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Financial Literacy for Allied Health and Wellness Professionals: Beginner Course

Financial Literacy for Allied Health and Wellness Professionals: Beginner Course

Financial Literacy for Allied Health and Wellness Professionals: Beginner Course

This course includes
2:12:10 of Course Material (View)
Lifetime access after purchase
Certificate of completion

Course Description:

I’ve created this online course for those people who are looking to take control of their life and time.

Time in my opinion is the most valuable, non-renewable resource we have.

This course is designed for those who want to achieve a sense of fulfillment by improving their own financial situation and creating clarity in their financial future.

The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation.

This beginner course will set the stage for an entry-level understanding of what financial literacy is and why it is so important to understand money, investing, and planning.

Course Objectives:

  • To create an awareness on subject matter that is not readily taught in primary, secondary, post-secondary, or graduate traditional education
  • To provide an entry-level framework on what allied health and wellness professionals can do to achieve their financial goals
  • To encourage students to take immediate action in providing sample next steps

Course Details:

  • Prerequisite: None
  • Course Fee: $150 CAD
  • Access Duration: Lifetime
  • Certificate of Completion: Yes          


Course Content:

  • Mindset and Goal Setting
  • Money and the Influence of Family and Friends
  • Financial Planning for ‘Retirement’
  • Compound Interest and Compound Good Will
  • The Canadian Dream- Case Study
  • Debts/ Liabilities/Assets
  • Things I Wish I Had Known Earlier
  • Types of Income (Employee-Sole Proprietor- Corporation)
  • Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
  • TFSA/RRSP/Non Registered Funds
  • Spenders/Savers/Investors and the Impact of Inflation
  • Life/Disability and Critical Illness Insurance
  • Basic Tax Planning that I have Used
  • Insight on Purchasing your first Home and Your Credit Score- what it entails
  • Actionable Steps (Budgeting, Emergency Funds, valuing your time)

                                                                           financial literacy skills

The instructors
Robin Valadares


While completing my undergraduate degree at Queen’s University in Kinesiology, I was the varsity Basketball trainer, helping athletes with their off and on the court training and rehabilitation. I then continued my education by obtaining my Masters of Science in Physiotherapy at McMaster University.

I am extremely sports-oriented; a previous soccer player, and having a large passion for the game, I was fortunate enough to be selected to work as a soccer on-field therapist at the 2015 Pan Am games.

I do have a special interest in manual therapy and have obtained my level 3 certification from the Orthopedic Division of the Canadian Physiotherapy Association. My love of golf has spilled over from playing it avidly to being credentialed through the Titleist Performance Institute as a Medical Level 3 practitioner for golf-specific rehabilitation. In the spirit of progressing the profession of physiotherapy I have been appointed as an Associate Clinical Professor (Adjunct) in the School of Rehabilitation Sciences at McMaster University.


Don’t get me wrong, I love being a Physiotherapist and I’m truly blessed that I can go to work with a smile on my face knowing that I am making a positive impact on my client’s life.


I knew that being a Physiotherapist would not solely lead to my goals of retiring early and enjoying my middle (and not my golden) years living on my schedule and not trading my time for money.

Throughout my 8 years + of being a practicing Physiotherapist, I’ve been fortunate enough to complete several manual therapy, exercise, concussion, golf-specific courses (the traditional path- find a niche, expand your therapeutic tool kit and own it) courses. It was in those courses that I came across experienced practitioners to novices all on the same journey, to become successful practitioners and skilled technicians. Just the way our traditional education system (TES) always promised us.

What our TES did not teach us (at least not me) was how to get out of student debt, the difference between a TFSA and RRSP, what the stock market is, how to buy my first home, why saving money may make me less wealthy. Instead, my brain was filled with stoichiometry, the quadratic formula, how to ‘feel’ an intervertebral motion, and how to stress test the dorsal calcaneocuboid ligament.

I was fed up circling around the rat race and devised a plan to get out of it.

Course Material included in this course
  • Course Introduction
  • Welcome!
  • Introduction
  • Feedback
  • Pre-Course Survey- Please Fill Out Before Starting the Course:)
  • Mindset and Influences
  • Mindset
  • Money and the Influence of Family and Friends
  • Feedback
  • Financial Planning
  • Retirement
  • Compound Interest and Compounding Good Will
  • The Canadian Dream- Case Study
  • Debts, Assets, and Liabilities
  • Feedback
  • Critical Knowledge
  • Things I Wish I Had Known Earlier
  • Types of Income
  • Stock Market Terms
  • Canadian Investment Vehicles
  • Spenders, Savers, and Investors
  • Feedback
  • Application
  • Life, Critical Illness, and Disability Insurance
  • Basic Tax Planning
  • Factors that Influence your First Home Purchase
  • Diversification of Income
  • Actionable Steps
  • Feedback
  • BONUS Material
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