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.What 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... I appreciate everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons are 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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