education and your Team of Experts. Investment, tax, legal, accounting and insurance advice comes only from independently licensed professionals you engage directly, each accountable under their own license.
A one-page Financial Capability Blueprint that you build in Week 9 from your Weeks 1–8 artifacts and sign. It names one number, one structure and one decision to act on within 90 days. Week 10 is the Handoff, with a 30-day calendar at Day 7, Day 14 and Day 30.
Every live Tuesday session (7:00–8:15 PM ET) repeats on Saturday (6:00–7:15 PM ET) of the same week, so you can stay on pace. The Saturday repeat covers the full session content; “5 Minutes with Dr. Vicki” runs on Tuesdays only.
eMoney is your sponsored Vault and the presenter's modeling workbench. Weekly artifacts are uploaded to the Vault. After Week 10, eMoney is complimentary for one year through the Team Leader.
Vicki Rackner, MD (“Your Brain on Money: How and Why You Make the Choices You Do”), Tim Pierotti (Chief Investment Strategist) and Carlos Q. Ingram (President, CPP Executive Wealth Planning and VFO Program · eMONEY Distinguished Presenter). Vicki opens every Tuesday live session with “5 Minutes with Dr. Vicki” during opening remarks (not in the Saturday repeat). Tim leads short guest segments in Weeks 3 and 8. Both publish a weekly podcast and report. Carlos is available in Weeks 1–8 for eMoney and Vault support and is affiliated with CPP as President of its Executive Wealth Planning and VFO Program. Week 1 Orientation and Weeks 9 and 10 are led by Team Leader Olin T. Wiley, CPhD, CWC. They provide education only; licensed professionals provide all advice.
No. It recognizes completion of an educational program. It is not a license, certification or continuing-education credit. Completers earn the title AIMFD Capability Fellow.
Enrollment is open for the Charter Cohort · Fall 2026 / Winter 2027. Enroll by Friday, October 23, 2026, using the request form or by emailing olin@consortiumproviders.com. Week 1 Orientation is Tuesday, October 27, 2026, with a Saturday, October 31 repeat.
No. Each program stands on its own. Members can also start with the Fellowship and later continue into the Elite Wealth Management Program and the Virtual Family Office to implement their Blueprint.
Next Step
Tell us your role and what you want to solve. We will recommend the Fellowship, the Elite program, the Virtual Family Office, or a combination.