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Financial Literacy for Allied Health and Young Professionals: Intermediate Course

Financial Literacy for Allied Health and Young Professionals: Intermediate Course

Financial Literacy for Allied Health and Young Professionals: Intermediate Course

CA$150.00
This course includes
1:40:59 of Course Material (View)
Lifetime access after purchase
Certificate of completion

Course Description:

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

This course is designed for those people who want to achieve a sense of fulfillment through improving their own financial situation and clarity on their financial future.

So I guess you are ready to level up?

Are you feeling confident with the basics and excited to learn more about growing your net worth, developing other streams of income, planning for retirement?

The intermediate course will build upon the beginner course and dive into the technical aspects of building out your financial freedom plan.

Course Objectives:

  • Building upon concepts and understanding  from Beginner Course
  • Designed to provide ideas/examples on how to allocate investments to achieve financial/retirement goals.
  • Exposure to a variety of investment vehicles and asset classes.
  • Gain familiarity of tracking and evaluating goals, maneuvering through spreadsheets, and increase personal accountability

Course Details:

Course Content

  • Complex Tax Planning that I've Used
  • Real Estate Investing- Buy and Hold, Rent to Own, BRRR, Wholesale
  • Pay down your Principal Residence or Invest?
  • Robo-Advisor, Do it Yourself, Financial Advisor
  • Stock Market- Buy and Hold, Trading Options, DRIP
  • Dollar-Cost Averaging vs Lump Sump Investing
  • Private Lending- Promissory Notes, RRSP Lending
  • Cryptocurrency- Buy and Hold
  • Fine Art Investing- What it is? Why Invest?
  • What is Financial Portfolio Construction?
  • Case Study Examples and Walking Through Spreadsheets
The instructors
Robin Valadares
BScH, MSc PT

Traditional/Unconventional

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.

Non-traditional/Unconventional

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.

BUT

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
  • Complex Tax Strategies
  • Feedback
  • Pre-Course Survey- Please Fill Out Before Starting the Course:)
  • The Power of Real Estate
  • Why Purchase Real Estate?
  • Vacation Rentals, BRRRR, Wholesale and Rent to Own
  • Pay Down Principal Residence or Invest?
  • Feedback
  • Stock Market
  • Robo-Advisor, Do it Yourself, Financial Advisor
  • Buy and Hold, Trading Options, DRIP
  • Feedback
  • Other Investment Options
  • Private Lending
  • Cryptocurrency Investing
  • Fine Art Investing
  • Feedback
  • Application
  • Financial Portfolio Construction
  • Spreadsheet Walkthrough
  • Feedback
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