from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a focused way to master Brazilian retail investment products, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and equities. You will learn about taxation, liquidity, risk, and regulation, build compliant portfolios following ANBIMA rules, and practice clear communication with clients, suitability reports, and monitoring to give 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 the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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