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CEA Certification Course

CEA Certification Course
flexible workload from 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 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 lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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