Questions About Earning Your Certificate in Blockchain and Digital AssetsSM

What is the DACFP Education Center?

The DACFP Education Center is an online resource center dedicated to advancing the financial industry’s awareness, knowledge and understanding of blockchain and digital assets through education resources such as the online, self-study Certificate in Blockchain and Digital AssetsSM course.

Do I need to be a financial advisor to take the course?

The course is open to everyone. However, several modules are specifically designed for financial professionals, focusing on regulation, compliance and other topics of particular concern to financial advisors, compliance officers, and members of firm management and executive teams. If you’re not a financial professional, you’ll get an inside look at issues they greatly care about, although it might not be of much interest to you.

What are the requirements for receiving the Certificate in Blockchain and Digital AssetsSM?

In order to receive the certificate and complete the course, students must:

  • Complete all 10 modules as well as the bonus module.
  • Pass all 10 module quizzes with a score of 70% or above.
  • Complete the pre-and post-course survey.
  • Agree to the DACFP Code of Ethics.

How do I access the certificate course?

To enroll in the Certificate in Blockchain and Digital AssetsSM you must first Create New Student Account in the DACFP Education Center. Once your account has been created and verified, you’ll be able to login to the education center and choose to enroll in the course. Upon completion of payment you will have immediate access to the course either from the home page or your personal dashboard.

How long will it take to complete the entire course?

The course consists of more than 13 hours of educational material broken into 2 Parts of 5 Modules each, plus a Bonus Module addressing Client Considerations. This course is self-paced and there is no time limit, however the course will expire 12 months after a student begins the course. Some students will decide to finish the course as quickly as possible, while others will take their time and finish it over a period of days or weeks.

In what format will I receive my certificate?

Upon completion of the course, you will receive an email from our credential partner Credly to coordinate the receipt of your digital certificate and badge. Once you accept your digital certificate, you will also be prompted to post your accomplishment to the blockchain. Within your Credly account, you will have the ability to share your digital certificate on social media, including directly to your LinkedIn profile and news feed. You will also have the ability to print a copy of your certificate.

Does the course offer CE credit?

The course qualifies for:

13 CFP CE credits
13 CFA PL credits
The Investments & Wealth Institute® has accepted the DACFP Certificate in Blockchain and Digital Assets course for 13 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 1 of the 13 CE credits counts toward Tax & Regulation.

Is the course recognized by regulatory or professional organizations?

This is a certificate, not a designation. You do not receive initials to put after your name. Thus, recognition by regulators isn’t germane. Compliance departments generally do not weigh in; to many, this is regarded as a CE program. But you will have bragging rights that you earned the certificate.

Who should I contact should I have specific questions about the course?

If you have specific questions about the course material, CE credits, the Certificate, or the digital credentials, please email

What is the tuition and are discounts and/or scholarships available?

You’ll find this information here towards the bottom of the page.

Is there a refund policy?

A 100% refund is available within 30 days of purchase, subject to a 3% processing fee. No refund is provided if any content has been viewed or downloaded. Send refund requests to