from 4 to 360h flexible workload
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 rules, 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 attributes, hazards, levies, and cash flow in real scenarios.
- Assemble ANBIMA-compliant portfolios: match risks, objectives, and tax-smart yields.
- Assess funds and providers swiftly: interpret CVM papers, charges, slumps, and credit dangers.
- Generate robust suitability documents: straightforward reasoning, revelations, and client logs.
- Clarify investments for clients: easy dialogues on hazards, fluctuations, and true gains.
Suggested summary
Before starting, you can change the chapters and 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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