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

Program Description

Crypto, Digital Assets, and Decentralized Finance don’t seem to be going away, and will likely continue to be a growing asset class.  In this session, Adam Blumberg will walk you through some of the key aspects of making Crypto part of your financial services practice.

Learning Objectives

  • Gain an understanding of crypto technology and options for advisory firms
  • Understand the path toward adding Crypto to a financial advisor practice
  • Review options for adding crypto to an existing portfolio
  • Understand the risks to their clients and to their practice
  • Learn common objections to recommending cryptocurrency as an investment

Instructional delivery method: Self Study

Recommended CPE Hours: 1

Field of study: Finance

Prerequisites: None

Program knowledge level: Overview

Advanced preparation: None

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