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Resources

Curriculum Deployment

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Contact us for free curriculum deployment materials including:

  • Curriculum deployment tips

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Learning Objectives

Tailored Content for asynchronous learning

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Education Debt

By the end of this session, residents with federal education loans will be able to:

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1. Describe a framework for deciding which loan repayment option to choose, namely:

  • Public Service Loan Forgiveness

    • Recognize factors that support pursuit of PSLF

    • List pros and cons associated with pursuit of PSLF

  • Federal Repayment Plans

    • Recognize key differences between federal loan repayment plans​

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2. Describe a framework for deciding whether to refinance federal loans with a private company

  • Describe rationale for consolidation

  • Describe factors associated with lower total payment

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3. Apply knowledge to suggest a course of action regarding federal student loan repayment given a hypothetical scenario

Education Debt
Financial Advisors

Financial Advisors

By the end of this session, residents will be able to:

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  1. Recognize and describe common types of general personal finance advisers

    • CFP

    • ChFC

    • CPA / PFS

  2. Understand common payment structures/fee schedules utilized by financial advisers

    • Fee only

    • Fee-based

    • Commissions

  3. Describe where to find a financial adviser

  4. Given a hypothetical scenario, apply knowledge to suggest a course of action regarding obtaining professional personal finance advice

Investing

Investing

By the end of this session, residents will be able to:

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  1. Describe the basic concept of investing

  2. Describe a framework for determining whether excess income should be invested vs used to make student loan payments

  3. List and describe the basic accounts in which money can be invested including common associated fees (e.g., load, expense ratio) and withdrawal penalties

    • 401(k) / 403(b)

    • Traditional IRA

    • Roth IRA

    • Taxable

  4. Describe how money used for investment accounts is taxed

    • Taxation of contributions

    • Taxation of withdrawals

  5. Describe and differentiate between basic investment products (asset classes)

    • Stocks

    • Bonds

    • Mutual funds

      • Index funds

      • Target date funds

  6. Apply knowledge to suggest a course of action regarding investment planning given a hypothetical scenario

Disability Insurance

By the end of this session, residents will be able to:

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  1. Recognize and discuss reasons for and against obtaining a disability insurance policy during residency training

  2. Recognize and discuss the differences between individual and group policies

  3. List and describe pertinent elements of a disability insurance policy for young physicians

    • Own-occupation, specialty-specific

    • Non-cancellable and guaranteed renewable

    • Future purchase option

    • Cost of living adjustment

  4. Describe how and where disability insurance policies can be bought

  5. Describe a framework for deciding whether to purchase disability insurance during residency training

  6. Apply knowledge to suggest a course of action regarding disability insurance given a hypothetical scenario

Disability Insurance

Life Insurance

By the end of this session, residents will be able to:

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  1. Describe a framework for deciding whether to buy life insurance during residency

  2. Describe differences between life insurance products

    1. Term

      1. Level

      2. Increasing

      3. Decreasing

    2. Permanent

      1. Whole

      2. Universal

      3. Variable

  3. Describe the process of how to purchase life insurance products

  4. Apply knowledge to suggest a course of action regarding life insurance given a hypothetical scenario

Life Insurance
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