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 Module | Basic Certificate | Advanced Certificate | |
|---|---|---|---|
| 1 | Bitcoin – The First of the New Digital Assets? | ✔ | ✔ |
| 2 | Blockchain, aka Distributed Ledger Technology | ✔ | ✔ |
| 3 | Digital Assets and Digital Currencies | ✔ | ✔ |
| 4 | Second Layer Protocols, Tokens, & DeFi | ✔ | ✔ |
| 5 | Real-World Use Cases | ✔ | ✔ |
| 6 | Investment Thesis for Digital Assets | ✔ | ✔ |
| 7 | Investment Opportunities | ✔ | ✔ |
| 8 | Portfolio Construction | ✔ | ✔ |
| 9 | Regulation | ✔ | |
| 10 | Operations, Compliances and Risk | ✔ | |
| 11 | Taxation of Digital Assets | ✔ | ✔ |
| 12 | How to Explain Crypto to Clients | ✔ | ✔ |
| 13 | How to Incorporate Crypto into Your Practice | ✔ | ✔ |
| CE Credits Available | 14 CE Credits | 18 CE Credits | |
| Tuition | $879 | $949 | |
| ENROLL NOW | ENROLL NOW |
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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