Practice Management

Financial Planning, Debt Management and Insurance (Mod 3)


Description
In this course, you will understand the essentials of personal financial management and long-term planning. You will also learn to use the "Index Card Rules" as a powerful planning tool as well as learn about financial products to avoid.

Method Of Participation
To complete this program successfully and claim credit, participants must follow these steps:
Watch all the video lectures for each course. Read any course materials and complete any required activities. Complete the course evaluation and post-test. Successful completion of a given activity’s post-test requires a minimum 80% passing score prior to claiming CME credit. CME certificates will be available for printing after claiming CME credit.

Disclosures
Faculty Disclosure: Dr. Stephen Benold, Dr. Lawrence Gibbs, Dr. Daniel Casey, Dr. Brett Johnson and Dr. Peter Valenzuela have all disclosed that they have no actual or potential conflict of interest in relation to these topics. All staff, planners, and content developers involved in the planning and execution of this enduring internet educational activity have disclosed that they have no actual or potential conflict of interest in relation to this activity..

Accreditation
The Texas Academy of Family Physicians is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing education for physicians.

Designation
The Texas Academy of Family Physicians designates this enduring material for a maximum of 2 AMA PRA Category 1 Credits™. Physicians should claim only credit commensurate with the extent of their participation in the activity.
Content
  • Pre-Assessment
  • Pre-course Self-assessment
  • Lessons
  • Understanding Personal Finance
  • The Time Value of Money
  • Where to Invest
  • The Many Different Types of Investments
  • Using the Index Card Rules
  • Understanding Index Funds
  • Financial Products to Avoid
  • Exam
  • Course Exam
  • Assessment
  • Post-course Self-assessment
  • Post-course Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever