Frequently Asked Questions About Becoming Certified in Blockchain and Digital Assets
Frequently Asked Questions
Questions About Earning Your Certificate in Blockchain and Digital AssetsSM
Questions about the CBDA Program
>Yes, your designation expires one year after you complete the course. To renew your designation for another year, follow these steps:
- Go to dacfplearning.com
- On the top right-hand corner, click the “Login” button
- Enter your email address or your Usename
- Enter your password
- Click the Login button
- On the top right-hand corner, click the blue bars
- Click “Course Catalog”
- Click ‘2025 Courses ‘ folder
- Click ‘Financial Professional Track
- Add the 2025 CBDA Renewal course to your cart
- Proceed to checkout, then you’re ready to begin!
Once you complete one of the tracks in the CBDA program, you are entitled to use the CBDA designation.
The Certificate in Blockchain and Digital Assets is listed as a professional designation by FINRA. This means you are entitled to use the CBDA designation – Certified in Blockchain and Digital Assets – just like other professional designations, such as CPA, CFA and CFP®. As with all designations, consult your compliance department regarding usage.
Yes. We can create a customized course for your organization to fit your needs – anything from 3-minute segments to a comprehensive 18-hour program – under your brand and logo. You can use your White Label Program to train your staff or in a marketing campaign to attract new business! Contact education@dacfp.com to learn more.
Financial advisors directly serve clients. Financial professionals work in the financial services industry but are not client-facing.
Crypto represents the first new asset class in 170 years. (The last time an asset class was introduced was the discovery of oil in the 1850s.)
This innovative technology, widely regarded as “Internet 3.0”, is projected to impact commerce on a global scale – allowing businesses to operate faster, cheaper and safer than ever. The resulting financial planning and investment implications demand attention.
This is why you need to become fluent in crypto, and the fastest, easiest and most effective way to do so is to obtain your CBDA designation. By doing so, you’ll become knowledgeable about crypto, and displaying your Certification will let you promote your achievement with your clients and prospective clients – helping you build your career.
So, whether you’re in the financial services industry, a member of the crypto community, or among the crypto-curious, you’ll gain many benefits by learning about this new and innovative technology.
DACFP’s courses, including its CBDA Designation, are approved to award Continuing Education credits by the Certified Financial Planning Board of Standards, the Investments and Wealth Institute and the CFA Institute. FINRA also lists the CBDA designation in its database of professional designations.
DACFP is endorsed by the CFP Board of Standards, Investment Adviser Association, Money Management Institute, Investments and Wealth Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network, and is the official crypto education partner for Schwab, Fidelity and others.
The DACFP Learning Center is an online resource that helps you learn about blockchain and digital assets. It’s the home of the CBDA program – Certified in Blockchain and Digital Assets – which is listed in the FINRA database of professional designations. The DACFP Learning Center also hosts other courses and content provided by DACFP.
Questions About Who Should Take the Course
Yes. An Ex-US Track is available in nine languages: Arabic, Chinese (Simplified), English, French, Hindi, Japanese, Korean, Portuguese and Spanish. Crypto is a global technology and used worldwide. So far, individuals from 37 countries have attained their CBDA designation.
It doesn’t matter if your firm allows you to recommend crypto to clients. Many of your clients own crypto, and many others are curious about it. The CBDA course gives you the knowledge you need about crypto tax, estate planning and risk management issues so you can be of greater service to your clients.
By completing the course, you’ll also learn how to become aware of your clients outside investments in crypto so you can adjust your financial planning and investment recommendations accordingly. None of this has anything to do with recommending crypto; rather it’s about enabling you to be of greater value and service to your clients. It’s hard to imagine that any corporate executive would object to your desire to increase your knowledge about personal finance and investment management.
Each organization establishes its own policies. That said, the CBDA designation is listed on the FINRA database on professional designations, and the course is endorsed by the CFP Board of Standards, Investment Adviser Association, Money Management Institute, Investments and Wealth Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network and many others. DACFP is also the official crypto education partner for Charles Schwab, Fidelity and many other financial services firms.
We are happy to talk with your Legal & Compliance team about the course. No firm would prevent you from taking the course; the only question is whether you’re allowed to publicly display the CBDA designation.
None. The CBDA program begins with introductory modules before delving into more advanced sessions. Whether you are a compliance officer holding a law degree or merely “crypto curious,” you’ll benefit from this extensive and enlightening course.
