flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Investment and Banking Course provides a straightforward, practical approach to setting objectives, forecasting targets, and projecting 10-year cash flows tailored to the Brazilian scenario. You'll discover how to pick suitable local investment options, construct and oversee diversified portfolios, establish effective banking setups, automate regular contributions, handle risks, and share outcomes using pre-made templates and reporting tools for practical decision-making.
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, along with risk and tax implications.
- Implement banking architecture: set up accounts, automate flows, and reduce fees.
- Monitor and rebalance: track essential risk metrics, establish rules, and record 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 workload.What our students say
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