Financial Pulse

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.

Module 1

Plan

Introduction to financial literacy and personal financial management, Part 1

Introduction to financial literacy and personal financial management, Part 2

Understand the process of setting a personal budget, Part 1

Understand the process of setting a personal budget, Part 2

Learn how to read your pay stub

Overview of debt products and debt management

Introduction to insurance

Module 2

Build

Overview of Physician Income

Introduction to the Canadian Tax System, Part 1

Introduction to the Canadian Tax System, Part 2

Introduction to the Canadian Tax System, Part 3

Introduction to the Canadian Tax System, Part 4

Mortgages 101, Part 1

Mortgages 101, Part 2

Introduction to Investing, Part 1

Introduction to Investing, Part 2

Introduction to Investing, Part 3

Overview of Fixed Income Investments

Introduction to equity investments

Module 3

Save

Lifestyle Creep

The Tax-Free Savings Account

Registered Savings Products (RRSPs, RESPs), Part 1

Registered Savings Products (RRSPs, RESPs), Part 2

All About Incorporation, Part 1

All About Incorporation, Part 2

All About Incorporation, Part 3

All About Incorporation, Part 4

All About Incorporation, Part 5

All About Incorporation, Part 6

Advanced insurance products

Starting a Practice, Part 1

Starting a Practice, Part 2