Course curriculum

  • 1

    Investing in Cryptocurrency for RIAs

    • Crypto and Your Practice
  • 2

    Next steps

    • Intro to Crypto for RIAs Quiz
  • 3

    CFP Credit and Course Evaluation

    • IA+ Webinar 7-20-22 Tyrone Ross

Program Description

Delivering cryptocurrency solutions to clients will present multiple challenges for Registered Investment Advisers. Learn the compliance, technology, and investment options available to build a scalable digital offering in your practice.

Learning Objectives

  • Understand how to deliver effective cryptocurrency education to your clients
  • Learn the options to allocate your clients’ portfolios to various cryptocurrencies
  • Learn the foundations and requirements for a compliant digital asset offering in your RIA
  • Review available custodial and technology options for directly managing your clients’ digital assets
  • Understand the opportunities and challenges of creating cryptocurrency portfolios to invest your client’s money


Instructional delivery method: Self Study

Recommended CPE Hours: 1 Hour

Field of study: Finance

Prerequisites: None

Program knowledge level: Basic

Advanced preparation: None

Additional information available on our FAQ Page.