Financial Advisor Track Overview
Designed for professionals directly serving clients, this track equips you with the knowledge to leverage crypto for client acquisition and asset growth. Gain confidence in discussing digital assets while adhering to fiduciary duties through a blend of technology fundamentals and practice management strategies.
Program Options
Choose between two certification levels:
- Basic Program (14 CE Credits)
- Advanced Program (18 CE Credits)
Both feature self-paced video modules, culminating in a professional certificate and industry recognition.
Curriculum Breakdown
| Module | Topic | Basic Program | Advanced Program |
|--------|-------------------------------|--------------|--------------|
| 1 | Bitcoin Fundamentals | ✔ | ✔ |
| 2 | Blockchain Technology | ✔ | ✔ |
| 3 | Digital Assets & Currencies | ✔ | ✔ |
| 4 | Layer 2 Protocols & DeFi | ✔ | ✔ |
| 5 | Real-World Applications | ✔ | ✔ |
| 6 | Investment Strategies | ✔ | ✔ |
| 7 | Portfolio Construction | ✔ | ✔ |
| 8 | Regulatory Compliance | - | ✔ |
| 9 | Risk Management | - | ✔ |
| 10 | Taxation Guidelines | ✔ | ✔ |
| 11 | Client Communication | ✔ | ✔ |
| 12 | Practice Integration | ✔ | ✔ |
Key Benefits
- Flexible Learning: Self-paced online format.
- CE Credits: Earn up to 18 credits.
- Fiduciary Alignment: Compliant with professional obligations.
- Industry-Endorsed: Recognized by FPA, CFP Board, and more.
- Digital Credentials: LinkedIn badge and printable certificate.
- Exclusive Access: 1-year free entry to DACFP’s course library.
👉 Unlock Your Certification Today
FAQ Section
1. Who should enroll in this track?
Financial advisors, wealth managers, and client-facing professionals seeking to integrate crypto into their services.
2. How long does the program take?
Completion time varies by pace; most finish within 4–8 weeks.
3. Are scholarships available?
Yes, qualified advisors may apply for 100% tuition scholarships.
4. Can teams enroll together?
Organizations enrolling 10+ members receive group discounts.
5. What’s included in the White Label Program?
Custom-branded courses for staff training or marketing, scalable from 3-minute tutorials to full curricula.
Why Choose This Certification?
Backed by world-class faculty and a product-neutral curriculum, this program ensures you stay competitive in the evolving digital asset landscape. Whether for CE credits or practice growth, certification positions you as a trusted crypto advisor.
### Keywords:
- Blockchain certification
- Digital assets for financial advisors
- Crypto CE credits
- Fiduciary crypto training
- Bitcoin investment strategies
- DeFi for wealth management