Created for Financial Advisors and CPAs- answering the questions your clients want you to know

 


Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.

Each week you will receive approximately 2 hours of on-demand video content to go over at your leisure.
Live Sessions
Each week we also have a 2-hour live session in which we answer questions from the videos, news from the week, and client conversations.

 

Community


You can join the community to chat and learn from other CDAA members, current and past.
Professional Instructors
Created and taught by CFPs, and the originators of the Certified Digital Asset Advisor designation.


CDAA Program Objectives


All trainees who successfully complete this course will be able to:
•    Explain cryptocurrency and decentralized finance.
•    Understanding the
•    Combine both legal and smart agreements in one cohesive process
•    Understand
•    Identify the challenges
•    Breakdown existing
•    Comprehend anticipated

 

Certificate of Completion
 

Eligible to sit for PlannerDAO Certification and BCA Microcredential Exams 
•    Certified Digital Asset Advisor – PlannerDAO
•    BCA Crypto Trader Microcredential
•    BCA Exam Fee is included in the tuition.

 

Prerequisites


No prior blockchain or computer programming experience required. Recommended: Prior experience as a Lawyer, Paralegel, Legal Assistant, or in Regulation. Graduates and existing Law students are well suited for this course.
 

Target Audience
 

For Advisors
Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
For CPAs
Clients are looking for CPAs who understand digital assets and know-how to manage it. These are the clients you want, and they’re asking you to learn.

 

Curriculum

•    Why was Bitcoin created?
•    How does it use cryptography to solve financial problems?
•    What are Proof of Work and mining?
•    What is monetary policy in relation to Bitcoin?
•    How does a public blockchain work?
•    Why does bitcoin have value?
•    Why would anyone invest in bitcoin?
 

•    Why was Ethereum created?
•    How do Ethereum and ETH differ from Bitcoin?
•    What is a Smart Contract?
•    How is the ETH monetary policy handled?
•    How is Ethereum preparing to scale?
 

•    What is self-custody?
•    What is a wallet?
•    How can I buy crypto?
•    What is the difference between an exchange and a wallet?
•    How do I keep my crypto safe?
•    What is the process to send crypto to someone?
•    How can I view my crypto transactions?
 

•    How are Smart Contracts creating DeFi?
•    What is a lending protocol?
•    How can I swap one crypto asset for another without an exchange?
•    What is staking?
•    Protocols
•    What is meant by “liquidity provider?”
•    Can we use Smart Contracts to create new insurance products?
 

•    What does Web 3.0 mean?
•    What are NFTs and why are they valuable?
•    How can DAO’s replace LLCs?
•    Can I earn income by holding crypto?
•    How do Real World Assets and crypto converge?
 

•    Why is crypto so difficult to regulate?
•    What are the current regulations and agencies that affect crypto?
•    Where are regulations possible?
•    Why do we even need regulation for crypto and DeFi?
•    What are some of the current trends in crypto?