from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted way to get good at Brazilian retail investment products, like Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and equities. You go learn about taxation, liquidity, risk, and regulation, build portfolios that follow ANBIMA rules properly, and practice talking clear to clients, doing suitability reports, and monitoring so you can give steady, well-recorded recommendations.
Elevify advantages
Develop skills
- Get good at Brazilian retail products: features, risks, taxes and liquidity in real life.
- Build ANBIMA-compliant portfolios: match risk, goals, and tax-smart returns.
- Check funds and issuers quick: read CVM papers, fees, drawdowns and credit risk.
- Make strong suitability reports: clear reasons, disclosures and client records.
- Explain investments to clients: simple talks on risk, volatility and real returns.
Suggested summary
Before starting, you can change the chapters and 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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