CPA-20 (Certificação Profissional ANBIMA - Série 20)
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.
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Site oficial →Fundado
2002
Sede
Rio de Janeiro / São Paulo, Brazil
Público-alvo
Brazilian advisors at corporate retail desks and high-net-worth tiers (Personnalité, Van Gogh, Estilo) selling diverse financial products including derivatives, COE, structured notes.
Principais características
- Single proctored exam: 60 MCQ, 2.5 hours, online
- Covers: extended product knowledge (derivatives, structured products), portfolio management theory, suitability, compliance
- Required for bank advisors at premium tiers (Personnalité, Estilo, Van Gogh) and selling complex products
- Pass rate: ~65-70%
- Recertification every 3 years
- ~100,000+ active CPA-20 holders
Como obter esta certificação
Pré-requisitos
None (most candidates hold CPA-10 first by career path, but not strictly required).
Por que se certificar — ROI
Impacto salarial
Brazilian CPA-20 holders at premium bank tiers earn BRL 8,500–BRL 14,000/month + commission (Catho Salário 2024). Premium of BRL 1,500–BRL 3,000/month versus CPA-10-only peers.
Benefícios de carreira
- O que a diferencia
- 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.
- Reconhecimento do setor
- ANBIMA proprietary; BCB and CVM-recognised.
Quem deve obter esta certificação
Ideal para:
- Brazilian advisors at corporate retail desks and high-net-worth tiers (Personnalité
- Van Gogh
- Estilo) selling diverse financial products including derivatives
- COE
- structured notes.
Considere alternativas se:
- Knowledge depth still moderate; doesn't qualify for portfolio management or investment consulting (CEA / CGA needed)
- Three-year recertification cycle requires ongoing engagement
Preços
Os preços variam.
Pontos fracos
- Knowledge depth still moderate; doesn't qualify for portfolio management or investment consulting (CEA / CGA needed)
- Three-year recertification cycle requires ongoing engagement
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
CEA (Certificação de Especialista em Investimentos ANBIMA)
Premier credential for Brazilian investment advisory; required at Itaú Private Bank, Bradesco Privat