4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course offers a focused path to master Brazilian retail investment products, from Tesouro Direto, CDBs, funds, and superannuation to LCIs/LCAs and shares. Learn taxation, liquidity, risk and regulation, build compliant portfolios aligned with ANBIMA rules, and practice clear client communication, suitability reports, and monitoring so you can deliver consistent, well-documented recommendations.
Elevify advantages
Develop skills
- Master Brazilian retail products: features, risks, taxes and liquidity in practice.
- Build ANBIMA-compliant portfolios: align risk, goals, and tax-efficient returns.
- Evaluate funds and issuers fast: read CVM docs, fees, drawdowns and credit risk.
- Produce solid suitability reports: clear rationale, disclosures and client records.
- Explain investments to clients: simple scripts on risk, volatility and real returns.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your classes are perfect. I got the one-year package and finally have the chance to follow a range of topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

Giulio CarloPrompt Engineering Student
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