flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Investment and Banking Course provides a straightforward, practical guide to setting objectives, projecting aims, and forecasting 10-year cash flows tailored to the Brazilian setting. You will discover how to pick suitable local investment options, construct and oversee varied portfolios, establish effective banking setups, streamline contributions, handle risks, and share outcomes using prepared templates and reporting instruments for practical choices.
Elevify advantages
Develop skills
- Build goal-based portfolios: design glidepaths, buckets and diversification quickly.
- Model family cash flows: project 10-year goals, buffers and investable surplus.
- Select Brazilian assets: compare CDBs, Tesouro, ETFs, FIIs, risk and tax impact.
- Implement banking architecture: set accounts, automate flows and minimize fees.
- Monitor and rebalance: track key risk metrics, set rules and document decisions.
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
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
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