Certificate in Blockchain and Digital Assets®
The RIA Digital Assets Council can help you learn everything you need to know about blockchain and digital assets. You can earn CE Credits and attain your Certificate in Blockchain and Digital Assets®, demonstrating your knowledge about these new asset classes.
Set Yourself Apart
Demonstrate Your Knowledge and Skills
Enhance Your Practice
Limited Time Opportunity!
Become a Member of the
Inaugural Class!
Attain Your Certificate in
Blockchain and Digital Assets®
RIADAC’s Certificate in Blockchain and Digital Assets®, designed for financial advisors by leading financial advisors, is the only course of its kind tailored to financial advisors like you and your team members, delivering key investment-related education about blockchain and digital assets.
Through the program, you’ll learn everything you need to know to demonstrate to your clients your knowledge about investing in blockchain and digital assets. Each learning component is tailored specifically to your needs; by attaining your Certificate in Blockchain and Digital Assets, you’re showing your clients that you are committed to staying on top of the latest developments and topics in the investment management and financial planning fields.
Become a Digital Assets Expert For Your Clients
By completing the program, you’ll obtain practical literacy on blockchain and digital assets and discover options available for your firm’s investment management strategy. You’ll develop expertise in the regulatory and tax aspects of blockchain and digital assets, enabling you to give your clients advice that’s in their best interests. Although the program is designed for financial advisors, others are eligible to complete the program as well.
EXPERT TRAINERS
Program Faculty
The certificate program is taught by a faculty of accomplished academic and industry experts, each focusing on your needs as a financial advisor.
Become a Digital Assets Expert For Your Clients
By completing the program, you’ll obtain practical literacy on blockchain and digital assets and discover options available for your firm’s investment management strategy. You’ll develop expertise in the regulatory and tax aspects of blockchain and digital assets, enabling you to give your clients advice that’s in their best interests. Although the program is designed for financial advisors, others are eligible to complete the program as well.
EXPERT TRAINERS
Program Faculty
The certificate program is taught by a faculty of accomplished academic and industry experts, each focusing on your needs as a financial advisor.
REPUTATION
Build Your Reputation With Certificate Rewards
You’ll take an online test upon completion of each section, enabling you to immediately demonstrate your newly gained knowledge of blockchain and digital assets. Passing the last test awards you with the Certificate in Blockchain and Digital Assets, and you will be quickly rewarded with digital, print, and blockchain certificates showing your achievement. You’ll also get the right to display the RIADAC Certificate logo on your website, business cards, letterhead and all other uses.
WE’LL PROMOTE YOUR SUCCESS
RIADAC will also issue a press release and engage in a social media campaign honoring your achievement, and provide you with a PR template so you can share the news of your success with your local media.
BE OUR GUEST
As a graduate of our certificate program, you will also be eligible to attend exclusive events, open only to Certificants, that are presented by RIADAC throughout the year.
COURSE OUTLINES
What To Expect. What You’ll Achieve.
Part One:
Understanding Digital Assets & Blockchain
Module 1: Bitcoin – The First of the New Digital Assets
An introduction to the new asset class.
Module 2: Blockchain, aka Distributed Ledger Technology
The underlying technology that makes Bitcoin work.
Module 3: Digital Assets and Digital Currencies
Explaining the difference between Bitcoin and the others.
Module 4: Second Layer Protocols, Tokens, Stablecoins, & DeFi
An exploration of the blockchain ecosystem.
Module 5: Real-World Use Cases
Beyond Tulip Bulbs and Beanie Babies: How this new tech is revolutionizing commerce on a global scale.
Part Two:
Incorporating Digital Assets into Your Investment Management Strategy
Module 6: Investment Thesis for Digital Assets
Correlation, diversification, risk management, pricing and return potential.
Module 7: Investment Opportunities
What to buy, how to buy, where to custody.
Module 8: Portfolio Construction
How much to buy, how to add to a portfolio, rebalancing and dollar-cost averaging.
Module 9: Regulation and Taxes
Regulatory classifications advisors need to know; the Howey Test; and tax considerations, record-keeping and reporting.
Module 10: Practice Management
Compliance considerations, integration into advisor platforms, financial planning, client communication.