Certified Investment Education • Sherbrooke Financial Planning
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Loravento Zindrelis

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Master Smart Investment Strategies

Build confidence through hands-on learning with experienced mentors who've navigated real market conditions

Start Your Journey

Our Teaching Approach

We've spent years refining our method based on what actually works for beginners. Instead of overwhelming you with theory, we focus on practical skills you can use right away.

  • Start with paper trading to practice without risk
  • Learn to read market signals through real examples
  • Build your personal investment checklist
  • Understand when to hold and when to step back
  • Create a strategy that fits your life and goals
Investment education materials and charts

Real Progress Stories

These folks started where you are now. Here's how they've grown their understanding and confidence over time.

Participant testimonial

Henrik Thornberg

Small Business Owner

"Two years later, I still use the risk assessment framework we learned. It's become second nature when I'm looking at any investment opportunity."

Participant testimonial

Dmitri Volkov

Teacher

"The program helped me understand my own biases. Now I make much calmer decisions and don't panic when markets get volatile."

Participant testimonial

Claire Beaumont

Marketing Coordinator

"What I appreciated most was learning to set realistic expectations. The program taught me patience and discipline that extends beyond investing."

Advanced learning session in progress

Long-term Development

Our follow-up surveys show that 18 months after completing the program, participants report feeling significantly more confident about their financial decisions.

Many have gone on to take larger financial steps — like buying homes, starting businesses, or helping family members with investment guidance.

The skills you learn here become tools for life, not just for your portfolio.

How the Program Works

Foundation Phase

Getting Your Bearings

We start with the basics but not in a boring way. You'll learn how markets actually work, why prices move, and how to read the news without getting swept up in hype. By week three, you'll understand the difference between investing and gambling.

4 weeks
Application Phase

Practice with Purpose

Now you get hands-on with simulated trading. We'll walk through real case studies, analyze actual company reports, and help you develop your own investment criteria. You'll make mistakes here — that's the point.

6 weeks
Strategy Phase

Building Your System

Time to create your personal investment framework. We'll help you figure out your risk tolerance, time horizon, and goals. You'll leave with a clear plan that actually fits your life situation.

4 weeks
Mentorship Phase

Ongoing Support

Monthly check-ins for six months after the program ends. We review your progress, answer questions, and help you adjust your approach as you gain real experience.

6 months

Join Our Next Cohort

We keep class sizes small to ensure everyone gets personal attention and can ask questions freely.

Upcoming Sessions

Fall 2025 Program: September 15 - December 8
Winter 2026 Program: January 12 - April 5
Evening sessions twice weekly plus weekend workshops