Get Your Certificate in Digital Assetsfryoneusa2021-03-22T11:25:38-04:00
Earn Your Certificate in
Blockchain and Digital Assets®
Designed for financial advisors by leading financial advisors, this is the only course of its kind tailored to financial advisors like you and your team, delivering key investment-related education about blockchain and digital assets.
You will obtain the proficiency you need on blockchain and digital assets to manage your clients’ investment management strategy.
Build Your Reputation and Earn CE Credits
Completing all 10 online modules rewards you with the RIADAC Certificate in Blockchain and Digital Assets®, granting you CE credits plus digital, print and blockchain certificates displaying your achievement!
Ric Edelman, Founder, RIA Digital Assets Council was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founded the nation’s largest RIA, serving 1.3 million clients with $260 billion in AUM. Mr. Edelman is in both Research magazine’s and Barron’s Financial Advisor Halls of Fame, and recipient of IARFC’s Lifetime Achievement Award. Investment Advisor, RIABiz and InvestmentNews all named him one of the most influential people in the investment management profession. Mr. Edelman is the #1 New York Times best-selling author of 10 books on personal finance with more than one million copies in print in seven languages. He presents two modules – an introduction to digital assets and a detailed examination of portfolio construction and investment management.
Dr. W. Scott Stornetta, widely considered the co-inventor of blockchain technology. His module focuses on blockchain/distributed ledger technology, the underlying technology for bitcoin and all digital assets. Dr. Stornetta and his research were prominently cited in three of the eight citations in Satoshi Nakamoto’s Bitcoin Whitepaper. He is currently Chief Scientist and Partner at Yugen Partners.
Anders Brownworth, the Principal Architect in applied research in the field of central bank digital currency projects and former blockchain lecturer at the Massachusetts Institute of Technology. Mr. Brownworth holds several telecom patents and helped create Republic Wireless, a WIFI/cellular hybrid smartphone service. His module covers digital assets and digital currency.
Lex Sokolin is one of the premier minds in decentralized finance and the next generation of financial services. His module will explore the broad blockchain ecosystem with a focus on second layer protocols, tokens and DeFi. Mr. Sokolin is Co-Head of Global Fintech at ConsenSys, and is a futurist and entrepreneur working on the next generation of financial services for blockchain technology which is building the infrastructure, applications and practices that enable a decentralized world. His work emphasizes emerging digital assets, public and private enterprise blockchain solutions, and decentralized finance and autonomous organizations.
Shawnna Hoffman, formerly IBM’s Leader of Global Blockchain Strategy. Her module reveals how blockchain technology is revolutionizing commerce on a global scale, with an emphasis on real-world use cases. Shawnna is a sought-after Subject Matter Expert for AI and Blockchain, has spoken at the United Nations Summit on Blockchain for Impact, and chaired the CFTC’s Distributed Ledger Technology and Market Infrastructure Subcommittee.
Incorporating Digital Assets into Your Investment Management Strategy
Module 6: Investment Thesis for Digital Assets
Correlation, diversification, risk management, pricing and return potential.
Jack Tatar, Contributing Editor of the Forbes Cryptoasset & Blockchain Advisor newsletter and co-author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond, and Managing Partner, Doyle Capital Mgmt.
Jack Tatar will lead the module on asset class correlation and diversification, risk management, investment pricing and return potential for digital assets. Mr. Tatar is an expert in this field and co-author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond. As Managing Partner at Doyle Capital Mgmt., he is an early-stage investor in companies within the transformative technology sectors of digital assets, blockchain, distributed computing, AI and more.
Ray Sclafani is President and Founder of ClientWise LLC, the premier coaching and training company exclusively serving the financial services industry. Mr. Sclafani’s module explores the digital asset investments available to financial advisors and their clients, and explains how to buy, where to custody and much more. Mr. Sclafani founded ClientWise after 20 years at AllianceBernstein. ClientWise’s unique coaching programs and credentialed coaches help advisors and their firms reach the next level of professional excellence and financial success with greater focus and ease.
Del Wright, Jr., author of A Short & Happy Guide to Bitcoin, Blockchain, and Crypto. His module is devoted to regulatory and tax issues related to digital assets. Mr. Wright is Professor of Finance, Business and Tax at the University of Missouri – Kansas City Law School, where his research focuses on the intersection of cryptocurrency, financial regulation and tax.
Brian Hamburger, CEO and Founder of MarketCounsel and the Hamburger Law Firm, is a prominent advocate for advisors. Mr. Hamburger is Founder, President and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to RIAs. Mr. Hamburger co-presents the module on compliance and risk issues for RIAs regarding digital assets.
Dan Bernstein is Chief Regulatory Counsel at MarketCounsel and responsible for thought leadership, content development, and management of the firm’s regulatory professionals. He has extensive experience in providing legal services to RIAs, institutions in the securities industry and fintech companies. Mr. Bernstein co-presents the module on compliance and risk issues for RIAs regarding digital assets.
Lacey Shrum, Founder of Smart Kx and attorney at Vela Wood, will teach advisors about the operational considerations of advising on digital assets. In her module, she’ll review such issues as firm policies, client communication, documentation and billing. Ms. Shrum is a compliance consultant who speaks frequently to professional organizations, private businesses and the financial services community on blockchain technology and digital assets. Her company, Smart Kx, helps RIAs automate the client contract and fee calculation process, ensure fee accuracy and maintain compliance for advisors recommending traditional and digital assets.