Certified Digital Asset Advisor
Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
Meet the course expert
Adam Blumberg
What you'll learn in this course
Welcome to the Certified Digital Asset Advisor Course
What to Expect
What is the CDAA
Course Modules
1-1- Bitcoin and Blockchain_ Introduction to Bitcoin and Blockchain
1-2- Bitcoin and Blockchain_Why Bitcoin v1
1-3- Bitcoin and Blockchain - Solution - Hashing
Hashing Demo
1-5- Bitcoin and Blockchain_ Solution - Ledger
Blockchain Demo
1-6- Bitcoin and Blockchain - Proof of Work
1-7- Bitcoin and Blockchain - Bitcoin_The Full Solution v1
1-12- Bitcoin and Blockchain- Key Characteristics - Trustless
1-13- Bitcoin - Key Characteristics - Transparent
Key Characteristics - Private
Bitcoin Upgrades & Forks
Bitcoin- Lightning Network
Bitcoin - Taproot
1-15- Bitcoin and Blockchain_Investment Thesis
Three Reasons People Invest in Bitcoin
1-16- Bitcoin and Blockchain_Bitcoin Volatility
1-17- Bitcoin and Blockchain - Module Summary
Bitcoin Whitepaper
Quiz
Homework - Week 1
Live Lesson - Week 1 Cohort 13 - 12:00 EST, Friday November 4th
2-1- _Ethereum_Introduction
2-2- Ethereum_Why Ethereum
2-3- Ethereum_Ethereum Basics
2-4- Ethereum - Smart Contracts
2-5- Ethereum - Ether and Gas
2-6- Ethereum - Proof of Stake
2-7- Ethereum - Issuance Policy
2-8- Ethereum - Staking ETH
2-10- Ethereum_Tokens
2-12- Ethereum - ETH Investment Theses
2-13- Ethereum - Summary
Challenge - Week 2
Live Lesson Week 2 - 11:00 EST, Friday November 11th
Introduction to Custody
Private and Public Keys
Private/ Public Key Demo
Wallets
Self-Custody
Hard Wallets
Soft Wallets
Multi-Sig Wallets
Metamask and ETH Wallets
On-Off Ramps
Exchanges
MPC Wallets
Custody for Advisors
Transactions
Custody and Transactions
Custody Summary
Metamask Set up
Volatility
Derivatives Futures/Swaps
Quiz
Challenge - Week 3
Hardware Wallets
Hardware Wallet Setup Demo - Ledger Nano X
Live Session, Week 3. Friday, November 18th 11:00 AM EST
DeFi Introduction
What is DeFi?
Decentralization
Composability
Protocols
Intro to Stablecoins
Collateralized Stablecoins
Fiat Backed Stablecoins
DeFi - Lending and Borrowing
Decentralized Exchanges
Liquidity Providers
Oracles
Decentralized Insurance
Derivatives
Centralized Exchange
Challenge - Week 4
Week 4 Live Session - December 2, 2022 11:00 AM EST
Introduction to Use Cases
Security Tokens
Web 3
Web 3 Wallets
Protocol Wallet Interaction
Liquidity Mining
Non-Fungible Tokens - NFTs
NFT Past and Present
NFT Future
Decentralized Autonomous Organizations (DAO's)
DAO Use Cases
DAO Protocols
Yield Generation Intro
Yield Generation: Centralized Interest
Yield Generation: Decentralized Interest
Yield Generation: Staking
Yield Generation: Liquidity Pools
Airdrops
Other Layer 1's
Challenge - Week 5
Week 5 Live Session - December 9th, 2022 11am EST
Types of Tokens
Crypto in Your Practice
Allocation
Allocation - The Numbers
Objections - Environment and Value
Objections - Hacks
Objections - Value
Objections - Criminals and Regulations
Custodial Platforms
News and Research
Risks-Technical
Risks- Market- Volatility
Risks-Market-Manipulation
Risks-Market-Regulation
Crypto Funds
Crypto Stocks
Crypto for Retirement
Compliance
Metrics
Quiz
Week 6 Live Session - December 16th, 2022 11:00 AM EST
Crypto Account Form - Wallets
Crypto Account Form - Accounts
Crypto Estate Plan
Crypto Intake Form
Crypto Plan for Client
Crypto Project
Know what you'll pay, upfront and uncomplicated.
Receive Continuing Education Credits
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.
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
Additional information can be found on our FAQ Page.
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