Home – Digital Assets Council of Financial Professionals2021-07-31T02:14:18-04:00

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.

82% of clients

expect their financial advisors to
be knowledgeable about bitcoin.

62% of clients

say they would switch advisors to
get advice about bitcoin.

Source: NYDIG, April 2021

EDUCATIONAL PARTNERS

WEBINAR

AUG 10 | 1 CE Credit

REGISTER NOW

Grayscale CEO Michael Sonnenshein will share his investment thesis for digital assets, his views on the regulatory landscape and what advisors need to know about digital assets.

VIRTUAL CONFERENCE

SEPTEMBER 21 | 1 CE Credit

REGISTER NOW

SkyBridge Capital founder Anthony Scaramucci provides his thoughts on why it’s dangerous not to be long crypto and why all institutions will soon have exposure to Bitcoin.

VIRTUAL CONFERENCE

OCTOBER 19 | CE Credits

REGISTER NOW

Our hugely popular VISION Conference returns with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. VISION gives you the core information you need about the blockchain and digital assets.

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.

VIDEO INTERVIEWS

THIS WEEK: BITCOIN MINING MONTAGE

WATCH NOW

Highlights from the recent Bitcoin Mining Special Event. For a complete replay visit our Bitcoin Mining Event Page.

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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