Certified in Blockchain and Digital Assets

Financial Advisor Track

Schwab IMPACT 2024 Attendees* Save 50% for a Limited Time!
Use Discount Code SCHWAB50 at Checkout

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.

*Schwab employees and advisors who custody at Schwab. Cannot be combined with any other DACFP offers.

The Certificate in Blockchain and Digital Assets

Financial Advisor Track

Schwab IMPACT 2024 Attendees* Save 50% for a Limited Time!

Use Discount Code SCHWAB50 at Checkout

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.

*Schwab employees and advisors who custody at Schwab. Cannot be combined with any other DACFP offers.

Choose to be Certified in the basic or advanced 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		Certified in the Basic ProgramCertified in the Advanced Program
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
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 (meet the 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!

Tuition Discounts Available

Take advantage of special discounts when you enroll to become certified – 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 10 or more people. Inquire to learn more.

Do You Qualify for a 100% Tuition Scholarship?

Available to qualified financial advisors

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!