Digital Asset and Crypto Education for Financial Advisors
Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
Why Become a Certified Digital Asset Advisor?
Every day Bitcoin and Cryptocurrency are making headlines and catching the attention of our clients. They want to know what cryptocurrency is, how it works, and most importantly, if they should own any.
If you can’t answer these questions, you can bet your competition will. Whether you believe digital assets are the future (like we do) or not, as a fiduciary you need to understand this new financial ecosystem in order to give your clients the best advice possible.
Crypto isn’t going away, but advisors who refuse to learn the fundamentals of it may be.
Compliant. Profitable. Scalable.
We've gone through countless videos, courses, white papers, webinars, and books, and assembled the information you need to know to add Crypto and Digital Assets to your practice.
As a Certified Digital Asset Advisor, you get to show clients and prospects you’re on the cutting edge of investment and planning options
The CDAA system will include your offerings, pricing, client conversations, custodians, allocations, reviews, and reporting system.
The crypto world is expanding on a daily basis, making it difficult to stay on top of this dynamic space. As a CDAA you will be able to focus on what matters to your clients.
Are You Ready to Learn About Digital Assets and Crypto?
Most importantly, are you ready to learn how to make it a part of your practice? By the end of this course you will:
Receive Continuing Education Credits
How The Course Works
The CDAA curriculum is developed and presented by Certified Financial Planners®, Certified Public Accountants, University finance faculty, and financial planners with years of digital asset experience.
The instructors have created hundreds of video lessons over several years, explaining Crypto, Digital Assets, and Blockchain technology.
What You Will Get in 6 Week Course
Clients Want Digital Asset Advice
They have said they will invest in this asset class if their advisor understands it. These are the clients you want, and they’re asking you to learn. Be part of the first cohort of Certified Digital Asset Advisors, and be ready to help the client of the future.
We designed this course to be somewhat fluid. Each week you will get the on-demand content that is more technical, so you can understand the technology.
The live lessons allow us to answer questions, discuss conversations with clients, and talk about news from the week.
We will get started on the basics of Bitcoin. We discuss some cryptography, and the technicals that get us to the first cryptocurrency. We will talk about how Bitcoin mining works, and some of the key characteristics of public Blockchains.
After Q&A, we will talk about how to educate your clients about Bitcoin, and role play some conversations you might have with interested clients.
In week 2 we start buying or investing in Crypto. We will talk about the on/off ramps from fiat to Crypto, and how we custody or store those assets. We teach the technology behind wallets, private and public keys, and go into our first transactions.
In our week 2 class we will talk about compliance with a lawyer and compliance expert. We will also tackle more role play and conversations you can have with clients.
This week we go into the valuation of Bitcoin and other Digital Assets. We also discuss some allocation thoughts and strategies, and some of the reasons clients would allocate to Bitcoin.
First we have a session with a CPA about Crypto-related taxes. We then follow up our technical lessons with role-play client discussions regarding valuation and allocation.
In week 4, we are really getting into some of the revenue streams you have available. We first go into the investment options like Crypto funds and Separately Managed Accounts. We talk about your custodial options, before showing you some projects you can offer to clients for a fee.
In this live session, we will walk through the project options, and go through the conversations you can have with clients regarding the service and investment offerings. We can also answer questions about offering AUM or project-based services regarding Digital Assets.
In week 5, we talk about some of the drawbacks of Bitcoin, and how those gave rise to some of the other Cryptocurrencies. We also talk about Ethereum, and other smart contract-based blockchains, in addition to consensus algorithms like Proof of Stake.
After some Q&A, we will discuss the service offerings you might be choosing, and role-play the conversations you can have with clients from start to finish of their Digital Asset journey.
This is the week where we look to the future of Digital Assets. We go into Decentralized Finance, or DeFi. We talk about Security Tokens, finding additional yield and the risks, and even more future alternative assets.
Here we go through client segmentation, and start to build more of your marketing plan regarding Crypto. Which clients will you target, and how will you start the conversations.
Not ready to enroll yet?
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