Certified Digital Asset Advisor
Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
Meet the course experts
Adam Blumberg
What you'll learn in this course
Welcome to the Certified Digital Asset Advisor Course
FREE PREVIEWGoals of the Course
Course Modules
Course Communication
Why Bitcoin was created
How Bitcoin Works
Hashing Demo
Proof of Work and Mining
Blockchain Demo
Decentralized Ledger Technology
Blockchain Characteristics-Trustless
Blockchain Characteristics-Immutable
Blockchain Characteristics-Decentralized
Blockchain Characteristics-Private
Blockchain Characteristics-Transparent
Bitcoin Upgrades & Forks
Bitcoin - Taproot
Bitcoin- Lightning Network
Bitcoin- Investment Theses
Three Reasons People Invest in Bitcoin
Valuation of Bitcoin
Valuation Vs. Gold
Quiz
Bitcoin Whitepaper
Homework - Week 1
Live Lesson - Week 1
Why Ethereum
About Ethereum
Smart Contracts
Composability
What is Gas
Ethereum Upgrades/Changes EIP/ERC
EIP 1559
What is a Token
ERC20/721
Types of Tokens
Ethereum 2.0
Proof of Stake
Sharding and Rollups
Layer 2 and Sidechains
Live Lesson Week 2 - 11:00 EST, Friday January 21
Private/Public Keys
Private/ Public Key Demo
Wallets - Part 1
Wallets - Part 2
Multi-Signature Wallets(Multi-Sig)
Metamask
Metamask Set up
On/Off Ramps -Part 1
On/Off Ramps- Part 2
Exchanges - Part 1
Exchanges- Part 2
Custody
Platforms
Volatility
Derivatives Futures/Swaps
Transactions
Week 3 Summary
Quiz
Hardware Wallets
Hardware Wallet Setup Demo - Ledger Nano X
Live Session, Week 3. Friday, Jan. 28. 11:00 AM EST
Module DeFi
What is DeFi
Smart Contracts
Decentralization
Composability
Protocols
Intro to Stablecoins
Algorithmic Stablecoins
DeFi Lending
Decentralized Exchanges
Liquidity Providers
Oracles
Decentralized Insurance
Derivatives
Centralized Exchange
Week 4 Homework
Week 4 Live Session - Feb. 4, 2022 11:00 AM EST
Week 4 Live Session - Recording
Introduction to Use Cases
Tokens
Security Tokens
Web 3.0
Web 3 Wallets
Protocol Wallet Interaction
Income and Yield
Liquidity Mining
Non Fungible Tokens (NFT)
NFT Past and Present
NFT Future
Decentralized Autonomous Organizations (DAO's)
DAO Use Cases
DAO Protocols
Airdrops
Other Layer 1's
Cohort 7 Live Week 5
Introduction - Crypto in Your Practice
Client Segmentation
Am I Too Late
Reasons to Allocate to Bitcoin
Allocation - The Numbers
Objections - Hacks
Objections - Regulations
Objections - Criminal Activity
Objections - No Backing
Objections - Environmental Impact
News and Research
Services Offerings- Introduction
Business Models
Allocation to Bitcoin
Project - Buying Crypto with a Client
Project and Planning
Funds
Separately Managed Accounts
Ancillary Investments
Calculating Fees
Retirement Accounts
Dollar Cost Averaging
Earning Interest
Client Conversations
Compliance
Custody Options
Providers
Metrics
Quiz
Am I Too Late PR
Live Session - Week 6
Crypto Account Form - Wallets
Crypto Account Form - Accounts
Crypto Estate Plan
Crypto Intake Form
Crypto Plan for Client
Crypto Project
Receive Continuing Education Credits
They have said they will invest in this asset class if their advisor understands it. These are the clients you want, and they’re asking you to learn.