from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted route to grasp Brazilian retail investment options, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and shares. Gain knowledge on taxes, liquidity, risks, and rules, construct compliant portfolios following ANBIMA guidelines, and hone skills in straightforward client discussions, suitability assessments, and oversight to offer reliable, properly recorded advice.
Elevify advantages
Develop skills
- Grasp Brazilian retail products: their attributes, hazards, levies, and cash flow in real scenarios.
- Assemble ANBIMA-compliant portfolios: match hazards, objectives, and levy-saving yields.
- Assess funds and providers swiftly: interpret CVM papers, charges, slumps, and credit dangers.
- Generate robust suitability documents: straightforward reasoning, revelations, and client logs.
- Clarify investments for clients: uncomplicated dialogues on hazards, fluctuations, and actual gains.
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 lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

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

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

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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