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CEA Certification Course

CEA Certification Course
flexible workload of 4 to 360h
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 regulations, 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 characteristics, risks, taxes, and liquidity in real scenarios.
  • Construct ANBIMA-compliant portfolios: matching risks, objectives, and tax-saving yields.
  • Assess funds and issuers swiftly: interpret CVM documents, charges, downturns, and credit dangers.
  • Generate robust suitability reports: with clear reasoning, revelations, and client documentation.
  • Clarify investments for clients: using simple dialogues on risks, 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
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, and I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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