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CEA Certification Course

CEA Certification Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

The CEA Certification Course provides a focused route to master Brazilian retail investment products, from Tesouro Direto, CDBs, funds, and previdência to LCIs/LCAs and equities. Learn taxation, liquidity, risk and regulation, build compliant portfolios aligned with ANBIMA rules, and practise 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 quickly: read CVM documents, 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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
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