It doesn’t matter whether or not your firm allows you to recommend crypto to clients. The fact is that many of your clients own crypto, and many others are curious about it. The Certificate course gives you the knowledge you need about tax, estate planning and risk management so that you know how to answer client questions.
You’ll also learn how to become aware of your clients’ outside investments in crypto so that you can adjust your financial planning and investment recommendations accordingly. None of this has anything to do with actually recommending crypto; it’s solely intended to allow you to be of greater value and service to your clients. It’s hard to imagine that any corporate executive would object to your desire to increase your knowledge.