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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 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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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