Relevant Crypto Resources for Advisors

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  • All Courses

    All of our digital asset courses are at your fingertips with on-demand video content available to go over at your leisure.

  • Leading Instructors

    Created and taught by CFPs, CPAs, and the originators of the Certified Digital Asset Advisor designation and PlannerDAO.

  • Exclusive Resources

    Guides, checklists, and best practices to keep your digital asset practice on the leading edge.

Instructors

Senior Instructor

Adam Blumberg

Adam is a Certified Financial Planner, and a former Registered Investment Advisor. He co-founded Interaxis in 2019 to educate advisors and investors on digital assets and decentralized finance. His Interaxis YouTube channel is viewed by thousands across the globe. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.

Senior Instructor

Steve Larsen

Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies for the firm. He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients. As a Certified Public Accountant and Certified Financial Planner, Steve has spent most of his career as an independent, fiduciary advisor. He is also an Adjunct Professor of Finance at Gonzaga University where he teaches classes in Cryptocurrency and Financial Planning along with developing continuing education courses for CPAs and CFPs.

The time is now!

Are you ready to learn about digital assets and crypto and make it part of your practice?

Learning Objectives

·Understand Bitcoin and Cryptocurrency to the point that you can articulate some of the value propositions

·      Understand custody and be able to evaluate custodial options

·      Have conversations with clients and partners about how Crypto fits in a portfolio

·      Create a service offering for Crypto withing your firm, including:

o   Allocation conversations

o   Custodial options

o   Privacy conversations

o   Security conversations

o   Estate planning 

Instructional delivery method: Self Study

Recommended CPE Hours: 12

Field of study: Finance

Prerequisites: None

Program knowledge level: Basic

Advanced preparation: None