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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
Module 10: Operations, Compliance and Risk
Compliance considerations, integration into advisor platforms, financial planning, client communication.
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.
Lead Underwriters
Underwriters
