from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The CEA Certification Course provides a targeted route to grasp Brazilian retail investment options, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and shares. You'll study taxation, liquidity, risks, and regulations, construct compliant portfolios following ANBIMA guidelines, and practise straightforward client discussions, suitability assessments, and oversight to offer reliable, properly recorded advice.
Elevify advantages
Develop skills
- Grasp Brazilian retail products: their features, risks, taxes, and liquidity in real scenarios.
- Construct ANBIMA-compliant portfolios: matching risks, objectives, and tax-smart yields.
- Quickly assess funds and issuers: interpret CVM documents, fees, drawdowns, and credit risks.
- Create robust suitability reports: with clear reasoning, disclosures, and client documentation.
- Communicate investments to clients: using simple explanations of risks, volatility, and actual returns.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course
