Certificate FAQs

What are the requirements for receiving the certificate?

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

  • Complete all 11 modules as well as the bonus module.
  • Pass all 11 module quizzes with a score of 70% or above.
  • Complete the pre-and post-course survey.
  • Agree to the DACFP Code of Ethics.

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.

How do I access the course?

Upon enrollment, you’ll receive an email from the New York Institute of Finance with instructions on how to access the course.

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 your receipt of your digital certificate and badge. This email will direct you to create an account on Credly where you will be able to accept your new digital certificate. Once you accept your digital certificate, you will also be prompted to post your accomplishment to the blockchain. Within your Credly account, you will also 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. Should you wish to receive a professionally printed copy of your certificate for framing, you will have the option to request this from the certificate holder’s member site on DACFP.com.

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.

How do I receive my CE credits?

CFP CE credits are required to be reported by us. Your name, CFP Board ID and date you completed the program will be needed.

CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.

If you hold the CIMA®, CPWA®, CIMC®, and RMA® certifications, you may report CE credit for this program by logging in to your account at www.investmentsandwealth.org and clicking on the “Report CE” button. When reporting online, leave the Provider Name field blank. Enter the Program ID (that you’ll receive by email after course completion) and the Date Attended.

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 certificate@dacfp.com.

Who should I contact should I have issues with the course learning site?

If you are having technical issues with the course website, please email customerservice@nyif.com.

Do you offer group discounts?

Please contact us at: info@dacfp.com for group discounts of 10 or more members of your organization.