flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted route to master Brazilian retail investment products, including Tesouro Direto, CDBs, mutual funds, pension plans, LCIs/LCAs, and shares. Gain knowledge on taxation, liquidity, risks, and regulations, construct compliant portfolios following ANBIMA guidelines, and practise effective client communication, suitability assessments, and ongoing monitoring to offer reliable, properly recorded advice.
Elevify advantages
Develop skills
- Master Brazilian retail investment products: their features, risks, taxes, and liquidity in real scenarios.
- Construct ANBIMA-compliant portfolios: matching risk profiles, objectives, and tax-optimised returns.
- Quickly assess funds and issuers: interpret CVM documents, fees, drawdowns, and credit risks.
- Prepare robust suitability reports: with clear justifications, disclosures, and client documentation.
- Communicate investments to clients: using straightforward explanations of risk, volatility, and actual 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.What our students say
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