Investor Track

This module provides a comprehensive foundation for understanding bitcoin and its role as the first digital asset in a new and evolving asset class. From exploring the origins and purpose of bitcoin to examining its unique features and investment potential, you’ll gain the knowledge needed to confidently navigate this transformative innovation.

This module explores blockchain, the foundational technology behind digital assets, guided by Dr. W. Scott Stornetta, a co-inventor of blockchain. From its origins and technical structure to its diverse applications and investment potential, this session equips you with the essential knowledge to understand and leverage blockchain’s transformative capabilities.

This module delves into the dynamic world of digital currencies and digital assets, providing an overview of their role in payments, stablecoins, and central bank digital currencies (CBDCs). You’ll gain insights into the practical use of digital wallets and exchanges, explore major assets beyond bitcoin, and understand their foundational technology, empowering you to navigate this rapidly evolving landscape with confidence.

This module introduces second-layer protocols, tokens, and decentralized finance (DeFi), uncovering how these innovations enhance blockchain functionality and scalability. From understanding the difference between coins and tokens to exploring DeFi’s potential to revolutionize financial systems, this session equips you with the knowledge to navigate this dynamic landscape.

This module introduces the diverse investment opportunities in digital assets, offering a deep dive into direct and indirect investment strategies, including funds, tokens, and SMAs. You’ll gain valuable insights into evaluating digital asset exchanges, custody solutions, and blockchain-focused companies, equipping you to navigate this evolving investment landscape with confidence.

This module provides a comprehensive overview of the taxation of digital assets, equipping financial professionals and investors with essential knowledge to navigate the complexities of crypto taxation. From acquisition and holding to disposal, you’ll learn how to identify taxable events, understand IRS reporting requirements, and effectively help clients manage tax obligations for digital assets.

This module equips investors with the essential strategies they need to manage and protect digital assets. From understanding wallet security to navigating the latest threats and scams, you’ll gain the knowledge you need to confidently engage in this new asset class.