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Financial planning learning activity for medical residents

Marc BRODSKY, Jason STARR and Krishnan NARASIMHAN

American Medical Association (AMA) endorses financial health as a part of well-being programs for medical residents.  Medical education may contribute to debt, impose time constraints to develop financial competencies, and delay savings.  The medical literature describes financial planning aspects of medical education that were intended to foster personal financial well-being such as meeting current and ongoing financial obligations, feeling secure about future fincances, and making choices that allow enjoyment in life.To evaluate change in knowledge, skills, and attitudes of medical residents who participate in a learning activity in financial planning that may be related to workforce well-being which may impact burnout prevention and employment retention.Medical residents at Stamford Health are participating in a financial planning learning activity during the 2025 – 2026 academic year as part of the standard didactic curriculum.  We estimate a convenience sample size of current residents (N=72) in the medicine, family medicine, obstetrics and gynecology, and surgery residency programs. At the beginning of the first financial planning session, the medical residents were asked to self-administer a SurveyMonkey. Then, at the end of the third session (the last session), the medical residents will be asked to complete a post-survey to evaluate change in financial planning knowledge, skills, and attitudes. Paired t-tests using a p-value of 0.05 will be performed for each item between pre- and post- responses.  Descriptive statistics will include PGY level and residency program.  Financial planning knowledge, skills, and attitudes will be measured using Likert scale of 1 (strongly disagree) to 5 (strongly agree).Ten family medicine residents have completed the pre- survey.  Poster will update pre- and post-survey results.Medical education literature describes previous financial wellness curricular development and implementation.  Financial well-being may relate to the scope of physician wellness that addresses distress, burnout, and depression.        The discussion section will compare findings of this study with previous studies, acknowledge limitations, and suggest future research directions.Preliminary findings of this convenience sample of medical residents who are participating in a financial planning curriculum represent low quality of evidence and follow-up suggestions will be made to address limitations of interpretation of this data.