The Certificate in Blockchain and Digital Assets is designed by advisors to help financial professionals incorporate emerging blockchain and cryptocurrency assets into their practices.
What is the Certificate in Blockchain and Digital Assets (CBDA)?
People from both of these groups should consider seeking the guidance of a financial advisor who specializes in cryptocurrencies and/or who holds the CBDA certificate.
Need to incorporate digital assets into their portfolio strategy
Even individual investors with a firm grasp on digital assets might be unaware of how best to include the coins into an existing long-term financial plan. An advisor with the CBDA certificate can help.
Investors wanting to diversify away from traditional investments like stocks and bonds might have already purchased Bitcoin, Ether, or other digital assets.
Many people day-trading crypto assets are unaware of taxation rules. An advisor with the CBDA can help reduce tax risk and ensure proper record-keeping and reporting.
Earning and maintaining the CBDA certificate is straightforward: An advisor must pass both parts of the CBDA curriculum after purchasing the learning program on the DACFP or NYIF website.
What Does it Take to Earn and Maintain the CBDA Certificate?
In the coming months, you’ll find a growing number of financial advisors featured on Wealthtender who have earned their Certificate in Blockchain and Digital Assets (CBDA).
How To Find A Financial Advisor Who Has Earned their Certificate in Blockchain and Digital Assets (CBDA)