The Certified Digital Asset Advisor (CDAA) designation is the only community-owned designation in the financial services industry.
Our advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education.
The Certified Digital Asset Advisor designation is awarded to financial professionals who have taken and passed the required coursework around cryptocurrency and digital asset education.
The Certified Digital Asset Advisor program was established in 2020 as the leading provider of Digital Asset education for financial advisors in the US.
We are committed to building a community of advisors who want to build a safe, scalable model to help clients invest in digital assets.
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As an advisor, it's your duty as a fiduciary to be knowledgable and understand how all aspects of the financial world play a role in a client's life. As we enter a world with new asset classes, it's becoming more important than ever to be properly educated around the advancements in technology.
As an investor, financial advisors that have completed the CDAA course and passed the exam have demonstrated that they understand how digital assets work, the role they play, the risks that follow, and how they can fit into your financial picture.
Certified Digital Asset Advisors are educated in both the traditional and digital financial world and have completed coursework on cryptocurrency, blockchain technology, and decentralized finance.
Alpharetta, GA
jstacy@meranti.capital
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Entrepreneurs, Technology & Healthcare Professionals
Other designations:
AIF®, BPC®
Seattle, WA
hello@onedayadvice.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Tech Executives, Business Owners, Crypto & Defi
Other designations:
CFP®
Pittsfield, MA
paul@investwithwillow.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Values, Education, ESG-focused
Other designations:
N/A
Houston, TX
snathoo@navigowealth.com
✓ Offers virtual services
Niche(s):
Physicians, Expats
Other designations:
CDFA, CFP®
Spokane, WA
jeremy@capnorthwest.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Crypto, DeFi, HNW, Alternative Assets
Other designations:
N/A
Lafayette, IN
jessica@turquoisewm.com
✓ Offers virtual services
Niche(s):
Accredited Investors
Other designations:
CFP®
Every day, bitcoin, crypto, and coins 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.
The Certified Digital Asset Advisor course and certification was released in February 2021 with the goal of teaching financial advisors about Crypto, Blockchain, Decentralized Finance, and Digital Assets; and how to make this new asset class part of their practice.
We have created a process by which companies, associations, universities, and other entities can become Education Partners. This means you will have the ability to charge for and provide education content in the form of courses, webinars, etc. and the credits from those courses will go toward a CDAA designation for the advisor.
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