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.What our students say
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