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CEA Certification Course

CEA Certification Course
from 4 to 360h flexible workload
valid certificate 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. Gain knowledge on taxes, liquidity, risks, and rules, construct compliant portfolios following ANBIMA guidelines, and hone skills in straightforward client discussions, suitability assessments, and oversight to offer reliable, properly recorded advice.

Elevify advantages

Develop skills

  • Grasp Brazilian retail products: their attributes, hazards, levies, and cash flow in real scenarios.
  • Assemble ANBIMA-compliant portfolios: match hazards, objectives, and tax-smart yields.
  • Assess funds and providers swiftly: interpret CVM papers, charges, slumps, and credit dangers.
  • Generate robust suitability reports: straightforward reasoning, revelations, and client logs.
  • Clarify investments for clients: easy dialogues on hazards, fluctuations, and actual gains.

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

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Very great course. Lots of rich information.
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