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.

Sign in to view
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
Sign in to view
Introduction to the Canadian Tax System
Sign in to view
Mortgages 101
Sign in to view
Introduction to Investing
Sign in to view
Overview of Fixed Income Investments
Sign in to view
Introduction to equity investments
Sign in to view
Module 3

Save

Lifestyle Creep
Sign in to view
The Tax-Free Savings Account
Sign in to view
Registered Savings Products (RRSPs, RESPs)
Sign in to view
All About Incorporation
Sign in to view
Advanced insurance products
Sign in to view
Starting a Practice
Sign in to view