Attract and Retain

AdvisorsInvestors/ClientsFirm ExecutivesEmployees

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

The DACFP Crypto Video Series + Town Hall

Outstanding Quality • Excellent Content • Motivates People to Act

4 Different Video Series – Each Can Be Viewed AnytimeWHO DO YOU WANT TO REACH?
For EmployeesRIAs and BDsFinancial AdvisorsInvestors
4 Part Series4 Part
Series		3 Part Series4 Part Series
Understanding blockchain and digital assets✔✔✔✔
Crypto investment thesis, portfolio construction and investment management✔
Crypto taxation✔✔✔
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 works✔
Understanding the Wealth Management Industry✔
Understanding Investor Mentality✔
How to create a crypto sales & marketing strategy that attracts clients and AUM✔
Crypto financial planning, estate planning, philanthropic planning, and divorce planning✔✔
Crypto investment thesis, portfolio construction and investment management✔

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

“I was very pleased at the depth of each module, taught by some of the most knowledgeable experts in digital assets. The breadth and scope of the course will fully empower any financial advisor for this emerging sphere, so you can get up to speed as soon as possible.”
Brendan Kenny CFP®, Director, Financial Planning , Edelman Financial Engines
“Every financial advisor and CFP® should get their CBDA designation. We owe it to our clients to be educated and the DACFP course provides this important information.”
Christopher R. Ibrahim, CFP®, AWMA® , IBRAHIM WEALTH ADVISORY GROUP
“I am honored to have obtained my CBDA designation. The knowledge I’ve gained through the program will help me serve my clients in ways other advisors can’t. ”
Jeffrey E. Janson, CFP®, AIFA® , Senior Wealth Advisor Summit Wealth Partners, LLC
“DACFP’s course was extremely helpful in determining whether to recommend digital assets to my clients and in what manner.”
Kevin Bourke CFP® ChFC , Bourke Wealth Management
“As a fee-only fiduciary financial advisor focused on keeping up to date with the trends and opportunities that my clients are interested in, I found that the DACFP certification program was exactly what I needed to integrate digital assets into my practice. The program is practical, comprehensive and interesting, and I now feel like I can confidently help my clients with this new asset class. I wholeheartedly recommend the DACFP certification program.”
Michael Reynolds CSRIC®, AIF® Principal, Elevation Financial
“The CBDA program far exceeded my expectations. It gave me a strong foundation of knowledge, which is valuable both personally and professionally. I feel infinitely more comfortable talking with clients about blockchain and digital assets, and I strongly recommend this course to other advisors.”
Darrell Reynard, Executive Director, Financial Planning, Edelman Financial Engines
  • 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
  • Registration Discounts for DACFP VISION for you to give
  • Lunch & Learns for your advisors, staff and/or clients
  • Your firm listed as a partner on the DACFP website
  • Group Tuition Discount for the Certificate in Blockchain and Digital Assets course

Questions? Contact Don Friedman: