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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 classes are perfect. I purchased the one-year package and finally have the chance to follow several topics I'm interested in without needing to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are 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 supplementary videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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