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.

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13 CFP CE credits
13 CFA PL credits
The Investments & Wealth Institute® has accepted this Certificate program for 13 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 1 of the 13 CE credits goes towards Tax & Regulation.

Presented in Partnership with the
New York Institute of Finance

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Become a Digital Assets Expert for Your Clients

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 11 online modules rewards you with the RIADAC Certificate in Blockchain and Digital Assets®, granting you 13 CE credits plus digital, print and blockchain certificates displaying your achievement!

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PART 1: Understanding Digital Assets & Blockchain

Module 1: Bitcoin – The First of the New Digital Assets?

An introduction to the new asset class.

Ric Edelman, Founder, RIA Digital Assets Council, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA.

MEET RIC
LEARNING OBJECTIVES

Module 2: Blockchain, aka Distributed Ledger Technology

The underlying technology that makes Bitcoin work.

W. Scott Stornetta, Chief Scientist & Partner at Yugen Partners and widely considered the co-inventor of blockchain technology.

MEET SCOTT
LEARNING OBJECTIVES

Module 3: Digital Assets and Digital Currencies

Explaining the difference between Bitcoin and the others.

Anders Brownworth, former blockchain lecturer at the Massachusetts Institute of Technology and Principal Architect in applied research in the field of central bank digital currency projects.

MEET ANDERS
LEARNING OBJECTIVES

Module 4: Second Layer Protocols, Tokens, & DeFi

An exploration of the blockchain ecosystem.

Lex Sokolin, Global Fintech Co-Head, ConsenSys, the well-known futurist for blockchain technology and decentralization.

MEET LEX
LEARNING OBJECTIVES

Module 5: Real-World Use Cases

Beyond Tulip Bulbs and Beanie Babies: How this new tech is revolutionizing commerce on a global scale.

Shawnna Hoffman, former Leader of IBM’s Global Blockchain Strategy and former chair of CFTC’s Distributed Ledger Technology and Market Infrastructure Subcommittee.

MEET SHAWNNA
LEARNING OBJECTIVES

PART 2:

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.

MEET JACK
LEARNING OBJECTIVES

Module 7: Investment Opportunities

What to buy, how to buy, where to custody.

Ray Sclafani, President & Founder, ClientWise LLC, the premier coaching and training company exclusively serving the financial services industry.

MEET RAY
LEARNING OBJECTIVES

Module 8: Portfolio Construction

How much to buy, how to add to a portfolio, rebalancing and dollar-cost averaging.

Ric Edelman, Founder, RIA Digital Assets Council, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA.

MEET RIC
LEARNING OBJECTIVES

Module 9: Regulation and Taxes

Regulatory classifications advisors need to know; the Howey Test; and tax considerations, record-keeping and reporting.

Del Wright, Jr., author of A Short & Happy Guide to Bitcoin, Blockchain, and Crypto and Professor of Finance, Business & Tax, UMKC School of Law.

MEET DEL
LEARNING OBJECTIVES

Module 10: Operations, Compliance and Risk

Compliance considerations, integration into advisor platforms, financial planning, client communication.

LEARNING OBJECTIVES

Brian Hamburger, Founder, Hamburger Law Firm and CEO, MarketCounsel, the outspoken advocate serving preeminent RIAs.

MEET BRIAN

Daniel Bernstein, Chief Regulatory Counsel, MarketCounsel Consulting, who has significant fintech experience.

MEET DANIEL

Lacey Shrum, Attorney, Vela Wood and Founder of Smart Kx, which helps advisors comply when managing digital assets.

MEET LACEY

Module 11: Exclusive Bonus Content

Explaining blockchain and digital assets to new and current clients.

Ric Edelman, Founder, RIA Digital Assets Council, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA.

MEET RIC
LEARNING OBJECTIVES

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Faculty Bios

Dan Bernstein
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Anders Brownworth
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Ric Edelman
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Brian Hamburger
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Shawnna Hoffman
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Ray Sclafani
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Lacey Shrum
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Lex Sokolin
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W. Scott Stornetta
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Jack Tatar
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Del Wright, Jr.
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Lead Underwriters

Underwriters

Tuition

$549: Enroll now and secure your place as a Member of the Originating Class of 2021!

Are You Entitled to a Tuition Discount?
If you’re a member of or advisor with any of the following organizations, you qualify for a discount when enrolling in the certification course. Don’t see your firm listed? Contact us at info@riadac.com for group discount rates of 10 or more members of your organization!

  • Mass Mutual
  • FPA
  • NAPFA
  • Canon Capital
  • Morgan Stanley
  • Signature Bank
  • Invesco
  • Global X
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STILL HAVE QUESTIONS? VISIT OUR FAQS
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