ANBIMA CPA-10 / CPA-20 (Financial Advice Certifications)
Mandatory Brazilian financial-advice certification; required for advice-track careers at banks.
Aviso: esta página contém links de afiliados.
Site oficial →Fundado
ANBIMA founded 2009 (merger of ANBID + ANDIMA)
Sede
Rio de Janeiro (ANBIMA — Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais)
Acreditação
REQUIRED by CVM/BCB regulation for financial-product advice in Brazilian banks. Reserved scope for advice / sales of financial products in regulated retail / private-banking contexts.
Público-alvo
Brazilian bank-branch employees and investment advisers selling financial products — required by CVM/BCB for financial-product advice in retail and private-banking contexts. Adjacent to accounting for accountants in advice-track roles.
Principais características
- Multiple certifications: CPA-10 (basic), CPA-20 (intermediate), CEA (advanced), CFP, CGA, CFG
- Required by Brazilian banks under CVM/BCB for retail / private-banking advice
- Adjacent to accounting — useful for accountants in wealth-management hybrid roles
- ~300,000+ ANBIMA-certified professionals across Brazil
Como obter esta certificação
Pré-requisitos
Open entry; designed for bank-branch and adviser staff.
Acreditação: REQUIRED by CVM/BCB regulation for financial-product advice in Brazilian banks. Reserved scope for advice / sales of financial products in regulated retail / private-banking contexts.
Por que se certificar — ROI
Impacto salarial
ANBIMA-certified bank-branch employees + advisers: BRL 4,500-€12,000/month (USD$880-$2,350) (Catho Salário + Hays Brasil 2025).
Benefícios de carreira
- O que a diferencia
- Mandatory Brazilian financial-advice certification; required for advice-track careers at banks.
- Reconhecimento do setor
- REQUIRED by CVM/BCB regulation for financial-product advice in Brazilian banks. Reserved scope for advice / sales of financial products in regulated retail / private-banking contexts.
Quem deve obter esta certificação
Ideal para:
- Brazilian bank-branch employees and investment advisers selling financial products — required by CVM/BCB for financial-product advice in retail and private-banking contexts. Adjacent to accounting for accountants in advice-track roles.
Considere alternativas se:
- Adjacent to accounting (financial-advice focus)
- Multiple ANBIMA levels create complexity
Preços
Os preços variam.
Pontos fracos
- Adjacent to accounting (financial-advice focus)
- Multiple ANBIMA levels create complexity
- Limited utility outside advice / banking-branch roles
Mercados atendidos
Brazil
Aviso: esta página contém links de afiliados.
Comparar com certificações semelhantes
Contador Registrado no CFC (CRC — Registro Profissional)
Brazil's mandatory accounting credential — without CRC registration, no paid accounting work is lega
Auditor Independente (CVM — Comissão de Valores Mobiliários registration)
Brazil's statutory-audit credential for CVM-regulated entities; gateway to Big-4 partnership and PIE