from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Personal Investment Course provides a straightforward, practical framework to manage your money in Brazil. You will set achievable goals, establish an emergency fund, examine cash flow, and choose appropriate fixed and variable income options. Understand how taxes, fees, inflation, and risk affect returns, then develop a consistent monthly savings plan with guidelines for rebalancing, tracking, and ongoing enhancements.
Elevify advantages
Develop skills
- Build a Brazilian emergency fund: size, liquidity, and smart product mix.
- Analyze Brazilian cashflow to define realistic monthly investment capacity.
- Design tax-efficient portfolios using Tesouro, CDBs, LCIs/LCAs, stocks, and FIIs.
- Set measurable financial goals and model projections with IPCA-based assumptions.
- Create and maintain a disciplined rebalancing and review process for your plan.
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
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

Giulio CarloPrompt Engineering Student
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