Earn Your Certificate in
Blockchain and Digital AssetsSM

Designed for financial advisors by leading financial advisors, this is the only course of its kind tailored to financial advisors like you and your team, delivering key investment-related education about blockchain and digital assets.

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13 CFP CE credits
13 CFA PL credits
The Investments & Wealth Institute® has accepted this Certificate program for 13 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 1 of the 13 CE credits goes towards Tax & Regulation.

You’ll Become a

DACFP Council Member

Upon completion of the course, you’ll be automatically added to the Council Members Area inside the DACFP Education Center. You must hold the DACFP Certificate in Blockchain and Digital AssetsSM and sign the DACFP Code of Ethics each year.
Council members enjoy a variety of exclusive benefits, including:

  • Brochures, charts and other content suitable for use with clients
  • Member-only educational resources and networking events
  • Introductions to leaders in the crypto community
  • Tuition discounts at DACFP conferences and events
  • Publicity Kit to help you promote your certificate in your community

Become a Digital Assets Expert for Your Clients

You will obtain the proficiency you need on blockchain and digital assets to manage your clients’ investment management strategy.

Build Your Reputation and Earn CE Credits

Completing all 11 online modules rewards you with the Certificate in Blockchain and Digital Assets℠, granting you 13 CE credits plus digital, print and blockchain certificates displaying your achievement!

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PART 1: Understanding Digital Assets & Blockchain

Module 1: Bitcoin – The First of the New Digital Assets?

An introduction to the new asset class.

Ric Edelman, Digital Assets Council of Financial Professionals, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA.

MEET RIC
LEARNING OBJECTIVES

Module 2: Blockchain, aka Distributed Ledger Technology

The underlying technology that makes Bitcoin work.

W. Scott Stornetta, Chief Scientist & Partner at Yugen Partners and widely considered the co-inventor of blockchain technology.

MEET SCOTT
LEARNING OBJECTIVES

Module 3: Digital Assets and Digital Currencies

Explaining the difference between Bitcoin and the others.

Anders Brownworth, former blockchain lecturer at the Massachusetts Institute of Technology and Principal Architect in applied research in the field of central bank digital currency projects.

MEET ANDERS
LEARNING OBJECTIVES

Module 4: Second Layer Protocols, Tokens, & DeFi

An exploration of the blockchain ecosystem.

Lex Sokolin, Global Fintech Co-Head, ConsenSys, the well-known futurist for blockchain technology and decentralization.

MEET LEX
LEARNING OBJECTIVES

Module 5: Real-World Use Cases

Beyond Tulip Bulbs and Beanie Babies: How this new tech is revolutionizing commerce on a global scale.

Shawnna Hoffman, former Leader of IBM’s Global Blockchain Strategy and former chair of CFTC’s Distributed Ledger Technology and Market Infrastructure Subcommittee.

MEET SHAWNNA
LEARNING OBJECTIVES

PART 2:

Incorporating Digital Assets into Your Investment Management Strategy

Module 6: Investment Thesis for Digital Assets

Correlation, diversification, risk management, pricing and return potential.

Jack Tatar, Contributing Editor of the Forbes Cryptoasset & Blockchain Advisor newsletter and co-author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond, and Managing Partner, Doyle Capital Mgmt.

MEET JACK
LEARNING OBJECTIVES

Module 7: Investment Opportunities

What to buy, how to buy, where to custody.

Ray Sclafani, President & Founder, ClientWise LLC, the premier coaching and training company exclusively serving the financial services industry.

MEET RAY
LEARNING OBJECTIVES

Module 8: Portfolio Construction

How much to buy, how to add to a portfolio, rebalancing and dollar-cost averaging.

Ric Edelman, Digital Assets Council of Financial Professionals, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA.

MEET RIC
LEARNING OBJECTIVES

Module 9: Regulation and Taxes

Regulatory classifications advisors need to know; the Howey Test; and tax considerations, record-keeping and reporting.

