4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted pathway to master Brazilian retail investment products, including Tesouro Direto, CDBs, funds, and previdência through to LCIs/LCAs and equities. You'll learn about taxation, liquidity, risk, and regulation, construct compliant portfolios in line with ANBIMA guidelines, and practise effective client communication, suitability reports, and ongoing monitoring to offer reliable, well-documented advice.
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 quickly: interpret CVM documents, fees, drawdowns, and credit risk.
- Produce robust suitability reports: clear reasoning, disclosures, and client records.
- Explain investments to clients: straightforward 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.What our students say
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