Small Group Speaking Session

Certified Financial Counselling Sessions for Healthcare Teams

Empower your healthcare team with essential financial knowledge delivered by a fellow professional and Certified Financial Counsellor (CFC™). These tailored sessions are designed to directly address the financial challenges faced by physiotherapists and other clinicians, transforming financial stress into financial confidence.

Why Financial Wellness is Your Clinic's Best Investment

  • Increased Retention & LoyaltyShow your team you value their overall well-being, not just their clinical skills. Supported employees are committed employees.

    Reduced Financial StressFinancially secure employees are more focused and productive. Less worry about personal finance means better attention to patient care.

    Enhanced Team MoraleFinancial wellness fosters a positive and supportive work environment, contributing to a stronger team dynamic.

    Attract Top TalentDifferentiate your clinic by offering financial literacy as a unique, high-value employee benefit.

Tailored Formats & Flexibility

In-Person Session:

  • Highest engagement.

  • Travel costs may apply.

  • Dynamic, fully interactive session with real-time Q&A and group activities.

Virtual Session:

  • No travel costs.

  • Slightly less hands-on.

  • Convenient, easily scheduled via Google Meet.

  • Perfect for distributed or busy teams.

All Sessions Offer:

  • Customizable Content: Select topics from budgeting and debt management to investing and retirement planning.

  • Flexible Scheduling: Choose session lengths and frequency (typically 1-2 times per week) to fit your clinical schedule.

Popular Session Topics

  • Budgeting & Cash Flow for Healthcare Professionals

  • Investing Fundamentals and Portfolio Basics

  • Understanding Retirement Plans (RRSP/TFSA or 401(k)/IRA)

  • Managing Student Loan Debt Strategies

  • Homeownership & Credit Score Insights

Clinic Owners

Give Your New Grads a Financial Head Start

Help your new grads and staff get off to a great financial footing. We know new healthcare professionals face unique financial challenges. Our tailored sessions equip your team with the practical skills needed to navigate student debt, budgeting, and saving for the future.

Benefits for Your Clinic:

  • Increased Employee Satisfaction and Retention: When employees feel supported financially, they're more likely to be satisfied with their jobs and stay with your clinic long-term.

  • Reduced Financial Stress: Financial stress can impact employee performance and well-being. Equipping your team with financial knowledge can reduce stress and improve their overall quality of life.  

  • Improved Productivity: Financially secure employees are more focused and productive, leading to better patient care and outcomes.  

  • Enhanced Clinic Reputation: Demonstrate your commitment to employee development and attract top talent by offering financial literacy benefits.

Co-Workers

Strengthen Your Bond, Build Your Future: Financial Literacy for Healthcare Teams

Imagine learning and growing alongside your colleagues. Our sessions provide a safe and collaborative space to discuss personal and financial development together, strengthening team morale and creating a Culture of Financial Wellness.

Why Financial Literacy Matters for Your Team:

  • Reduced Financial Stress: Financially secure employees are more focused, engaged, and productive. Learning together can help alleviate financial worries and create a more positive work environment.

  • Improved Retention: Show your colleagues that you care about their overall well-being by investing in their financial knowledge. This can lead to increased loyalty, stronger team bonds, and reduced turnover.

  • Enhanced Team Morale: Financial wellness contributes to a positive and supportive work environment. When colleagues feel empowered in their financial lives, it strengthens the entire team dynamic.

  • Attracting Top Talent: Word-of-mouth about your team's commitment to financial literacy can help attract and retain top-tier healthcare professionals.

Investment

Our small group sessions are an investment in your team's future and your clinic's success.

  • Pricing: Starts at $200 per person.

  • Group Discounts: Available for larger teams and booking multiple sessions.

To request a quote and explore the possibilities, please email us directly at info@financiallyfulfilledphysio.com.

Our small group sessions are an investment in your team's financial well-being and your clinic's success.

Don’t just take it from me.
Listen to Mackenzie!

Mackenzie Holden. PT, MScPT. Registered Physiotherapist, Cycling Consultant @Foundationphysio

Sample Small Group Session Agenda

  • Week 1

    Weeknights or Weekends

    60 mins (inlcuding Q & A)

    Money Mindset, Goal Setting, The Importance of Budgeting (Home, Personal, Net Worth). How to use compounding to your benefit!

  • Week 2

    Weeknights or Weekends

    60 mins (including Q & A)

    What type of income classification are you? Does it effect your bottom line (employee, self-employed, corporation) Basic tax considerations.

  • Week 3

    Weeknights or Weekends

    60 mins (including Q & A)

    Debts/Liabilities/Assets, Why knowing them is Crucial for your Financial Success. What you should know before buying your first home?

  • Week 4

    Weeknights or Weekends

    60 mins (including Q & A)

    What is inflation? How it erodes your wealth. Spending, saving and investing. TFSA/RRSP, is there a right one for me?

As Heard On

  • Jane

  • Washington Times

  • Yahoo Finance

  • Forbes Vetted

  • Western University

  • University of Toronto

  • McMaster University

  • Athlete's Care

  • Embodia

    Embodia

  • PT Coffeecast

  • NF & L PA

  • P.E.I. PA

  • N.B PA

  • Bolton Physio

  • Foundation Physio

  • Mentorship Bootcamp

  • Nova Scotia Physiotherapy Association

    NSPA

  • Propel Physiotherapy

    Propel Physiotherapy

  • Alberta AP

  • Defy Sports Performance

    Defy Sports Performance

  • Queen's HBC

  • Estee Lauder

  • Eating Well

FAQs

  • Yes, I have found that virtual medium is the most streamlined to delivery and digest this information.

  • Yes, you/your organization will be able to customize the material depending on your unique interests. Usually 4-6 topics will be discussed over the program and can be selected from the beginner course.

  • Absolutely not! The material has a slight bias towards healthcare professionals but has overarching them to everyone. Everyone can learn how to manage their money and finances better.

  • Most definitely! After each week I will provide 3-4 small actionable items to help cement knowledge. You have to put these principles to practice to see change.

Email Me to Schedule