from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Investment and Banking Course provides a straightforward, hands-on approach to setting objectives, projecting aims, and forecasting 10-year cash flows within the Brazilian setting. You will discover how to pick suitable local investment options, construct and oversee varied portfolios, establish effective banking setups, streamline contributions, handle risks, and share outcomes using practical templates and reporting instruments for everyday choices.
Elevify advantages
Develop skills
- Build goal-based portfolios: design glidepaths, buckets and diversification fast.
- Model family cash flows: project 10-year goals, buffers and investable surplus.
- Select Brazilian assets: compare CDBs, Tesouro, ETFs, FIIs, risk and tax impact.
- Implement banking architecture: set accounts, automate flows and minimize fees.
- Monitor and rebalance: track key risk metrics, set rules and document decisions.
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 workloadWhat our students say
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