Course curriculum

  • 1

    Investing in Cryptocurrency for RIAs

    • Intro to Cryptocurrency for RIAs

    • Financial Planners and Crypto

    • Crypto Allocators

    • Crypto Managers

    • Considerations for Advisors

  • 2

    Next steps

    • Intro to Crypto for RIAs 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 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