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CEA Certification Course

CEA Certification Course
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.
Workload: between 4 and 360 hours

What our students say

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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 rich information.
WiltonCivil Firefighter

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