Foundations

The Financial Pulse curriculum is designed to begin with our instructional video series, The Financial Pulse Foundations. The core curriculum consists of three Modules, with each Module containing upwards of six Lessons. Lessons are short six to ten minute videos that provide an overview of essential financial literacy topics. The Modules are:

  • Plan: Introductory module that covers the concepts of financial planning, setting a budget, debt management, and personal insurance
  • Build: Intermediate module that provides an introductory overview of more advanced concepts such as mortgages, taxation, investments, and physician compensation
  • Save: Advanced module that builds on previously introduced concepts and provides education on incorporation, advanced insurance topics, and establishing a practice
Introduction

Plan. Build. Save.

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Module 1

Plan

Introduction to financial literacy and personal financial management, Part 1
open
Introduction to financial literacy and personal financial management, Part 2
open
Understand the process of setting a personal budget, Part 1
open
Understand the process of setting a personal budget, Part 2
open
Learn how to read your pay stub
open
Overview of debt products and debt management
open
Introduction to insurance
open
Module 2

Build

Overview of Physician Income
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Introduction to the Canadian Tax System, Part 1
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Introduction to the Canadian Tax System, Part 2
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Introduction to the Canadian Tax System, Part 3
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Introduction to the Canadian Tax System, Part 4
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Mortgages 101, Part 1
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Mortgages 101, Part 2
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Introduction to Investing, Part 1
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Introduction to Investing, Part 2
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Introduction to Investing, Part 3
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Overview of Fixed Income Investments
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Introduction to equity investments
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Module 3

Save

Lifestyle Creep
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The Tax-Free Savings Account
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Registered Savings Products (RRSPs, RESPs), Part 1
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Registered Savings Products (RRSPs, RESPs), Part 2
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All About Incorporation, Part 1
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All About Incorporation, Part 2
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All About Incorporation, Part 3
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All About Incorporation, Part 4
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All About Incorporation, Part 5
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All About Incorporation, Part 6
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Advanced insurance products
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Starting a Practice, Part 1
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Starting a Practice, Part 2
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