Crypto for Financial Professionals
Learn crypto from advisors, and have the chance to receive the Certified Digital Asset Advisor designation
I know...I did it several years ago
(don't I look trustworthy?)
I sifted through white papers, YouTube channels, webinars, etc., and learned all I could about crypto. I came at it from my years as a CFP® and RIA owner.
I also made mistakes along the way, which I don't want you to make. I tried trading crypto. I got greedy and lost money speculating, and I got hacked, and I even fell for a couple phishing scams. Not my proudest moments.
(more drawing...look how happy)
We've had a YouTube channel for crypto explanations since mid-2019. over 11,000 subscribers.
We launched our course for financial professionals in 2020, and have taught hundreds of advisors.
Which now has members on 4 continents
so we can take you the last mile
I know...mixing metaphors.
Our course to take you from virtually no crypto knowledge to a well-versed user is built for you, the financial professional. The goals is to help you make crypto a part of your practice.
You'll learn the technology, investment theses, and client conversations. We mix on-demand videos with live Q&A sessions and then we have you actually use crypto.
Your time and money
All financial advisors with decades of experience
What you'll learn in this course
Welcome to the CDAA Course
What to Expect
What is the CDAA
Weekly Live Sessions - Friday - 11:00 am EST
Introduction to Bitcoin and Blockchain
Solution - Hashing
Solution - Ledger
Proof of Work
Bitcoin - The Full Solution
The Bitcoin Network - Key Points
bitcoin - The Incentive
Key Characteristics -Immutable
Key Characteristics - Decentralized
Key Characteristics - Trustless
Key Characteristics - Transparent
Key Characteristics - Private
Bitcoin Upgrades & Forks
Bitcoin- Lightning Network
Bitcoin - Taproot
Bitcoin Investment Theses
Three Reasons People Invest in Bitcoin
Module 1 Summary
Homework - Module 1
Ethereum - Introduction
Module 2 - Ethereum
Ether and Gas
Proof of Stake
Ethereum Upgrades and Standards
Ethereum - Tokens
Ethereum Scaling -Layer 2 and Sidechains
ETH Investment Theses
Ethereum - Summary
Challenge - Module 2
Introduction to Custody
Private and Public Keys
Private/ Public Key Demo
Metamask and ETH Wallets
Custody for Advisors
Custody and Transactions
Metamask Set up
Challenge - Module 3
Hardware Wallet Setup Demo - Ledger Nano X
What is DeFi?
Intro to Stablecoins
Fiat Backed Stablecoins
DeFi - Lending and Borrowing
Challenge - Module 4
Introduction to Use Cases
Types of Tokens
Web 3 Wallets
Protocol Wallet Interaction
Non-Fungible Tokens - NFTs
NFT Past and Present
Decentralized Autonomous Organizations (DAO's)
DAO Use Cases
Yield Generation Intro
Yield Generation: Centralized Interest
Yield Generation: Decentralized Interest
Yield Generation: Staking
Yield Generation: Liquidity Pools
Other Layer 1's
Use Cases - Summary
Challenge - Module 5
Crypto in Your Practice
Allocation - The Numbers
Objections - Environment and Value
Objections - Hacks
Objections - Value
Objections - Criminals and Regulations
News and Research
Risks- Market- Volatility
Crypto for Retirement
What Happened - Celsius
What Happened - 3AC
What Happened - FTX
Crypto Account Form - Wallets
Crypto Account Form - Accounts
Crypto Estate Plan
Crypto Intake Form
Crypto Plan for Client
Know what you'll pay, upfront and uncomplicated.
Receive Continuing Education Credits
This course is for financial professionals. That means anyone who helps someone else with their money - Financial Advisors, CPAs, Bankers, Attorneys
If you want to learn to trade crypto, speculate, or try to get 200% yields for yourself, this isn't really for you.
Of course. We don't really turn anyone away. Even if you have another business model in mind, we'll teach you how to walk through client conversations.
First, you can't trust everything you see on YouTube. Second, those creators aren't making videos specifically for financial professionals to add crypto to their practice. Third, you can get a designation to show clients, and you get CE credits.
We combine whiteboard videos with live sessions, and we update our content regularly. Kind of important when it comes to crypto. Also, you can get the CDAA designation.
You can go to Certifieddigital.org to learn more about the Certified Digital Asset Advisor designation, and what separates it from other crypto certifications.
That's not a question...but there are probably other assets you can't advise on, but your clients invest in. You should still know enough to have conversations. Also, at some point you will be able to advise on crypto, so better to learn now.
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.
Are You Ready to Learn About Digital Assets and Crypto and Make it Part of Your Practice?
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
Program knowledge level: Basic
Advanced preparation: None
Additional information can be found on our FAQ Page.