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CEA Certification Course

CEA Certification Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The CEA Certification Course provides a targeted route to grasp Brazilian retail investment options, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and shares. You will study taxation, liquidity, risks, and regulations, construct compliant portfolios following ANBIMA guidelines, and practise straightforward client discussions, suitability assessments, and oversight to offer reliable, properly recorded advice.

Elevify advantages

Develop skills

  • Grasp Brazilian retail products: their attributes, risks, taxes, and liquidity in real scenarios.
  • Construct ANBIMA-compliant portfolios: matching risks, objectives, and tax-saving yields.
  • Assess funds and issuers swiftly: interpret CVM documents, charges, declines, and credit dangers.
  • Generate robust suitability reports: with clear reasoning, revelations, and client documentation.
  • Clarify investments for clients: using simple dialogues on risks, fluctuations, and actual gains.

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 thank you 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 really help with learning.
André Felipe
André FelipePrompt Engineering Student

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