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Certified Digital Asset Advisor (CDAA) Designation
Understand the differences between custodial and non-custodial solutions, types of wallets, and best practices for securing private keys. Compare DeFi with traditional finance, learn about DeFi lending and borrowing protocols, and identify key risks associated with DeFi. Explore various cryptocurrency use cases, including NFTs, DAOs, and security tokens.
Gain insights into offering cryptocurrency services within a financial advisory practice, navigating client conversations about crypto, addressing common objections, and evaluating investment platforms and tools. Join us to enhance your expertise and integrate crypto into your practice effectively.
MODULE ONE: Bitcoin & Blockchain
Uncover the "Why" behind Bitcoin's creation and its revolutionary impact
Grasp the full spectrum of Bitcoin's innovative solution and network essentials
Find out what keeps the Bitcoin network thriving: the incentive puzzle revealed
Delve into Bitcoin’s defining traits: immutability, decentralization, trustlessness, transparency, and privacy
Why should your clients put money in Bitcoin? (Top three reasons for adding Bitcoin to a portfolio)
MODULE TWO: Ethereum, DeFi, Smart Contracts
Ethereum 101: Get to grips with the basics of the world's programmable blockchain
Discover how Ethereum is reshaping the world of digital transactions and contracts
Why smart contracts on Ethereum are more automated, secure, efficient, and cost-effective
Investment Spotlight: Understanding Ethereum’s investment potential
Beyond Ethereum: An introduction to other layer 1 networks that any crypto-curious investor should know
MODULE THREE: Wallets, Custody, & Exchanges
Custody Decisions: Making informed choices in digital asset security
Private and Public Keys: The ABCs of crypto ownership and security
Hard Wallets vs. Soft Wallets: How to choose and set up your digital fortress
Volatility: Conquering the waves of crypto markets
Custody for Advisors: Tailoring digital asset security for client success
MODULE FOUR: Decentralized Finance
What is DeFi?: Unlocking the future of finance without borders
Intro to Stablecoins: Meet the rock of DeFi: stable, steady digital cash
DeFi Lending and Borrowing: Earn interest or get a loan, all on your terms
Decentralized Exchanges: Where crypto trading meets autonomy and privacy
Centralized Exchange Challenge: Understand why DeFi might just have the upper hand
MODULE FIVE: NFTs, Tokens, DAOs, Web 3.0
NFTs Unleashed: Explore the unique world and myriad applications of non-fungible tokens
Non-Fungible Tokens (NFTs): Get to grips with the digital collectibles taking the world by storm
Tokenization of Funds: Discover the new frontier for private and public investment funds
Yield Generation: Navigate the new wave of earning opportunities from staking to liquidity pools
DAOs Decoded: Learn how Decentralized Autonomous Organizations operate and their use cases
MODULE SIX: Crypto in Your Practice
Unlocking Revenue Streams: Diverse income opportunities for advisors in the crypto space
Investment Options Explored: Discover how to expand your portfolio offerings from crypto funds to Separately Managed Accounts (SMAs)
Navigating Compliance: Stay compliant with the latest solutions and custodial choices
Client-Focused Projects: Learn about lucrative projects you can offer to clients for a fee
Business Models in Crypto: Reshape your advisory practice with models suited for the digital age