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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 are saying

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Really great course. Lots of valuable information.
WiltonCivil Firefighter

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