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CEA Certification Course

CEA Certification Course
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.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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