Deep Roots. A Strong Trunk. A Canopy That Shelters Generations.
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.
AIMFD Financial Literacy to Capability Program
A 10-week, 20-session AIMFD Capability Fellowship. You finish with a one-page Financial Capability Blueprint you wrote yourself.
CPP Elite Wealth Management Program
Private access to institutional-grade insurance and wealth-building structures designed for the income, risk, and estates of medical and dental professionals.
CPP Elite Virtual Family Office
Tax, estate, investment, retirement, and insurance strategies are aligned in one plan, with a team of experts working from the same page.
Your Team Leader and Distinguished Contributors
Olin T. Wiley, CPhD, CWC
After 52 years in the financial services industry, 20 in corporate management, and 32 advising physicians, dentists, and other high-income and high-net-worth individuals, Olin has moved to the next phase of his career. Today he serves as an educator and coach for individuals, associations, institutions, and health service organizations, and as a team leader, program director, and platform 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.
Three Specialists Who Join the Team of Experts
Every Tuesday opens with “5 Minutes with Dr. Vicki,” plus guest segments and weekly podcasts and reports in the Distinguished Contributors Library.
Vicki Rackner, MD
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.
Not in Saturday repeats. Not a financial advisor.
Tim Pierotti
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.
Education only. No individual securities or recommendations.
Carlos Q. Ingram
eMONEY Distinguished Presenter
Helps you get into eMoney, upload to the Vault, and set up scenarios, so every session runs on your own numbers.
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 (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.
One Platform, Shaped to Five Audiences
Choose the one that fits you. Each starts in a different place and uses the same Literacy to Capability Platform.
High Income, Little Time, and Decisions That Compound
Student debt, practice ownership, liability exposure, and tax drag arrive at once, and each specialist sees only one part of the picture.
Where to Start: the AIMFD Capability Fellowship
A Member Benefit That Members Actually Finish
Financial wellness content is easy to post and hard to complete. The Fellowship gives members a structured path, live sessions, and a finished Blueprint.
Where to Start: A Partnership Conversation With the Team Leader
Financial Capability as Part of Professional Development
Faculty and trainees make their largest financial decisions early and with little formal preparation. The Fellowship fits a faculty-development calendar.
Where to Start: A Discovery Call With the Team Leader
Help Employed Clinicians Use the Benefits You Already Offer
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.
Where to Start: A Discovery Call With the Team Leader
A Schedule Built Around Shifts, Not Bankers' Hours
Live sessions run Tuesday evenings and repeat on Saturday evenings, so clinicians on call can stay on pace.
Where to Start: A Discovery Call With the Team Leader
The AIMFD Capability Fellowship
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.
Cohort:
Charter Cohort · Fall 2026 / Winter 2027
Dates:
November 10, 2026 – January 23, 2027
Live:
Tuesdays 7:00–8:15 PM ET · Opens With “5 Minutes with Dr. Vicki”
Repeat:
Saturdays 6:00–7:15 PM ET
Enroll By:
Friday, October 23, 2026 · Enrollment Is Open
Ten Weeks, Twenty Sessions, One Blueprint
Live Tuesdays 7:00 - 8:15 PM ET, opening with “5 Minutes with Dr. Vicki.” Repeat Saturdays from 6:00 to 7:15 PM ET, with full content without the segment.
With Team Leader Olin T. Wiley, CPhD, CWC
Live · Tue
Nov 10, 2026
Repeat · Sat
Nov 14, 2026
Live · Tue
Nov 17, 2026
Repeat · Sat
Nov 21, 2026
With Tim Pierotti
Live · Tue
Dec 1, 2026
Repeat · Sat
Dec 5, 2026
Live · Tue
Dec 8, 2026
Repeat · Sat
Dec 12, 2026
Live · Tue
Dec 15, 2026
Repeat · Sat
Dec 19, 2026
Live · Tue
Jan 5, 2027
Repeat · Sat
Jan 9, 2027
Live · Tue
Jan 12, 2027
Repeat · Sat
Jan 16, 2027
With Tim Pierotti
Live · Tue
Jan 19, 2027
Repeat · Sat
Jan 23, 2027
With Team Leader Olin T. Wiley, CPhD, CWC
Live · Tue
Jan 26, 2027
Repeat · Sat
Jan 30, 2027
With Team Leader Olin T. Wiley, CPhD, CWC
Live · Tue
Feb 2, 2027
Repeat · Sat
Feb 6, 2027
Four Steps From Here to Week 1
Enroll by Friday, October 23, 2026. The first live session is Tuesday, November 10, 2026.
