Financial Professional Track

This module provides a comprehensive foundation for understanding bitcoin and its role as the first digital asset in a new and evolving asset class. From exploring the origins and purpose of bitcoin to examining its unique features and investment potential, you’ll gain the knowledge needed to confidently navigate this transformative innovation.

This module explores blockchain, the foundational technology behind digital assets, guided by Dr. W. Scott Stornetta, a co-inventor of blockchain. From its origins and technical structure to its diverse applications and investment potential, this session equips you with the essential knowledge to understand and leverage blockchain’s transformative capabilities.

This module delves into the dynamic world of digital currencies and digital assets, providing an overview of their role in payments, stablecoins, and central bank digital currencies (CBDCs). You’ll gain insights into the practical use of digital wallets and exchanges, explore major assets beyond bitcoin, and understand their foundational technology, empowering you to navigate this rapidly evolving landscape with confidence.

This module introduces second-layer protocols, tokens, and decentralized finance (DeFi), uncovering how these innovations enhance blockchain functionality and scalability. From understanding the difference between coins and tokens to exploring DeFi’s potential to revolutionize financial systems, this session equips you with the knowledge to navigate this dynamic landscape.

This module showcases real-world applications of blockchain technology, highlighting its ability to revolutionize industries like supply chain management, healthcare, and financial services. From increasing transparency and efficiency to creating new economic opportunities through NFTs, DeFi, and the metaverse, you’ll explore how blockchain is transforming global commerce and enabling innovative solutions.

This module examines the investment thesis for digital assets, providing financial professionals with insights into correlation, diversification, risk management, and valuation techniques. With a focus on portfolio strategy and the transformative potential of digital assets like bitcoin, you’ll gain practical knowledge to help you integrate this emerging asset class into client portfolios confidently.

This module introduces the diverse investment opportunities in digital assets, offering a deep dive into direct and indirect investment strategies, including funds, tokens, and SMAs. You’ll gain valuable insights into evaluating digital asset exchanges, custody solutions, and blockchain-focused companies, equipping you to navigate this evolving investment landscape with confidence.

This module focuses on portfolio construction, exploring how to incorporate digital assets into a diversified portfolio effectively. You’ll learn strategies for allocation, risk reduction through techniques like dollar-cost averaging and rebalancing, and how to determine the appropriate investment strategies for your clients’ unique needs.

This module provides a detailed exploration of the regulatory landscape surrounding digital assets, covering key U.S. agencies, global frameworks, and emerging policies. You’ll gain insights into jurisdictional challenges, compliance requirements, and the evolving balance between privacy and security, equipping you to navigate the complexities of crypto regulation with confidence.

This module equips financial professionals with the essential compliance, operational, and risk management strategies needed to integrate digital assets into their practice. From understanding regulatory requirements and client communication protocols to updating firm policies and leveraging technology, you’ll gain actionable insights to confidently navigate this emerging asset class.

This module provides a comprehensive overview of the taxation of digital assets, equipping financial professionals and investors with essential knowledge to navigate the complexities of crypto taxation. From acquisition and holding to disposal, you’ll learn how to identify taxable events, understand IRS reporting requirements, and effectively help clients manage tax obligations for digital assets.

This module focuses on equipping financial professionals with practical strategies to explain blockchain and digital assets to clients effectively. From addressing common client objections to providing tools for confident conversations, you’ll learn how to integrate crypto discussions into your advisory practice. With actionable techniques and insights, this session empowers advisors to build trust and guide clients through the complexities of digital assets.

This module equips professionals with the essential strategies they need to manage and protect digital assets. From understanding wallet security to navigating the latest threats and scams, you’ll gain the knowledge you need to confidently engage in this new asset class.

This module guides financial professionals on effectively incorporating crypto into their practice, whether they personally embrace digital assets or not. It provides strategies to address client inquiries, integrate crypto into financial planning, and navigate compliance challenges, empowering advisors to expand their expertise and build stronger client relationships.

This module explains the GENIUS Act – the first federal law to regulate stablecoins. You’ll learn how the law works, what it means for crypto, how it strengthens the U.S. dollar and Treasury markets, what risks and opportunities lie ahead and why it matters for investors and financial professionals.