Certified Digital Asset Advisor graduates are equipped with the tools and knowledge to successfully implement crypto in their practice.Enroll in the CDAA Course
As a Certified Digital Asset Advisor, you get to show clients and prospects you're on the cutting edge of investment and planning options.
Our coursework and exam covers all aspects of crypto and decentralized finance.
The CDAA system will include your offerings, pricing, client conversation, custodians, allocations, reviews, and reporting system.
We give you all the tools you need to implement crypto into your practice compliantly, and profitably.
The crypto world is expanding on a daily basis, making it difficult to stay on top of this dynamic space.
As a CDAA, you receive full access to PlannerDAO, a decentralized community of financial advisors, to collaborate and continue learning from.
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.
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.
You will have access to PlannerDAO where you can ask questions directly to the CDAA Advisory Board and of your fellow cohort members.
Most importantly, are you ready to learn how to make it a part of your practice?
By the end of this course you will:
• 12 hours of NASBA approved CPA Continuing Professional Education credits included
• 12 hours of CFP Continuing Education credit has been granted by CFP Board
We 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.
In week 2, we dive into ownership and custody. We cover the basics of wallet management, 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 this module, we cover everything from the Ethereum blockchain to smart contracts to the inner workings of decentralized finance so advisors have a comprehensive understanding of how the decentralized ecosystem operates.
In this module, we dive into non-fungible tokens and their wide variety of use cases, DAOs and how they work, and the importance of digital ownership.
We dive into some of the revenue streams you have available as an advisor. We first go into the investment options like crypto funds and Separately Managed Accounts (SMAs). We talk about your compliance hurdles, available solutions, and custodial options, before showing you some projects you can offer to clients for a fee.
12 hours of CDAA-Approved coursework (must include 2 hours of compliance education)
Continuing education may cover:
• Valuation and Metrics
• Exchange and Custodial Solutions
• Fund and Management Options
• Regulation and Compliance