In this article, we’ll explain what the PlannerDAO is, its unique governance structure, the professional designation it now oversees, and its growing online community of financial professionals and industry stakeholders who are enthusiastic about the potential for digital assets and blockchain technologies.
Interested in Digital Assets? Get to Know the PlannerDAO
The PlannerDAO is a decentralized community of financial planners promoting economic freedom, universal fiduciary standards, and permissionless access to financial services.
Decisions are governed by proposals, and voting is conducted to ensure everyone in the organization has a voice. There is no CEO who can authorize spending based on their whims and no chance of a dodgy CFO manipulating the books.
PlannerDAO contracts with education providers in the community to create and disseminate educational materials to promote topics important to financial planners and their clients.
The CDAA is a professional designation for financial professionals focused on helping individuals manage digital assets such as cryptocurrency and tokens.
Oversight of the Certified Digital Asset Advisor (CDAA) Designation
PlannerDAO actively pursues partnerships that benefit the planner community. Areas of focus include DeFi, non-custodial wallets, and insurance solutions to assist with the safekeeping of the group’s clients’ funds.
PLAN is the DAO’s native governance token issued to licensed financial planners and used to coordinate economic and social activity within the community. It is on the Etherscan network under the name: Planner Token and ticker: PLAN.