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Personal Investment Course

Personal Investment Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Personal Investment Course gives you a clear, actionable framework to organize your money in Brazil. You will define realistic goals, build an emergency fund, analyze cash flow, and select suitable fixed and variable income products. Learn how taxes, fees, inflation, and risk impact returns, then create a disciplined monthly contribution plan with rules for rebalancing, monitoring, and continuous improvement.

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 the 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

As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...
Giulio Carlo
Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.
Mariana Ferres
Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!
Luciana Alvarenga
Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.
Giulio Carlo
Giulio CarloAluno de Engenharia de Prompt

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