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Home / Certification / Financial Advisor

Get your Certified Digital Asset
Advisor Designation

Stay at the forefront of digital asset management by learning from leaders in
cryptocurrency education for financial advice professionals.

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Cryptocurrency is set to change Canadians' investments and private wealth.

That’s because this new asset class introduces:

  • Innovations in how investors can own and trade real-world assets (through digitalization and factional ownership, which opens up new opportunities)
  • New financial products offer investors new ways to grow wealth, including decentralized finance (DeFi) services, non-fungible tokens (NFTs), and yield farming.
  • Opportunities to diversify investments in assets (cryptocurrencies) that don’t always move in tandem with traditional financial markets
  • Wealth preservation strategies to hedge against inflation and currency devaluation (akin to digital gold)
  • High risk, high reward potential, which can appeal to risk-tolerant investors looking for rapid growth 
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advisor

Your clients expect you to advise them on cryptocurrency

As digital assets generate buzz, your clients will turn to you. They want to know what cryptocurrency is, how it works, and, most importantly, if they should own any.

  • 1 in 5

    1 in 5 of your clients will be ready to buy in 2024. Are you ready to advise?

  • 75%

    The next generation of investors is adopting digital assets fast — and they need advisors who can keep up.

  • #1

    Cryptocurrency is already the #1 topic for Canadians when they ask for financial advice.

  • 7 out of 10

    Most Canadians who invest in crypto are trusting their financial advisors. 

How to Become a
Certified Digital Asset Advisor (CDAA)

Established in 2020, the CDAA program has become the leading provider of digital asset education for financial advisors in North America.

  1. Complete the 100% online coursework on cryptocurrency and digital assets
  2. Pass all quizzes and the final exam
  3. Get your CDAA designation to build trust with your clients and attract new business
View the Course

Learn from the Leaders in Cryptocurrency Education for Financial Advisors

Get the expertise you need to guide your clients to informed decisions that align with their investment goals. 

Adam-Blumberg

Adam Blumberg

SENIOR INSTRUCTOR

Certified Financial Planner 
Former Register Investment Advisor

Adam is a Certified Financial Planner and a former Registered Investment Advisor. He has been training advisors and investors on digital assets and decentralized finance since 2019. Adam teaches on the Interaxis YouTube channel, viewed by thousands worldwide. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.

Steve-Larsen

Steve Larsen

SENIOR INSTRUCTOR

Certified Financial Planner
Former Register Investment Advisor

Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners, where he manages financial planning and digital asset strategies for the firm. As an Adjunct Professor of Finance at Gonzaga University, he teaches classes in cryptocurrency and financial planning while developing continuing education courses for CPAs and CFPs, including this certification course. Steve is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients.

Ron-Dixon

Ron Dixon

INSTRUCTOR

Certified Financial Planner Former Register Investment Advisor

Ron is the co-founder of Interaxis, and also comes from an entrepreneurial background in the financial services and construction industries. Ron found himself at Mass Mutual in 2010 and met Adam in 2013 at advanced estate planning courses in Pennsylvania.
In 2014, he talked Adam into starting Chart Wealth Management. Ron enjoys coaching his son in all his sports and traveling with his family. He was previously a traveling bowler and is not someone you want to challenge to a game of poker.


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Approved by the Financial Industry Regulatory Authority 

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Earn 12 Certified Financial Planner™ (CFP®) credits 

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Be ready with your best advice as the wave of cryptocurrency adoption grows

Testimonials

"The Great Wealth Transfer is well underway and arguably the largest transfer of wealth in our history. Current estimates suggest that $70 trillion of assets are being transferred to the next generations of investors. It's already clear that many of these heirs don't or won't want the same investment advice offered to previous generations, and they are moving toward digital currencies and new investment products.”

— Coindesk

What Customers are Saying

Testimonials

CDAA made be the go-to crypto person for clients

I have been a financial advisor for a long time and over the years have had more and more clients ask about crypto and Digital assets. I spent a significant amount of time looking for a course or certification to provide me the knowledge I need to have productive conversation with clients and the CDAA was the only one I felt comfortable trying out. I have gone from very little knowledge of the crypto world to the "go-to" person for clients, family, and friends.

Jeremy Russell
Columbia Advisory Partners

Nobody is teaching applicable digital asset education for advisors better than Adam

Nobody is teaching applicable digital asset education for advisors better than Adam. His experience as an advisor and knowledge around digital assets gives him a unique perspective, and an advantage compared to other educators. This course is a MUST for any advisor wanting to learn how to build crypto offerings into their practice and even if you never plan to advise on it, the information and perspectives you'll gain far outweigh the cost. Being educated around digital assets isn't a "good to know" thing anymore, it's part of our fiduciary responsibility.


Treyton DeVore
AllStreet Wealth

I give this course my highest recommendation as an advisor

I cannot believe how taking this class has opened my eyes, and I am so incredibly thankful I am now on the cutting edge of the coming digital asset wave. Adam Blumberg has done an amazing job explaining what digital assets are, from the original Bitcoin Whitepaper to decentralized finance tokens.
We actually started out on a whiteboard learning what blockchain technology is, moved through digital currency, and studied what investment vehicles we will be using as advisors in the future. All easily understood and clearly explained by Adam. I give this course my highest recommendation as an advisor, and will proudly use my CDAA certification in my business.

Matthew Foust
Columbia Advisory Partners

Ready to Take the Next Step?

The Certified Digital Asset Advisor course covers everything from the foundations of how Bitcoin and blockchain actually work to next-gen cryptocurrencies and strategies for advising clients. 

Get Started Today!