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Investment and Banking Course

Investment and Banking Course
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 establishing objectives, forecasting aims, and projecting 10-year cash flows within the Brazilian setting. Participants gain knowledge on selecting appropriate local financial tools, constructing and overseeing varied investment collections, establishing effective banking systems, streamlining deposits, handling uncertainties, and sharing outcomes using practical templates and reporting aids for everyday choices.

Elevify advantages

Develop skills

  • Construct objective-driven portfolios: create adjustment paths, allocation strategies, and spread investments swiftly.
  • Project household cash movements: forecast 10-year targets, reserves, and available investment funds.
  • Choose Brazilian financial options: evaluate CDBs, Tesouro securities, ETFs, FIIs, along with risk and taxation effects.
  • Establish banking framework: organize accounts, automate transactions, and reduce costs.
  • Oversee and adjust: follow essential risk indicators, 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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