Advanced Certificate in Blockchain and Digital Assets: Financial Professional Track

DACFP’s courses, including its CBDA Designation, are approved to award Continuing Education credits by the Certified Financial Planning Board of Standards, the Investments and Wealth Institute and the CFA Institute. FINRA also lists the CBDA designation in its database of professional designations. DACFP is endorsed by the CFP Board of Standards, Investment Adviser Association, Money Management Institute, Investments and Wealth Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network, and is the official crypto education partner for Schwab, Fidelity and others.

The Certificate in Blockchain and Digital Assets is listed as a professional designation by FINRA. This means you are entitled to use the CBDA designation – Certified in Blockchain and Digital Assets – just like other professional designations, such as CPA, CFA and CFP®. As with all designations, consult your compliance department regarding usage.

Crypto represents the first new asset class in 170 years. (The last time an asset class was introduced was the discovery of oil in the 1850s.) This innovative technology, widely regarded as “Internet 3.0”, is projected to impact commerce on a global scale – allowing businesses to operate faster, cheaper and safer than ever. The resulting financial planning and investment implications demand attention.

This is why you need to become fluent in crypto – and the fastest, easiest and most effective way to do so is to obtain your CBDA designation. By obtaining your CBDA, you’ll become knowledgeable about crypto, and displaying your Certification will let you promote your achievement with your clients and prospective clients – helping you build your career.

So, whether you're in the financial services industry, a member of the crypto community, or among the crypto-curious, you’ll gain many benefits by learning about this new and innovative technology.

None. The CBDA program begins with introductory modules in addition to offering deeper sessions. The MMI discount applies to our Advanced Track, which offers expanded modules ensuring you get the full learning experience as well as maximum CE credits. Whether you are a compliance officer holding a law degree or merely “crypto curious,” you’ll benefit from this extensive and enlightening course. 

No.

Each track is tailored to the needs of four different audiences: 

• Financial Advisor Track – this is the track you want if you’re serving clients. 
• Financial Professionals Track – if you’re in the financial services industry but not client-facing, this track is for you.
• Crypto Professionals Track – if you’ve recently joined a crypto company, or want to, this track will get you trained quickly so you can become productive faster!

Financial advisors directly serve clients. Financial professionals work in the financial services industry but are not client-facing. Examples include those working in compliance, HR, sales and marketing, and Investment Committee professionals, as well as C-suite and Board members.

The CBDA course is online, self-study and self-paced. You can complete the entire program in a weekend or take a more leisurely pace over an entire year. Most people complete the program in less than two weeks. You must complete the course within one year of enrolling.

You have one year to complete the CBDA course. If you don’t finish, you’d need to re-enroll and start again. Most students complete the course within two weeks.

You can use the discount for the Advanced Track in the Financial Advisor, Financial Professional or Crypto Professional tracks. 

Individual enrollments are paid via credit card. Group purchases are invoiced.

You should use Chrome or Microsoft Edge (formerly Explorer).

We recommend accessing the course via your desktop or laptop computer. You can also access the course via mobile or tablet platforms.

No. You must have internet access to access the course. 

No. However, for best comprehension, we recommend you view the modules in the sequence presented.

Yes. You’ll take a quiz upon completion of each module, and you must score 70% or higher to proceed to the next module. If you don’t pass, you simply re-take the quiz. You must pass all the quizzes to become Certified and earn your CE credits.

Your Certification is valid for one year following successful completion of the course. You will then be invited to complete an online Update Course, which will provide you with additional CE credit and entitle you to continue promoting your CBDA designation for another full year. You’ll also have continued access to all of DACFP’s additional content for 12 months.

Yes. Upon attainment of your designation, you will receive an email from Credly that shows you how you can easily post your badge on your LinkedIn profile and other social media accounts.

If you hold the CFP designation: List your CFP Board ID in your user profile (on DACFP Learning Center). DACFP will submit your CE credits to the CFP Board for you within two weeks of your completing the course. If you don’t receive word about your CE credits from the CFP Board after two weeks, contact education@dacfp.com.

If you hold the CFA, CIMA®, CPWA®, CIMC® or RMA® designations: Please report CE credit yourself. 

Yes. You can obtain a 100% refund within 30 days of purchase, subject to a 3.5% processing fee. No refund is provided if any course content has been viewed. Send refund requests to education@dacfp.com.
 

Email questions to education@dacfp.com.