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 Anytime | WHO DO YOU WANT TO REACH? | |||
| For Employees | RIAs and BDs | Financial Advisors | Investors | |
| 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 | ✔ | ✔ | ✔ | |
| 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.”
“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.”
“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. ”
“DACFP’s course was extremely helpful in determining whether to recommend digital assets to my clients and in what manner.”
“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.”
“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.”