from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment and Banking Course provides a straightforward, hands-on approach to setting objectives, forecasting aims, and projecting 10-year cash flows within the Brazilian setting. Participants gain knowledge on selecting appropriate local financial products, constructing and overseeing varied investment collections, establishing effective banking systems, streamlining deposits, handling uncertainties, and sharing outcomes using practical templates and reporting instruments for everyday choices.
Elevify advantages
Develop skills
- Construct objective-driven portfolios: create smooth transition paths, allocation buckets, and spread investments quickly.
- Project household cash movements: forecast 10-year objectives, safety margins, and available investment funds.
- Choose Brazilian financial options: evaluate CDBs, Tesouro securities, ETFs, FIIs, along with risk and tax effects.
- Establish banking setup: organise accounts, automate transactions, and cut down on charges.
- Oversee and adjust balances: follow essential risk measures, define guidelines, and record choices.
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
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