When you finish the course, you’ll automatically be a Member for free!
Enjoy these Exclusive Membership Benefits
Upon completion of the Certificate Course, you’ll automatically be added to the DACFP Council. Members must sign the DACFP Code of Ethics each year. Exclusive benefits include:
Digital Badge to promote your Certificate on LinkedIn
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
This is the only course of its kind, designed by leading financial advisors and presented by a world-class faculty, to give you the knowledge you need about this unprecedented and revolutionary new asset class.
Dr. W. Scott Stornetta, widely considered the co-inventor of blockchain technology. His module focuses on blockchain/distributed ledger technology, the underlying technology for bitcoin and all digital assets. Dr. Stornetta and his research were prominently cited in three of the eight citations in Satoshi Nakamoto’s Bitcoin Whitepaper. He is currently Chief Scientist and Partner at Yugen Partners.
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.
Anders Brownworth, the Principal Architect in applied research in the field of central bank digital currency projects and former blockchain lecturer at the Massachusetts Institute of Technology. Mr. Brownworth holds several telecom patents and helped create Republic Wireless, a WIFI/cellular hybrid smartphone service. His module covers digital assets and digital currency.
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.
Lex Sokolin is one of the premier minds in decentralized finance and the next generation of financial services. His module will explore the broad blockchain ecosystem with a focus on second layer protocols, tokens and DeFi. Mr. Sokolin is Co-Head of Global Fintech at ConsenSys, and is a futurist and entrepreneur working on the next generation of financial services for blockchain technology which is building the infrastructure, applications and practices that enable a decentralized world. His work emphasizes emerging digital assets, public and private enterprise blockchain solutions, and decentralized finance and autonomous organizations.
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.
Shawnna Hoffman, formerly IBM’s Leader of Global Blockchain Strategy. Her module reveals how blockchain technology is revolutionizing commerce on a global scale, with an emphasis on real-world use cases. Shawnna is a sought-after Subject Matter Expert for AI and Blockchain, has spoken at the United Nations Summit on Blockchain for Impact, and chaired the CFTC’s Distributed Ledger Technology and Market Infrastructure Subcommittee.
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.
Jack Tatar will lead the module on asset class correlation and diversification, risk management, investment pricing and return potential for digital assets. Mr. Tatar is an expert in this field and co-author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond. As Managing Partner at Doyle Capital Mgmt., he is an early-stage investor in companies within the transformative technology sectors of digital assets, blockchain, distributed computing, AI and more.
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.
Ray Sclafani is President and Founder of ClientWise LLC, the premier coaching and training company exclusively serving the financial services industry. Mr. Sclafani’s module explores the digital asset investments available to financial advisors and their clients, and explains how to buy, where to custody and much more. Mr. Sclafani founded ClientWise after 20 years at AllianceBernstein. ClientWise’s unique coaching programs and credentialed coaches help advisors and their firms reach the next level of professional excellence and financial success with greater focus and ease.
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.
Del Wright, Jr., author of A Short & Happy Guide to Bitcoin, Blockchain, and Crypto. His module is devoted to regulatory and tax issues related to digital assets. Mr. Wright is Professor of Finance, Business and Tax at the University of Missouri – Kansas City Law School, where his research focuses on the intersection of cryptocurrency, financial regulation and tax.
Module 10: Operations, Compliance and Risk
Compliance considerations, integration into advisor platforms, financial planning, client communication.
Brian Hamburger, CEO and Founder of MarketCounsel and the Hamburger Law Firm, is a prominent advocate for advisors. Mr. Hamburger is Founder, President and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to RIAs. Mr. Hamburger co-presents the module on compliance and risk issues for RIAs regarding digital assets.
Brian Hamburger, Founder, Hamburger Law and CEO, MarketCounsel, an outspoken advocate serving preeminent RIAs.
Dan Bernstein is Chief Regulatory Counsel at MarketCounsel and responsible for thought leadership, content development, and management of the firm’s regulatory professionals. He has extensive experience in providing legal services to RIAs, institutions in the securities industry and fintech companies. Mr. Bernstein co-presents the module on compliance and risk issues for RIAs regarding digital assets.
Daniel Bernstein, Chief Regulatory Counsel, MarketCounsel Consulting, who has significant fintech experience.
Lacey Shrum, Founder of Smart Kx and attorney at Vela Wood, will teach advisors about the operational considerations of advising on digital assets. In her module, she’ll review such issues as firm policies, client communication, documentation and billing. Ms. Shrum is a compliance consultant who speaks frequently to professional organizations, private businesses and the financial services community on blockchain technology and digital assets. Her company, Smart Kx, helps RIAs automate the client contract and fee calculation process, ensure fee accuracy and maintain compliance for advisors recommending traditional and digital assets.
Lacey Shrum, Attorney, Vela Wood and Founder of Smart Kx, which helps advisors comply when managing digital assets.
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 email@example.com for group discount rates – available when 10 or more people from your organization enroll!
Reduced rate available for government employees. Send requests to firstname.lastname@example.org from your work email.
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