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Finanças

Compare 18+ certifications with local pricing, salary data, and career-path recommendations.

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Certificação Nível Custo Diferencial Detalhes
CPA-10 (Certificação Profissional ANBIMA - Série 10) Brazilian bank branch employees and entry-level financial product distributors (retail savings 450 The mandatory entry credential for selling financial products at Brazilian bank branches. Required by ANBIMA Code of Self-Regulation for any branch employee with client-facing investment discussions. Ver
CPA-20 (Certificação Profissional ANBIMA - Série 20) Brazilian advisors at corporate retail desks and high-net-worth tiers (Personnalité 650 Authorizes Brazilian bank advisors to sell complex investment products and serve mass-affluent tiers. Premium bank tiers (Itaú Personnalité, Santander Van Gogh, Bradesco Prime) require CPA-20. Ver
CEA (Certificação de Especialista em Investimentos ANBIMA) Brazilian investment specialists at private banks 950 Premier credential for Brazilian investment advisory; required at Itaú Private Bank, Bradesco Private, Santander Private, BTG Pactual Wealth Management for client-facing advisor roles. Ver
CGA (Certificação de Gestores ANBIMA) Brazilian fund managers and portfolio managers at asset management companies (Verde Asset 1,300 Mandatory CVM credential for Brazilian fund managers and portfolio managers. Cannot be bypassed for regulated fund management activity. Ver
CFP Brazil (Planejador Financeiro Certificado — Planejar) Brazilian financial planners and wealth managers pursuing the FPSB-global CFP designation. 395–595 (5 modules + case study) Most rigorous Brazilian financial planning credential; FPSB-global recognition; strong adoption at family offices and IFAs serving HNW clients. Ver
CFG (Certified Financial Planner Global — also called CGP) Brazilian financial planning specialists — alternative ANBIMA path competing with Planejar's CFP-Brazil. R$695 ANBIMA-administered alternative to Planejar's CFP — same scope, different regulatory recognition. Ver
CFA (Chartered Financial Analyst) Brazilian investment professionals at top-tier asset managers (Verde R$350 Premier signal for Brazilian buy-side; international portability matters for São Paulo PE/HF talent flow to NYC/London. Often pursued alongside CGA. Ver
FRM (Financial Risk Manager) Brazilian risk professionals at Itaú R$400 Dominant risk credential at Brazilian banks under BCBS / Basel III framework. Ver
CAIA (Chartered Alternative Investment Analyst) Brazilian alts professionals at Pátria Investimentos R$400 Brazil has one of LATAM's largest PE/HF ecosystems; CAIA is increasingly relevant. Ver
PRM (Professional Risk Manager) Alternative Brazilian risk credential. R$250 Modular flexibility. Ver
CMT (Chartered Market Technician) Brazilian technical analysts. R$295 Only widely recognised TA credential; technical analysis is fairly popular in Brazilian retail trading culture. Ver
CIPM (Certificate in Investment Performance Measurement) Brazilian performance analysts at top AMs. R$250 Only specialised performance credential. Ver
CTP (Certified Treasury Professional) Brazilian corporate treasury at IBOVESPA-listed companies (Petrobras R$925 Cross-border treasury recognition for multinational Brazilian corporates. Ver
ANCORD (Agente Autônomo de Investimentos) Brazilian Agentes Autônomos de Investimentos (AAIs) — autonomous distribution agents at independent brokerages (XP Investimentos R$695 Mandatory CVM credential for autonomous broker-distributed investment activity. Powered the Brazilian broker boom post-2018 (XP, BTG Digital, Inter, Avenue). Ver
Bloomberg Market Concepts (BMC) Brazilian finance students at Insper R$199 Bloomberg-branded credential. Ver
CFA Institute Investment Foundations Brazilian non-investment professionals at AMs and banks seeking baseline industry vocabulary. R$395 CFA Institute brand. Ver

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