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Investment and Banking Course

Investment and Banking Course
flexible workload from 4 to 360h
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'll 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 quickly.
  • 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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