As digital assets become a strategic component of diversified portfolios, financial advisors need to be familiar with strategies beyond the single-asset crypto ETF.
In this webinar, you’ll gain insights into crypto custody, yield, staking, trading, borrowing and lending – and discover the fastest growing financial products in the world that you can securely manage for your clients.
For the live webinar only:
1 CFP/IWI/CFA 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.
Resources
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About the Sponsor
Upcoming Events
JUNE 7-9, 2027