Module #1 Introduction to Financial Planning Overview of financial planning, importance of financial literacy, and goals of the course
Module #2 Understanding Your Financial Situation Assessing income, expenses, assets, and liabilities; creating a personal balance sheet
Module #3 Budgeting for Healthcare Professionals Creating a budget that accounts for irregular income, student loan debt, and other healthcare professional-specific financial considerations
Module #5 Investing 101 Introduction to investing concepts, risk tolerance, and asset allocation
Module #6 Retirement Planning Understanding retirement account options, contribution limits, and strategies for healthcare professionals
Module #7 Tax Planning for Healthcare Professionals Understanding tax implications of freelance, locum, or entrepreneurial work; tax deductions and credits
Module #8 Insurance and Risk Management Understanding disability, life, and liability insurance options for healthcare professionals
Module #9 Practice Management and Entrepreneurship Financial considerations for starting and running a medical practice or healthcare business
Module #10 Real Estate and Mortgages Understanding real estate investment opportunities and mortgage options for healthcare professionals
Module #11 Credit and Debt Management Understanding credit scores, credit card debt, and debt consolidation strategies
Module #12 Estate Planning and Wills Understanding the importance of estate planning, wills, and trusts for healthcare professionals
Module #13 Financial Planning for Non-Traditional Income Managing irregular income from freelance, locum, or entrepreneurial work
Module #14 Financial Planning for Healthcare Professional Couples Coordinating financial goals and strategies for healthcare professional couples
Module #15 Financial Planning for Healthcare Professionals in Transition Managing finances during career changes, relocation, or periods of unemployment
Module #16 Charitable Giving and Philanthropy Understanding options for charitable giving and philanthropy for healthcare professionals
Module #17 Avoiding Financial Pitfalls Common financial mistakes to avoid, including lifestyle inflation and excessive spending
Module #18 Financial Planning for Healthcare Professionals in Leadership Roles Managing finances as a department chair, medical director, or healthcare administrator
Module #19 Financial Planning for International Healthcare Professionals Managing finances as an international healthcare professional, including tax implications and exchange rates
Module #20 Creating a Financial Plan Developing a comprehensive financial plan tailored to individual goals and needs
Module #21 Implementing Your Financial Plan Putting your financial plan into action, including setting up accounts and automating investments
Module #22 Monitoring and Adjusting Your Financial Plan Regularly reviewing and updating your financial plan to stay on track
Module #23 Case Studies in Financial Planning Real-life examples of financial planning for healthcare professionals, including common challenges and successes
Module #24 Resources for Ongoing Financial Education Recommended resources for ongoing financial education and support
Module #25 Financial Planning for Healthcare Professionals in Different Stages of Life Financial planning strategies for healthcare professionals in different stages of life, including residency, early career, and retirement
Module #26 The Intersection of Personal and Professional Finances Understanding how personal finances impact professional decisions and vice versa
Module #27 Financial Planning for Healthcare Professionals with Side Hustles Managing finances with multiple income streams, including freelance, consulting, or entrepreneurial work
Module #28 Financial Planning for Healthcare Professionals with Dependents Managing finances with dependents, including saving for education expenses and planning for their financial futures
Module #29 Financial Planning for Healthcare Professionals in High-Risk Specialties Managing finances with high-risk specialties, including malpractice insurance and risk management strategies
Module #30 Course Wrap-Up & Conclusion Planning next steps in Financial Planning for Healthcare Professionals career
