Certified 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 Certification or the Advanced Certification 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 | Layer 2 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 | 14 | 18 | |
ENROLL NOW → | ENROLL NOW → |
You Get All These Benefits
Tuition Discounts Available
Take advantage of special discounts on our Certification courses – getting you and your team fluent in crypto quickly and easily! Tuition discounts are available to advisors, employees and members of select organizations. Discounts available to organizations that enroll 50 or more people. Inquire to learn more.