Questions About Enrollment and Registration
You can access the modules 24/7 by visiting the DACFP Learning Center.
Select your course at the DACFP Learning Center and follow the easy online payment process.
Your organization can receive a tuition discount, saving everyone money. Contact education@dacfp.com to learn more.
Group discounts are available. However, students enroll individually and become certified upon completion of the course.
No. To get started simply choose Financial Professional or Investor track
Questions About Course Access and Technology
If you forgot your username or password, you can reset them visiting the DACFP Learning Center and:
- In the top right corner, select “Login”
- Click “Forgot Password?”
Check your internet connections, and your browser and browser extensions. You may need to restart your device or perform a Windows update.
No. You must have internet access to access the course.
We recommend accessing the course via your desktop or laptop computer. You can also access the course via mobile or tablet platforms.
You should use Chrome or Internet Explorer.
Questions About Course Structure and Progress
Yes. Your enrollment expires after one year.
Yes. You’ll take a quiz upon completion of each module, and you must score 70% or higher in order to proceed to the next module. If you don’t pass, you simply re-take the quiz. You must pass all the quizzes in order to be certified and earn your CE credits.
You can complete the entire program in a weekend if you binge, or you can take an entire year. Most people complete the program in less than two weeks.
No. However, for best comprehension, we recommend you take the modules in the sequence presented.
You have one year to become certified. If you don’t finish, you would have to re-enroll and start again. The average student completed the course in less than two weeks, so it’s likely that you’ll complete the course with flying colors!
No. The modules are only available to those enrolled in the program. However, we do offer separate courses on a variety of crypto topics that are not covered in the course you are certified in. All of these separate courses are available at no cost to those certified. If you are not enrolled, these individual classes are $299 each.
Yes. The course debuted in 2021 and was last revised in March 2023. The next update will occur when needed. In the meantime, we publish additional online courses with new content, all of which is free for those who are certified.
The course starts when you enroll. The program is online, self-study and self-paced. You can complete the entire program in a weekend if you binge, or you can take an entire year to complete the program. Most people complete the program in less than two weeks.
Questions About Course Tracks
Yes, please reach out to info@dacfp.com and we will provide information to pay the difference and upgrade you to the Financial Professional track.
Each track is tailored to needs of two different audiences:
Financial Investor Track – this is the track you want if you’re looking to learn more about digital assets
Financial Professionals Track – if you’re in the financial services industry this track is for you. This track not only equips you with practical knowledge to guide clients on digital assets, but also grants the FINRA-listed Certified in Blockchain and Digital Assets (CBDA) designation upon completion.
And, each of the above tracks offers a Basic Course that provides foundational knowledge, and an Advanced Course if you want to learn even more. Click any of the above links to see complete course details.
Questions About Designation, Certification & Credentials
Yes. Upon completion of the course, you will receive an email from Credly within 48 hours that shows how to easily post your badge on your LinkedIn profile and other social media accounts.
Yes. Shortly after earning your CBDA designation, you will be able to download a PDF of your Certificate that you can print and frame. Instructions on how to download can be found HERE.
You can use the CBDA Designation for one year following successful completion of the course. After one year, you’ll be invited to complete an Update Course; when you complete it, you’ll get additional CE credit, continued access to all of DACFP’s content plus the right to continue using the CBDA Designation. There is a modest renewal fee for completing the Update Course.
Questions About Continuing Education (CE) Credits
For those holding the CFP designation: To receive your CE credits, be sure to list your CFP Board ID in your User Profile. We’ll submit your CE credits to the CFP Board for you, within two weeks of your completing the course. If you don’t receive word about your CE credits from the CFP Board after two weeks, contact us education@dacfp.com.
For those holding the CIMA®, CPWA®, CIMC® or RMA® designations: Upon completion of the Certificate course, you may report CE credit yourself.
Yes, for the CFP®, CIMA®, CPWA®, CIMC®, and RMA® designations. Depending on the track you select, and whether you choose the Advanced or Basic programs, you’ll earn 12 to 18 CE credits for becoming certified.
Don’t need CE credits? No problem! You’ll benefits from the education you obtain regardless of whether you need CE credits.
Questions About Support and Contact
You’re welcome to engage with DACFP via LinkedIn and Twitter. You can also send questions to education@dacfp.com or jack@dacfp.com..
Send your questions to education@dacfp.com or jack@dacfp.com.