Home – Digital Assets Council of Financial Professionals2021-11-19T17:38:35-05:00

Connecting the Financial Services and Digital Assets Communities

Blockchain • Bitcoin • Digital Assets • NFTs • DeFi • DAOs • CBDCs

As a financial professional, you need to stay abreast of the latest innovations in the financial services field.

Advisors need to become knowledgeable about this new ecosystem so they can serve their clients’ best interests.

Compliance, IC and HR professionals need to develop policies, protocols and procedures to help their firms’ advisors serve their clients when engaging in this new asset class.

This is why Ric Edelman created DACFP – to provide financial advisors, executives and managers in the financial services industry with the training, advice and consulting services you need to succeed.

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Sources: Broadridge Financial Solutions and Gemini, November 2021 | NYDIG, April 2021 | Fidelity Digital Assets, Sept 2021

EDUCATIONAL PARTNERS

WEBINAR

DECEMBER 2 | 1 CE Credit

REGISTER NOW

As digital assets become mainstream, more and more investment products become available to access the asset class. Join Ric Edelman and Factor and Core Equity Strategist Ryan McCormack, from Invesco.

EDUCATION

NOVEMBER 2021

READ NOW

The Lightning Network has grown at an electric pace, but what the network is and how it operates is a new concept to many. Learn how it impacts the Bitcoin blockchain by reading this concise overview.

RIC’S BLOG

NOVEMBER 2021

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The realm of digital assets is new, confusing, famous for making people rich – and often unregulated. In other words, it’s a perfect setting for scams. Here’s a quick look at the most common scams, and how to avoid them.

GET YOUR CERTIFICATE

EARN 13 CE CREDITS

FULL DETAILS

Designed for financial professionals by leading financial professionals, this is the only course of its kind tailored to financial professionals like you and your team, delivering key investment-related education about blockchain and digital assets.

BROCHURE

SPECIAL RESOURCE

DOWNLOAD NOW

Gain key insights on blockchain, bitcoin and digital assets with Ric Edelman’s smart guide for financial professionals. This special resource is available for instant download.

VIDEO INTERVIEWS

DOUGLAS BONEPARTH

WATCH NOW

Douglas shares what regulatory issues advisors should be aware of when recommending digital assets to clients. And, while staying within the regulatory boundaries, how he recommends clients get exposure to the asset class in lieu of a bitcoin ETF.

ARE YOU A

FINANCIAL PROFESSIONAL?

DACFP is dedicated to advancing Financial Professional awareness, knowledge and understanding of blockchain, bitcoin and digital assets so you can give your clients the advice they need about this new and transformational asset class. Thanks to DACFP’s leadership, you can connect with regulators and academia to explore this entire ecosystem and be introduced to innovators that offer products and services that can help you, your firm and your clients.

Blockchain, Bitcoin and Digital Assets Are Now Mainstream

This new asset class isn’t going away. Instead, it’s gone mainstream. Financial professionals need to adapt – or you risk losing credibility, clients and AUM. Don’t let that happen to you!

Why Blockchain?

It’s the most important innovation since the Internet.

LEARN MORE

Why Digital Assets?

It’s an unprecedented investment opportunity for you and your clients.

LEARN MORE

Further Reading

Stay informed and up to date with our library of information.

RESOURCES

ASK RIC

ASK RIC

About Digital Assets

Ask Ric Your Digital Assets Question. Submit a question and read Ric’s answers to previous questions.

ASK RIC PAGE

DACFP Making News

Ric Edelman Steps Back From Edelman Financial Engines

Ric Edelman on Digital Assets, Trends in Investing and Confronting Difficult Questions

‘The bad reputation is well deserved’: Ric Edelman’s damning verdict on financial services

First 100 Financial Professionals Complete DACFP’s Certificate in Blockchain and Digital Assets® Program

Cryptocurrency scams rose 1,000 percent in the past year and cost consumers at least $80 million, FTC says

How to Advise Clients When Bitcoin and Other Cryptos Crash

DACFP and National Association of Personal Financial Advisors Partner to Educate Financial Advisors on Blockchain and Digital Assets

“Ric is a wonderful speaker. My team and I thought he did an excellent job presenting IAA’s Understanding Blockchain and Digital Assets webinar, in an easily digestible fashion. Several of my advisors plan to use the IAA member discount to enroll in the Certificate in Blockchain and Digital Assets online program!”
Michael J. Freeburg, Founding Member
Greenwich Wealth Management

“DACFP gave me the education I need to confidently speak about the blockchain and digital assets with clients so I can better serve them.”
Claire Mork, CFP®, Registered Investment Advisor
Edelman Financial Advisors

“As an advisor who is trying to learn as much as I can about the rapidly evolving world of digital assets, finding DACFP was just what I needed. DACFP speaks directly to the advisor and understands the questions clients are asking. I am excited to have this resource to help me learn about and keep pace with this asset class.”
Chris Toadvine, MS, CFP®, AIF®, Registered Investment Advisor
Certified Financial Group, Inc.

“As an advisor who is trying to learn as much as I can about the rapidly evolving world of digital assets, finding DACFP was just what I needed. DACFP speaks directly to the advisor and understands the questions clients are asking. I am excited to have this resource to help me learn about and keep pace with this asset class.”
Paul V. Sydlansky, CFP®, Founder, Registered Investment Advisor
Lake Road Advisors

The value and content provided by DACFP is second to none! The events and interviews have been incredible. Thanks for the invaluable leadership in this new space!”
Adam C. Morgan, CFP®, Registered Investment Advisor
Novem Group

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