Del Wright, Jr., author of A Short & Happy Guide to Bitcoin, Blockchain, and Crypto and Professor of Finance, Business & Tax, UMKC School of Law.

MEET DEL
LEARNING OBJECTIVES

Module 10: Operations, Compliance and Risk

Compliance considerations, integration into advisor platforms, financial planning, client communication.

LEARNING OBJECTIVES

Brian Hamburger, Founder, Hamburger Law and CEO, MarketCounsel, an outspoken advocate serving preeminent RIAs.

MEET BRIAN

Daniel Bernstein, Chief Regulatory Counsel, MarketCounsel Consulting, who has significant fintech experience.

MEET DANIEL

Lacey Shrum, Attorney, Vela Wood and Founder of Smart Kx, which helps advisors comply when managing digital assets.

MEET LACEY

Module 11: Exclusive Bonus Content

Explaining blockchain and digital assets to new and current clients.

Ric Edelman, Digital Assets Council of Financial Professionals, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA.

MEET RIC
LEARNING OBJECTIVES

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Faculty Bios

Dan Bernstein
READ BIO
Anders Brownworth
READ BIO
Ric Edelman

READ BIO

Brian Hamburger
READ BIO
Shawnna Hoffman
READ BIO
Ray Sclafani
READ BIO
Lacey Shrum
READ BIO
Lex Sokolin
READ BIO
W. Scott Stornetta
READ BIO
Jack Tatar
READ BIO
Del Wright, Jr.
READ BIO

Lead Underwriters

Underwriters

Tuition

$549: Enroll now and secure your place!

Are You Entitled to a Tuition Discount?
We provide tuition discounts to members of many organizations. Check with your organization to see if you qualify for a tuition discount. And if a discount isn’t available via your organization, contact info@dacfp.com for group discount rates – available when 10 or more people from your organization enroll!

Join the thousands of professionals from these leading financial institutions who have enrolled in our program!

Advanced Planning Education Group
AdvicePeriod
Ameriprise Financial
Anchor Financial Group
Arbor Digital
Archer Investment Management
Avidia Bank
Baird
Beacon Pointe Advisors
BlackRock
BMO Family Office
BNP Paribas
BNY Mellon
Brighthouse Financial
Brinker Capital
Brown Financial
Buckingham Advisors
Canon Capital
Captrust
Cardinal Health
Carson Wealth
Charles Schwab
Citigroup
City National Bank
Commonwealth Financial Network
Compass Capital Corp
Cornerstone Wealth Advisors
Credit Suisse
Dimensional Fund Advisors
Edelman Financial Engines
Essex Financial
Facet Wealth
Federal Deposit Insurance Corporation
FFP Wealth Management
Fidelity Investments
Financial Planning Association
Fisher Investments
Forbes Family Trust
Freedom Financial Partners
Greenwich Wealth Management
Halbert Hargrove
Invesco
Investment Advisers Association
Janus Henderson Investors
Lincoln Financial
LPL Financial
Mariner Wealth Advisors
MassMutual
Mercer
Merrill Lynch
MML Investor Services
Money Management Institute
Moors and Cabot
Morgan Stanley
National Association of Personal Financial Advisors
Natixis Investment Managers
New York Life
Newbridge Wealth Management
Northern Trust
Northwestern Mutual
Park Avenue Securities
Pershing Advisor Solutions
PNC Bank
Principal Global Investors
Pure Financial Advisors
Raymond James and Associates
ritholtz wealth management
Robert W. Baird
Robertson Stehens
Ronald Blue
Sage Financial Group
Signature Bank
State Street Global Advisors
Stifel
The American College
The Behavioral Finance Network
The London Stock Exchange
The Spectrum Financial Group, Inc.
Thompson Financial
Thrivent
UBS
Valkyrie Investments
Vanguard Group
Wealth Enhancement Group
Wells Fargo Advisors
XY Planning Network
Yale University

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