COMPLETED WEBINAR
How to Add Crypto to Client Portfolios Today
October 8, 2025
The convergence of traditional finance and digital assets is reshaping how financial advisors are thinking about portfolio construction.
Join DACFP Founder Ric Edelman and Christopher Jensen, VP/Director of Digital Assets Research at Franklin Templeton, for the latest thinking on crypto’s role in client portfolios. You’ll explore the latest market dynamics across all major digital assets, see how new regulatory clarity is creating new investment opportunities, and how ETFs and Digital Asset Treasury companies are melding crypto with traditional finance. Best of all, you’ll get the practical allocation strategies you need for incorporating digital assets into client portfolios today.
For the live webinar only:
1 CFP CE credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
About the Speakers
Ric Edelman, CBDA
Founder, DACFP
Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.
Christopher Jensen
VP/Director of Digital Assets Research, Franklin Templeton
Christopher Jensen is a portfolio manager and director of Digital Asset Research for Franklin Templeton. With nearly 20 years of technology investing experience spanning venture capital, private equity, and private credit, Christopher’s focus is on developing and leading the fundamental research efforts for Franklin’s Listed Token strategies.
About the Sponsor
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