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.

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
1Bitcoin – The First of the New Digital Assets✔✔
2Blockchain, aka Distributed Ledger Technology✔✔
3Digital Assets and Digital Currencies✔✔
4Layer 2 Protocols, Tokens, & DeFi✔✔
5Real-World Use Cases✔✔
6Investment Thesis for Digital Assets✔✔
7Investment Opportunities✔✔
8Portfolio Construction✔✔
9Regulation✔
10Operations, Compliances and Risk✔
11Taxation of Digital Assets✔✔
12How to Explain Crypto to Clients✔✔
13How to Incorporate Crypto into Your Practice✔✔
CE Credits1418
Tuition$879$949
ENROLL NOWENROLL 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!

Do You Qualify for a 100% Tuition Scholarship?

Available to qualified financial advisors

You Might Be Eligible for a Tuition Discount

Dozens of organizations have arranged for their advisors, employees or members to receive a discount when you enroll in the Certificate course. Check out the list – and if you don’t see your organization listed, ask them to contact us!

Group Rates Available

Get your team fluent in crypto quickly, easily and inexpensively – with a group discount on our Certificate courses! You can use the discount to train your staff, create goodwill from advisors, and generate new sales from investors and investment advisors! Let us show you how the Certificate in Blockchain and Digital Assets can help you build your business. Group discounts are available when you enroll 50 or more.

White Label Program

We’ll create a customized course for your organization to fit your needs – anything from 3-minute segments to a comprehensive 18-hour program – under your brand and logo. Use your White Label Program to train your staff or in a marketing campaign to attract new business!