Terms & Conditions
About White Coat Institute
White Coat Institute provides residency-style and certificate educational programs for physicians and other medical professionals who want to understand institutional-grade finance and manage their own wealth. This website and White Coat Institute programs, materials, and communications are provided for educational and informational purposes.
No Investment Advice
White Coat Institute is not a registered investment adviser or broker-dealer. It does not provide investment advice, construct portfolios, assess suitability, or solicit investments. White Coat Institute does not provide legal, tax, or accounting advice. Nothing on this website is a substitute for advice from qualified professionals you engage directly, and use of this website or participation in a program does not create an advisory, fiduciary, or client relationship.
No Offer of Securities
Nothing on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation of any security, financial instrument, or investment strategy. Nothing on this website shall be interpreted as an offering of securities in any jurisdiction where such offering is not authorized or lawful.
Affiliated Institutional Platforms
White Coat Institute is affiliated with institutional platforms, and program participants may observe their operations as part of their education. Any exposure to investment vehicles occurs through separate legal structures, governed by independent documentation, eligibility requirements, and jurisdictional constraints.
No Assurance of Outcomes
Programs are educational preparation. White Coat Institute does not guarantee admission, a career transition, employment, placement, income, investment returns, or any other outcome. References to frameworks, strategies, or market conditions are not guarantees of future performance. All investment activity involves risk, including the potential loss of capital.
Illustrations and Figures
Worked examples, benchmarks, and figures on this website are illustrations based on stated assumptions. They are provided for education only and are not actual results, projections, or recommendations for your situation. Tax and legal figures are stated for the year shown and change over time.
Testimonials
Testimonials on this website are individual statements from program participants, quoted verbatim from anonymous interviews. No compensation was provided for these statements. They are not representative of any particular result and do not describe or predict any outcome.
Programs, Admission, and Payment
White Coat Institute is not an accredited educational institution in any jurisdiction, does not issue degrees, and does not provide continuing medical education credits. Certificate programs conclude with a certificate indicating completion of the program; it is not an accredited credential, a degree, or a professional designation. Admission to any program is by application, and application does not imply acceptance. Programs require full payment upfront or at contract signing; White Coat Institute does not offer installment plans, financing arrangements, or deferred payment structures. Program-specific terms are set out in each participant's contract.
Confidentiality and Conduct
Program participants sign a confidentiality agreement. Confidentiality breaches and other conduct violations result in removal from the program without refund.
Forward-Looking Perspectives
This website may contain forward-looking perspectives based on internal analysis and external market observations. These are subject to change without notice.
Third-Party Links
Hyperlinks to third-party websites are provided for context and do not constitute endorsement.
Intellectual Property
All content on this website is proprietary. Reuse or distribution of any material, including frameworks, visualizations, or research output, requires written permission. © 2026 by White Coat Institute®. White Coat Institute® is our trademark worldwide.
Changes
These terms may be updated from time to time. The version on this page is the current version.
Contact
White Coat Institute
2 Pomperaug Office Park, Suite 207
Southbury, CT 06488, United States
230 Park Avenue
New York, NY 10169, United States
[email protected]
Tel: +1 212 203 6539