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 workloadWhat our students say
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