from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This Investment and Banking Course gives you a clear, practical framework to set goals, estimate targets, and model 10-year cash flows in the Brazilian context. You learn how to choose local instruments, build and monitor diversified portfolios, set up efficient banking structures, automate contributions, manage risk, and communicate results with ready-to-use templates and reporting tools for real-world decisions.
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 workload.What our students say
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Course in PDF
