Each organization establishes its own policies. That said, the CBDA designation is listed on the FINRA database on professional designations, and the course is endorsed by the CFP Board of Standards, Investment Adviser Association, Money Management Institute, Investments and Wealth Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network and many others. DACFP is also the official crypto education partner for Charles Schwab, Fidelity and many other financial services firms.

We are happy to talk with your Legal & Compliance team about the course. No firm would prevent you from taking the course; the only question is whether you’re allowed to publicly display the CBDA designation.