from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted journey to master Brazilian retail investment products, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and equities. Gain knowledge on taxation, liquidity, risk, and regulation, construct compliant portfolios following ANBIMA guidelines, and hone skills in clear client communication, suitability reports, and ongoing monitoring to offer reliable, well-documented recommendations.
Elevify advantages
Develop skills
- Master Brazilian retail products: features, risks, taxes and liquidity in practice.
- Build ANBIMA-compliant portfolios: align risk, goals, and tax-efficient returns.
- Evaluate funds and issuers fast: read CVM docs, fees, drawdowns and credit risk.
- Produce solid suitability reports: clear rationale, disclosures and client records.
- Explain investments to clients: simple scripts on risk, volatility and real 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
Your classes 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'm grateful 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
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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