The Certificate in Blockchain and Digital Assets

Financial Advisor Track

Choose this track if you’re directly serving clients. You’ll learn how you can use crypto to attract new clients and increase your AUM. This online course teaches you about both crypto technology and crypto practice management, so you can talk confidently with clients about crypto while fulfilling your fiduciary obligations.

Choose either the Basic Certificate or the Advanced Certificate program. Each contains engaging videos that you’ll view at your own pace. You’ll earn your professional certificate and get recognized for your crypto knowledge.

Learning ModuleBasic CertificateAdvanced Certificate
1Bitcoin – The First of the New Digital Assets?
2Blockchain, aka Distributed Ledger Technology
3Digital Assets and Digital Currencies
4Second Layer Protocols, Tokens, & DeFi
5Real-World Use Cases
6Investment Thesis for Digital Assets
7Investment Opportunities
8Portfolio Construction
10Operations, Compliances and Risk
11Taxation of Digital Assets
12How to Explain Crypto to Clients
13How to Incorporate Crypto into Your Practice
CE Credits Available14 CE Credits18 CE Credits

You Get All These Benefits

  • Convenient online, self-study, self-paced format – complete the course at your own pace
  • Earn up to 18 CE Credits
  • Fulfill your fiduciary responsibilities
  • World-Class Faculty
  • Product-agnostic curriculum
  • Course endorsed by the FPA, CFP Board, IAA, MMI, NAPFA, XY Planning Network and more
  • Digital Badge you can display on your LinkedIn and other social media accounts
  • Professional certificate you can display in your office
  • Press Release to help you promote your achievement
  • Full access for an entire year to all other DACFP courses and content – free!

Enroll for free with a 100% Scholarship – available only to financial advisors.
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