No.

Yes. Crypto is a global technology and used worldwide. So far, individuals from 37 countries have attained their CBDA designation.

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

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

None. The CBDA program begins with introductory modules before delving into more advanced sessions. Whether you are a compliance officer holding a law degree or merely “crypto curious,” you’ll benefit from this extensive and enlightening course.