CEA Certification Course
Master the CEA Certification with a practical deep dive into Brazilian investments, regulation, and portfolio construction. Learn to analyze products, build tax-efficient portfolios, document suitability, and communicate clear, trusted advice to retail clients.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The CEA Certification Course offers a focused path to master Brazilian retail investment products, from Tesouro Direto, CDBs, funds, and previdência to LCIs/LCAs and equities. Learn taxation, liquidity, risk and regulation, build compliant portfolios aligned with ANBIMA rules, and practice clear client communication, suitability reports, and monitoring so you can deliver consistent, well-documented recommendations.
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 fast: read CVM docs, fees, drawdowns and credit risk.
- Produce solid suitability reports: clear rationale, disclosures and client records.
- Explain investments to clients: simple 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 workloadWhat our students say
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