Personal Finance Adulting 201 for Healthcare Professionals - Intermediate Course

Personal Finance Adulting 201 for Healthcare Professionals - Intermediate Course
This course includes
The instructors
Course Description:
I’ve created this online course for those who are looking to take control of their life.
This course is designed for those people who want to achieve a sense of fulfillment through improving their own financial situation and clarity on their financial future.
So I guess you are ready to level up?
Are you feeling confident with the basics and excited to learn more about growing your net worth, developing other streams of income, planning for retirement?
The intermediate course will build upon the beginner course and dive into the technical aspects of building out your financial freedom plan.
Course Objectives:
- Building upon concepts and understanding from Beginner Course
- Designed to provide ideas/examples on how to allocate investments to achieve financial/retirement goals.
- Exposure to a variety of investment vehicles and asset classes.
- Gain familiarity of tracking and evaluating goals, maneuvering through spreadsheets, and increase personal accountability
Course Details:
- Prerequisite: Financial Literacy for Allied Health and Wellness Professionals: Beginner Course
- Course Fee: $200 CAD
- Access Duration: Lifetime
- Certificate of Completion: Yes
Course Content
- Complex Tax Planning that I've Used
- Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale
- Should I pay off my mortgage or invest?
- Robo-Advisor, Do it Yourself, Financial Advisor
- Stock Market- Buy and Hold, Trading Options, DRIP
- Dollar-Cost Averaging vs Lump Sump Investing
- Private Lending- Promissory Notes, RRSP Lending
- Life/Disability and Critical Illness Insurance
- Wills, POA, and Why they Matter!
- Cryptocurrency- Buy and Hold
- Fine Art Investing- What it is? Why Invest?
- Fine Wine Investing- What it is? Why Invest
- Can You Rely on Your Pension?
- What is Financial Portfolio Construction?
- Case Study Examples and Walking Through Spreadsheets
The instructors

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
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COURSE INTRODUCTION
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Welcome!
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Introduction
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Pre-Course Survey- Please Fill Out Before Starting the Course
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KNOWING YOUR WORTH
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Complex Tax Planning that I've Used
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Why Time is the Most Valuable Asset You Own
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Return on Time Quiz
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Feedback
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TRADITIONAL INVESTMENT STRATEGIES
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Real Estate Investing- Buy and Hold, Rent to Own, BRRR, Wholesale
-
Pay Down Your Principal Residence or Invest?
-
Robo-Advisor, Do it Yourself, Financial Advisor
-
Stock Market- Buy and Hold, Trading Options, DRIP
-
Dollar Cost Averaging vs Lump Sump Investing
-
Private Lending- Promissory Notes, RRSP
-
Real Estate Investing Quiz
-
Stock Market Quiz
-
Feedback
-
PROTECTING YOURSELF
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Wills, POA and Why they Matter!
-
Life/Disability and Critical Illness Insurance
-
Can You Rely on ‘Your’ Pension?
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Protecting Yourself Quiz
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Feedback
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ALTERNATIVE INVESTMENT STRATEGIES
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Cryptocurrency Investing
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Fine Art Investing- What it is? Why Invest?
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Fine Wine Investing- What it is? Why Invest?
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Alternative Investments Quiz
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Feedback
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HOW TO GET STARTED
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What is Financial Portfolio Construction?
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Case Study Examples and Reviewing Sample Spreadsheet
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Feedback
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CONCLUSION
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WHAT'S NEXT?
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Resources/References