What is a Certified Digital Asset Advisor (CDAA)?

The Certified Digital Asset Advisor (CDAA) designation is for financial professionals focused on helping individuals manage digital assets including cryptocurrencies and tokens like NFTs.

A financial professional who has earned the CDAA designation understands blockchain technology and cryptocurrencies like Bitcoin that are built on the blockchain. They know several valuation methods and theories around Bitcoin and digital assets.

What is a Certified Digital Asset Advisor (CDAA)?

Should You Hire a Certified Digital Asset Advisor (CDAA)?

You should consider hiring an advisor who has the CDAA designation if you already own or are interested in owning significant digital assets like cryptocurrency.

According to certifieddigital.org, the CDAA curriculum is developed and presented by Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), university finance faculty, and financial planners with years of digital asset experience. 

What Does it Take to Earn and Maintain the CDAA Designation?

The course spans six weeks. It includes the following:

- 2 hours per week of on-demand video content. Candidates consume detailed and technical content on their schedule.

- 2 hours live discussion where instructors answer questions based on the technical content first. The course then dives into real-life situations and active client planning scenarios.

- Candidates must complete homework each week. They are given a small task to better understand how Bitcoin and digital assets work.

In the coming months, you’ll find a growing number of financial advisors featured on Wealthtender who have earned their Certified Digital Asset Advisor (CDAA) designation.

How To Find A Financial Advisor Who Has Earned their Certified Digital Asset Advisor (CDAA) Designation