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Investment and Banking Course

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

What will I learn?

This Investment and Banking Course provides 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 minimise fees.
  • Monitor and rebalance: track key risk metrics, set rules and document decisions.

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

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

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Course in PDF