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Personal Investment Course

Personal Investment Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Personal Investment Course provides a clear, practical framework to manage your finances in Brazil. You'll set achievable goals, establish an emergency fund, assess cash flow, and choose appropriate fixed and variable income options. Discover how taxes, fees, inflation, and risk affect returns, then develop a consistent monthly investment strategy with guidelines for rebalancing, tracking, and ongoing refinement.

Elevify advantages

Develop skills

  • Build a Brazilian emergency fund: size, liquidity, and smart product mix.
  • Analyse Brazilian cashflow to define realistic monthly investment capacity.
  • Design tax-efficient portfolios using Tesouro, CDBs, LCIs/LCAs, stocks, and FIIs.
  • Set measurable financial goals and model projections with IPCA-based assumptions.
  • Create and maintain a disciplined rebalancing and review process for your plan.

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 say

Your classes are perfect. I got the one-year package and finally have the chance to follow a range of topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
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 Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
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 Carlo
Giulio CarloPrompt Engineering Student

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