Strategic Financial Planning That Actually Works
Learn evidence-based financial strategies from professionals who've managed over .8 billion in assets. Our approach combines academic rigor with real-world application.
Student Satisfaction Rate
Active Alumni Network
Years Experience
Assets Under Management
Why moravalentis Stands Apart
moravalentis Approach
- Case studies from actual M+ portfolios
- Direct mentorship from portfolio managers
- Access to institutional-grade research tools
- Peer network of finance professionals
- Ongoing alumni support and updates
- Real portfolio simulation with 0K virtual capital
Traditional Programs
- Theoretical examples from textbooks
- Large lecture halls with minimal interaction
- Outdated software and basic calculators
- Limited networking opportunities
- Support ends at graduation
- Paper-based exercises and hypotheticals
Your Learning Journey
Foundations Quarter (Months 1-3)
Master financial statement analysis, ratio interpretation, and market fundamentals. You'll work through actual quarterly reports from TSX companies and learn to spot the warning signs that professional analysts watch for.
Strategy Development (Months 4-6)
Build comprehensive investment strategies using modern portfolio theory, risk assessment frameworks, and behavioral finance principles. Each student creates their own investment philosophy backed by academic research.
Portfolio Management (Months 7-9)
Manage a simulated 0,000 portfolio using the same tools as professional managers. Track performance against benchmarks while learning rebalancing, tax optimization, and client communication strategies.
Advanced Applications (Months 10-12)
Tackle complex scenarios including estate planning integration, alternative investments, and crisis management. Present your final portfolio strategy to a panel of working financial advisors for feedback.
Industry Recognition & Partnerships
CFA Institute
Our curriculum aligns with CFA Level I exam objectives, giving students a head start on professional certification.
TMX Group Partnership
Direct access to real-time market data and research tools used by institutional investors across Canadian markets.
FP Canada Approved
Continuing education credits accepted for CFP certification maintenance and professional development requirements.
What impressed me most was how quickly I could apply what I learned. Within three months of finishing the program, I had restructured my entire investment approach and was already seeing better risk-adjusted returns. The mentorship didn't end at graduation either – I still get insights from my instructors.
Ready to Build Your Financial Expertise?
Our next cohort begins September 2025. Early applications receive priority consideration and access to preparatory materials.
Explore Our Programs