SHAPPELL-THESIS-2018.pdf (256.41 kB)
Affective, Cognitive, and Behavioral Outcomes from a Resident Personal Finance Curriculum Pilot
thesis
posted on 2018-11-27, 00:00 authored by Eric F ShappellEfforts have been made to improve the financial knowledge and wellbeing of residents; however, interventions to date are limited in scope, scalability, and evidence of impact. The authors address this education gap and describe the development, pilot implementation, and outcomes of a resident personal finance curriculum designed for ease of use. The authors describe a personal finance curriculum for residents that focuses on five topics: education debt, long-term disability insurance, life insurance, investing, and financial advisors. The curriculum consists of written materials hosted on a course website, interactive webinars, and learner assessments. The curriculum was piloted in an emergency medicine residency program from February to May 2018. Twenty (20/49, 41%) residents completed the pilot course. Most residents agreed or strongly agreed that the content was relevant (20/20, 100%) and clearly presented (19/20, 95%), and that they would recommend the curriculum to other residents (20/20, 100%). Performance on the knowledge assessment improved 21% after the intervention (pre-test: 57%, post-test: 78%; P < .001). Most residents also reported behavioral changes (17/20, 85%) with non-exclusive categories of behavioral changes including setting new financial goals (12/20, 60%), taking new action toward financial planning (11/20, 55%), and changing financial habits (6/20, 30%). The authors are implementing the curriculum at additional programs, continuing to refine and collect validity evidence for the knowledge assessment, and developing long-term outcome measures including assessment of goal achievement, retention of financial knowledge, and maintenance of effective financial habits.
History
Advisor
Tekian, AraChair
Tekian, AraDepartment
Medical EducationDegree Grantor
University of Illinois at ChicagoDegree Level
- Masters
Committee Member
Park, Yoon Soo Harris, IleneSubmitted date
August 2018Issue date
2018-07-11Usage metrics
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