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
| WHO DO YOU WANT TO REACH? | ||||
| 4 Different Video Series – Each Can Be Viewed Anytime | Financial Advisors | Financial Executives | Investors/ Client | Your Employees |
| 4 Part Series | 4 Part Series | 3 Part Series | 4 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.”
“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.”