Become a partner and help educate the future of financial advice.

Apply to Be a CDAA Education Provider

What it means to be an education provider

"What's the process to become an education provider?"

Educate the future of financial advice

Become a CDAA Education Provider today
Apply to Be An Education Provider

Why would advisors want to learn from you?

As an Education Provider, you receive a stamp of approval from the CDAA on your coursework, meaning that it's been verified for accuracy and meets the education requirements, and can be used as qualifying education to take the Certified Digital Asset Advisor exam.

Also, these stats are making them think twice about dismissing digital assets:

And active advisors can receive
continuing education credits

• 12 hours of NASBA approved CPA Continuing Professional Education credits included

• 12 hours of CFP Continuing Education credit has been granted by CFP Board

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The Areas of Knowledge


Bitcoin & Blockchain

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 why it was created, how Bitcoin mining works, and some of the key characteristics of public Blockchains.

Become an Education Partner


Wallets, Custody, & Exchanges

In this module, 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.

Become an Education Partner


Ethereum, DeFi, Smart Contracts

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.

Become an Education Partner


NFTs, Tokens, DAOs, Web 3.0

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.

Become an Education Partner


Crypto in Your Practice

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.

Become an Education Partner

Education Requirements

Minimum of 12 hours of CDAA-Approved coursework covering:

• Bitcoin and Blockchain
• Ethereum and Decentralized Finance
• Custody, Wallets, and Exchanges
• Use Cases - NFT’s, DAOs, and Security Tokens
• Crypto in Practice - Regulation, Compliance, and Offerings

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Bill Yearly

Education Provider Inquiry Form

Please submit the form below and we will be in contact within 72 business hours.

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