It doesn’t matter if your firm allows you to recommend crypto to clients. Many of your clients own crypto, and many others are curious about it. The CBDA course gives you the knowledge you need about crypto tax, estate planning and risk management issues so you can be of greater service to your clients.

By completing the course, you’ll also learn how to become aware of your clients outside investments in crypto so you can adjust your financial planning and investment recommendations accordingly. None of this has anything to do with recommending crypto; rather it’s about enabling 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 about personal finance and investment management.