Course curriculum

  • 1


    • Intro to Adding Crypto to Your Advisory Practice

  • 2

    Bitcoin and Crypto Facts

    • BItcoin and Crypto Facts

  • 3

    Investment Thesis and Allocation

    • Investment Thesis

    • Allocation for Crypto

  • 4

    Common Objections

    • Common Objectives

  • 5

    Regulation and Compliance

    • Regulations and Compliance

  • 6

    CE Quiz

    • CE Credit Quiz

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 within 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