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Personal Finance Adulting 101 for Healthcare Professionals - Beginner Course

Personal Finance Adulting 101 for Healthcare Professionals - Beginner Course

Personal Finance Adulting 101 for Healthcare Professionals - Beginner Course

CA$200.00
This course includes
Lifetime access after purchase
Certificate of completion
The instructors

Course Description:

I’ve created this online course for those people who are looking to take control of their life and time.

Time in my opinion is the most valuable, non-renewable resource we have.

This course is designed for those who want to achieve a sense of fulfillment by improving their own financial situation and creating clarity in their financial future.

The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation.

This beginner course will set the stage for an entry-level understanding of what financial literacy is and why it is so important to understand money, investing, and planning.

 

Short Introductory Video:

 

Course Objectives:

  • To create an awareness on subject matter that is not readily taught in primary, secondary, post-secondary, or graduate traditional education
  • To provide an entry-level framework on what allied health and wellness professionals can do to achieve their financial goals
  • To encourage students to take immediate action in providing sample next steps

 

Course Details:

  • Prerequisite: None
  • Course Fee: $200 CAD
  • Access Duration: Lifetime
  • Certificate of Completion: Yes          

 

Course Content:

  • Mindset and Goal Setting
  • Money and the Influence of Family and Friends
  • Financial Planning for ‘Retirement’
  • Compound Interest and Compound Good Will
  • The Canadian Dream- Case Study
  • Debts/Liabilities/Assets and Why It’s Crucial to Know the Difference
  • THINGS I WISH I HAD KNOWN EARLIER IN MY CAREER
  • Types of Income (Employee-Sole Proprietor- Corporation)
  • Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
  • TFSA/RRSP/Non Registered Funds
  • Spenders/Savers/Investors and How Inflation is Eroding Your Wealth
  • Basic Tax Planning that I have Used
  • Credit Score- what it entails
  • Insight on Purchasing your first Home
  • Actionable Steps (7 Step Savvy Saving System)

 

                                                                           financial literacy skills

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The instructors
Robin Valadares
BScH, MSc PT

Like you, I'm a healthcare professional—a physiotherapist, to be exact. I followed the traditional path: high school, undergrad, and post-grad studies. I've worked alongside brilliant colleagues and dedicated myself to helping clients. But over the years, I realized something was missing. Our education system, while excellent at developing clinical skills, often neglects a crucial aspect of our well-being: financial literacy. We're taught to prioritize our clients' needs, often at the expense of our own financial health. We graduate with little knowledge of personal finance, investing, or building long-term wealth. This realization sparked a passion in me.

I became an unconventional financial literacy educator, self-taught and driven to empower healthcare professionals like you.

I haven't taken a single business, economics, or accounting course. My financial knowledge comes from years of self-education, networking, trial and error, and, yes, even failure. I'm still a passionate physiotherapist, but I've also discovered the freedom and fulfillment that comes with financial independence. I'm not just building a career; I'm building a life of choice and purpose.

Over my 13+ years in practice, I've noticed a common thread among healthcare professionals: a desire for financial security but a lack of resources to achieve it. We're experts in our fields, but when it comes to personal finance, we're often left to navigate a complex landscape alone. That's why I created the platform, Financially Fulfilled Physio. I want to share the knowledge I've gained and empower you to take control of your financial future.

If you're ready to move beyond "hoping" for the best and start building a solid financial foundation, I'm here to guide you.

Material included in this course
  • COURSE INTRODUCTION Free
  • Welcome!
  • Pre-Course Survey- Please Fill Out Before Starting the Course
  • Introduction
  • MINDSET AND INFLUENCES
  • Mindset and Goal Setting
  • Money and the Influence of Family and Friends
  • Scarcity vs Growth Mindset Quiz
  • Feedback
  • FINANCIAL PLANNING
  • Financial Planning for ‘Retirement’
  • Compound Interest and Compound Good Will
  • The Canadian Dream Case Study
  • Debts/ Liabilities/Assets
  • Debts/Liabilities/Assets Quiz
  • Feedback
  • CRITICAL KNOWLEDGE
  • Things I Wish I Had Known Earlier
  • Types of Income and How Your Income is Classified
  • Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
  • TFSA/RRSP/Non Registered Funds
  • Spenders/Savers/Investors and the Impact of Inflation
  • Types of Income Quiz
  • TFSA/RRSP Quiz
  • Stock Market Terms Quiz
  • Feedback
  • Glossary of Financial Terms
  • APPLICATION
  • Basic Tax Planning That I Have Used
  • Insight on Purchasing Your First Home
  • Credit Score - What It Entails
  • Diversification of Income
  • Actionable Steps (7 Step Savvy Saving System)
  • Feedback
  • CONCLUSION
  • Conclusion
  • WHAT'S NEXT?
  • Resources/References
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