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Understanding Investments, Insurance, and Estate Planning

presented by Tim Fraticelli, PT, DPT, MBA, CFP®

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Disclosure Statement:

Financial: Tim Fraticelli receives compensation from MedBridge for this course.

Nonfinancial: Tim Fraticelli has no competing nonfinancial interests or relationships with regard to the content presented in this course.

Satisfactory completion requirements: All disciplines must complete learning assessments to be awarded credit, no minimum score required unless otherwise specified within the course.

MedBridge is committed to accessibility for all of our subscribers. If you are in need of a disability-related accommodation, please contact [email protected]. We will process requests for reasonable accommodation and will provide reasonable accommodations where appropriate, in a prompt and efficient manner.

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Video Runtime: 67 Minutes, Learning Assessments: 8 Minutes

In this course, you will learn about investments and why it's important to establish successful habits early by developing an investment plan. In addition to investments, you will learn about important insurance policies to include within your financial plan to protect your family in case of financial catastrophes. Tools will be provided, and you can print a sample investing plan, insurance checklist, and estate planning checklist at the end of the course. This is part 3 of a 3-course series on improving your financial health.

Meet Your Instructor

Tim Fraticelli, PT, DPT, MBA, CFP®

Tim Fraticelli received his doctorate in physical therapy (DPT) from Washington University in St. Louis and his MBA from Drury University. As a practicing physical therapist and CERTIFIED FINANCIAL PLANNER(TM) professional, he enjoys combining his expertise in these two professions to help others achieve their goals--whether that's financial security, better mobility, or a more efficient…

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Chapters & Learning Objectives

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1. Saving and Investing: How to Build Wealth

In this chapter, you will learn the fundamentals of investing, from compound interest to the time value of money. You will also learn how to use an investment policy statement. A template to include in your financial plan is available for download.

2. How to Start Investing: Understanding Investment Accounts

In this chapter, you will learn how to use various investment accounts to meet your financial goals. You will also learn about Roth and pre-tax savings options and the differences between mutual funds, index funds, and ETFs. A sample investment plan is available for download.

3. Insurance: Preparing for the Unexpected

In this chapter, you will learn the key types of insurance policies to consider within your financial plan. Included in this chapter is an insurance checklist to download and use within your financial plan.

4. Estate Planning: Making a Plan in Advance

In this chapter, you will learn the importance of titling accounts appropriately, why you should establish a will, and other ways to manage your personal and financial assets in the case of death or incapacitation. Available for download is a sample estate planning portion of a financial plan as well as the estate planning checklist.

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