CEA Certification Course
This course equips participants with essential knowledge and skills for advising on Brazilian retail investments, covering product analysis, portfolio construction, suitability assessments, and client communication in compliance with ANBIMA and CVM regulations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted route to grasp Brazilian retail investment options, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and shares. You'll study taxation, liquidity, risks, and regulations, construct compliant portfolios following ANBIMA guidelines, and practise straightforward client discussions, suitability assessments, and oversight to offer reliable, properly recorded advice.
Elevify advantages
Develop skills
- Grasp Brazilian retail investment products: their characteristics, risks, taxes, and liquidity in real scenarios.
- Construct ANBIMA-compliant portfolios: matching risk profiles, objectives, and tax-optimised yields.
- Assess funds and issuers swiftly: interpret CVM documents, fees, drawdowns, and credit risks.
- Create robust suitability reports: with clear justifications, disclosures, and client documentation.
- Communicate investments to clients: using simple explanations of risk, volatility, and actual 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
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 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 FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

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 CarloPrompt Engineering Student
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