Open the Fellowship Overview, Roadmap & Enrollment brochure, and complete the enrollment form. 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, November 14, repeat.
Questions first? olin@consortiumproviders.com
The Blueprint
A one-page Financial Capability Blueprint built from your own workbook entries, with one decision to act on within 30 days.
The Vault
Weekly artifacts are uploaded to your sponsored eMoney Vault. After Week 10, eMoney is complimentary for one year through the team leader.
The Designation
Completers earn the Capability Completion Designation, co-signed by David Wilkes, M.D., CEO of AIMFD, and the title AIMFD Capability Fellow, conferred at the Week 10 Handoff.
eMoney Is the Shared Workbench, Not a Demo
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.
| YOU, THE MEMBER | THE PRESENTER | |
|---|---|---|
| Before | Upload statements, deeds, policies and estate documents to the Vault. | Reviews your Vault data and prepares the week's scenario. |
| During | Bring your workbook prompts and ask for your own scenario to be modeled. | Runs live what-ifs on your actual balances. No canned illustrations. |
| After | Complete the worksheet and produce the week's artifact. | Exports each accepted decision as a scenario snapshot. |
Private-Banking Architecture, Built for Medical and Dental Professionals
Private access to institutional carriers, permanent-life strategies, charitable structures, and limited-distribution products. Every policy is placed by an independently licensed professional.
01
Institutional-grade policies not available through standard distribution.
02
Policies that fund giving while supporting estate goals.
03
Bank-funded premium strategies for large policy deployment.
04
A premium dollar matching program that helps amplify death benefits and cash value.
05
Specialized underwriting for 5M–100M+ policies.
06
Whole life and IUL are structured as private banking instruments.
07
Life and annuity products offered only through qualified distributors.
08
Full alignment with tax, estate, and investment planning in the VFO.
Traditional Insurance vs. CPP Elite
| 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. |
Five-Step Engagement
01
A 30-minute discovery call with the Team Leader.
02
Existing policies, tax returns, and estate documents.
03
A custom strategy designed, modeled, and presented.
04
Underwriting, application, and collateral setup.
05
Annual performance and structure review.
Your Family Office, Without Building One
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, and one coordinated plan.”
Estate Planning
Trust design, ILITs, and charitable structures.
Business Planning
Buy-sell, key-person, and executive compensation.
Tax Strategy
403(b), 457(b), and tax-free income design.
Retirement Income
Income sequencing aligned with the full plan.
Investment Alignment
Portfolio decisions coordinated with tax and estate.
Protection
Life, disability, and liability coverage in one view.
Coordination is Separate From Advice. That Separation is the Point.
The Team
Leader Coordinates
- Leads Education and Curriculum
- Assembles Your Team of Experts
- Keeps Every Discipline on One Plan
- Tracks Decisions and Next Steps
Licensed
Professionals Advise
- Engaged Directly by You
- Accountable Under Their Own License
- Carry Their Own E&O Coverage
- Sign and Own Every Recommendation
Brochures and Documents to Download
Open, save, or share the current materials. Every document is educational and uses the same dates and terms as this site.
Enter Your Details to Open the Download Library
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.
Your information is used only to follow up about CPP and AIMFD programs. It is never sold.
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Looking for something not listed here? Email olin@consortiumproviders.com.
Looking for something not listed here? Email olin@consortiumproviders.com.
What People Ask Before They Start
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 30-Minute Discovery Call to Find Where You Start
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.
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