Love it or hate it, you need to get educated on crypto because:
Two Tracks to Choose From
Select the track that’s right for you!
STOCK IMAGES USED ON THIS PAGE ARE LICENSED FOR USE BY DACFP BY EXCLUSIVE FREEPIK ACCOUNT
What Others Are Saying
“Before I took the course, I had some base level understanding and clients were asking questions. Taking it allowed me to be more objective. Now when I say no, I can say ‘here’s why – because of liquidity, volatility’ – it’s more objective, as opposed to an outright no. I think clients really do appreciate that.”
“It’s a good, broad-based course. I think that anyone that’s interested in getting the certification should.”
“I think this [CBDA] was very helpful in talking to clients.”
“I really liked the fact that there were different presenters for every section.”
“Do it. You’ll thank yourself … you will be one step ahead of everybody else that talks about crypto, because you know what they’re saying.”
“I thought the course was great … there’s a lot of different topic segments that were very applicable to advisors.”
If you still think digital assets are just about bitcoin or a passing fad, you need this course to change your perspective. Ric and his team have taken a complex topic and broken it down into practical, actionable insights that I use daily to help my team support both our existing clients and the next generation. It’s an incredible resource for understanding why digital assets belong in a diversified portfolio.
DACFP’s Crypto Professional certification course was an excellent program. It is taught by a real “who’s who” cast in the space and delivers you great information from the basics to the advanced. It is a great program to take whether you are just starting your blockchain journey or are already deep in the weeds.
In October 2024, I was unemployed and looking to get into finance. I ventured into the crypto world and found DACFP. I got my Certificate in Blockchain and Digital Assets and started looking for jobs. A month later I was hired and have been thriving ever since. It’s all thanks to DACFP’s CBDA course and platform!
After watching curiously from the periphery for several years while dodging questions about the digital asset world, I realized that this isn’t going away and therefore I needed to expand my knowledge about it. Ric and DACFP’s CBDA designation made it easy to follow, convenient and affordable to access, and even provided CE credits while I learned.
DACFP helps IAA members stay on the cutting edge of investment knowledge and expertise about this new asset class.
Every financial advisor and CFP® should complete the DACFP Certificate in Blockchain and Digital Assets. We owe it to our clients to be educated on a new asset class that is certainly here to stay. Blockchain and decentralized finance are two critical technologies that many still do not understand, but the DACFP course helps clarify that this innovation is more than just about Bitcoin.
Which Track is Right for You?
Financial Professional | Investor | |
|---|---|---|
| Bitcoin – The First of the New Digital Assets | ✓ | ✓ |
| Blockchain, aka Distributed Ledger Technology | ✓ | ✓ |
| Introduction to Digital Assets and stablecoin | ✓ | ✓ |
| Layer 2 Protocols, Tokens, & DeFi | ✓ | ✓ |
| Real-World Use Cases | ✓ | |
| Investment Thesis for Digital Assets | ✓ | |
| Investment Opportunities | ✓ | ✓ |
| Portfolio Construction | ✓ | |
| Crypto Regulation | ✓ | |
| Crypto Operations, Compliance and Risk | ✓ | |
| Taxation of Digital Assets | ✓ | ✓ |
| How to Explain Crypto to Clients | ✓ | |
| What to Know About Crypto Custody and Security | ✓ | ✓ |
| How to Incorporate Crypto into Your Practice | ✓ | |
| CBDA/Certificate | CBDA Designation | Certificate |
| Tuition/CE | Enroll | Enroll |
Underwriters
Tuition Discounts Available
Take advantage of special discounts when you enroll to become certified – getting you and your team fluent in crypto quickly and easily! Tuition discounts are available to advisors, employees and members of select organizations. Discounts available to organizations that enroll 10 or more people. Inquire to learn more.