CEA (Certificação de Especialista em Investimentos ANBIMA)
Premier credential for Brazilian investment advisory; required at Itaú Private Bank, Bradesco Private, Santander Private, BTG Pactual Wealth Management for client-facing advisor roles.
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Site oficial →Fundado
2004
Sede
Rio de Janeiro / São Paulo, Brazil
Público-alvo
Brazilian investment specialists at private banks, brokerage advisory desks, and financial advisors — required for advising on portfolios at private banking tier.
Principais características
- Single proctored exam: 70 MCQ + 2 case studies, 3 hours, online
- Covers: advanced finance theory, equities, fixed income, derivatives, alternatives, portfolio construction, advisory ethics, suitability
- Required for advisor activity at private banking, family office, and brokerage advisory desks
- Pass rate: ~55-60%
- Recertification every 3 years
- ~25,000+ active CEA holders
Como obter esta certificação
Pré-requisitos
None — direct path possible without CPA-10/CPA-20 (though most candidates progress through them).
Por que se certificar — ROI
Impacto salarial
Brazilian CEA holders at private banking earn BRL 18,000–BRL 35,000/month + bonus (Catho Salário 2024; Hays Brazil 2024 Banking Salary Guide). Median private banking advisor with CEA: BRL 25,000/month total compensation.
Benefícios de carreira
- O que a diferencia
- Premier credential for Brazilian investment advisory; required at Itaú Private Bank, Bradesco Private, Santander Private, BTG Pactual Wealth Management for client-facing advisor roles.
- Reconhecimento do setor
- ANBIMA proprietary; BCB and CVM-recognised.
Quem deve obter esta certificação
Ideal para:
- Brazilian investment specialists at private banks
- brokerage advisory desks
- and financial advisors — required for advising on portfolios at private banking tier.
Considere alternativas se:
- Pass rate ~55-60% means significant first-time failure
- Curriculum updated frequently — older study material risk
Preços
Os preços variam.
Pontos fracos
- Pass rate ~55-60% means significant first-time failure
- Curriculum updated frequently — older study material risk
- Brazil-only recognition
Mercados atendidos
Brazil
Aviso: esta página contém links de afiliados.
Comparar com certificações semelhantes
CPA-10 (Certificação Profissional ANBIMA - Série 10)
The mandatory entry credential for selling financial products at Brazilian bank branches. Required b
CPA-20 (Certificação Profissional ANBIMA - Série 20)
Authorizes Brazilian bank advisors to sell complex investment products and serve mass-affluent tiers