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.

Why Become a Certified Digital Asset Advisor
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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.

Learn

Learn

As a Certified Digital Asset Advisor, you get to show clients and prospects you’re on the cutting edge of investment and planning options

Implement

Implement

The CDAA system will include your offerings, pricing, client conversations, custodians, allocations, reviews, and reporting system.

Scale

Scale

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:

Technical

  • Understand what Bitcoin is, and how it gives us Blockchain Technology
  • Know several valuation methods and theories around Bitcoin and Digital Assets
  • Know why there are so many Cryptocurrencies
  • Understand the options for custody of Digital Assets
  • Understand how Crypto funds work
  • Be able to do your own research

Practical

  • Be able to have conversations with clients about allocation to Digital Assets.
  • Help clients allocate to Crypto
  • Understand the technical and fundamental risks, and evaluate them
  • Discuss investment versus speculation
  • Determine your providers and systems
  • Create Crypto estate plans

Receive Continuing Education Credits

  • 12 hours of NASBA approved CPA Continuing Professional Education credits included
  • 12 hours of CFP Board Continuing Education credits applied for

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

  • 2 hours per week of on-demand video content. Consume detailed and technical content on your schedule.
  • 2 hours live discussion.
    We answer questions based on the technical content first. We then go into real-life situations and active client planning scenarios.
  • Homework
    Each week you’ll be given a small task so you can better understand how Bitcoin and Digital Assets work. The best way to understand this technology is by using it.
  • Experts
    Live classes will also have guests to discuss compliance, taxes, and valuation.
  • Resources
    You’ll be given plenty of resources to use in your practice, such as client intake forms, new account forms, crypto plans, digital asset estate planning templates, and client guides to all things crypto.
  • Discussion
    You will have access to our Discord group, where you can ask questions directly to the CDAA Advisory Board and of your fellow cohort members.

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.

  • The average age of a Bitcoin investor is 42.
  • Average Bitcoin investor has at least one college degree.
  • 55% said they would be motivated if their Financial Advisor recommends it
  • 60% of investors think Bitcoin has a place in their portfolio
  • Millennials and Gen X stand to inherit $68 trillion in the next 2 decades

Curriculum

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.

On-Demand

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.

Live

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.

On-Demand

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.

Live

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.

On-Demand

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.

Live

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.

On-Demand

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.

Live

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.

On-Demand

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.

Live

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.

On-Demand

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.

Live

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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