Attract and Retain AdvisorsFirm ExecutivesInvestors/ClientsEmployees

With the DACFP
Crypto Video Series + Town Hall

If you want to succeed, your target market must first understand crypto – and here’s how you can educate them!

Outstanding Quality • Excellent Content • Motivates People to Act

You Get All This With

The DACFP Crypto Video Series + Town Hall

4 Different Video Series – Each Can Be Viewed AnytimeFinancial AdvisorsFinancial ExecutivesInvestors/
Your Employees
4 Part Series4 Part Series3 Part Series4 Part Series
Understanding blockchain and digital assets
Crypto investment thesis, portfolio construction and investment management
Crypto taxation, financial planning, estate planning, philanthropic planning, and divorce planning
How to explain crypto to clients
Crypto regulation and compliance
How to craft a compliant crypto strategy consistent with your firm’s culture
How to create a crypto sales & marketing strategy that attracts clients and AUM

Everyone gets CE Credit
and you get everyone’s contact info!

“I was expecting this course to be an introduction to Digital Assets. As soon as I started the modules, I was very pleased at the level of depth each module provided taught by some of the most knowledgeable experts in the world of Digital Assets. In fact, one of the mentors was a co-founder of block chain technology itself! The breadth and scope of the modules is extremely comprehensive. This is way more than an introductory course. It will fully empower any Financial Advisor to be ready for this emerging sphere. The reality of Digital Assets is here. I’d encourage any serious Financial Advisor to get up to speed as soon as possible.”
Brendan Kenny CFP®, Director, Financial Planning , Edelman Financial Engines
“Every financial advisor and CFP® should complete the DACFP Certificate in Blockchain and Digital Assets. We owe it to our clients to be educated on a new asset class that is certainly here to stay. Blockchain and decentralized finance are two critical technologies that many still do not understand, but the DACFP course helps clarify that this innovation is more than just about Bitcoin.”
IBRAHIM WEALTH ADVISORY GROUP, Ibrahim Wealth Advisory Group
  • Guest appearance on our Top 1 % Podcast – The Truth About Your Future with Ric Edelman
  • Unlimited quantities of Ric Edelman’s award-winning, #1 Amazon bestseller, The Truth About Crypto
  • Articles & content for your website and publications
  • Speakers for your conferences, webinars and podcasts
  • Free Booth plus 2 passes to DACFP VISION, June 13-14 in Austin – the longest-running crypto investment conference exclusively for financial professionals and accredited investors
  • Registration Discounts for DACFP VISION for you to give
  • Lunch & Learns for your advisors, staff and/or clients
  • 2 consulting sessions. Your choice of:

    • Strategic consulting with your firm’s executives
    • Investment management strategy with your CIO & team
    • Marketing strategy with your CMO & team
    • Sales training for your FAs
  • White Label or Co-Branded audios, videos, digital and print
  • Your firm listed as a partner on the DACFP website
  • Group Tuition Discount for the Certificate in Blockchain and Digital Assets course

Questions?  Contact Kurt Anders at (313) 434-4172