Certified Digital Asset Advisor (CDAA)
Certified Digital Asset Advisor (CDAA)
Created for Financial Advisors and CPAs- answering the questions your clients want you to know
Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
On-Demand Lessons
Each week you will receive approximately 2 hours of on-demand video content to go over at your leisure.
Live Sessions
Each week we also have a 2-hour live session in which we answer questions from the videos, news from the week, and client conversations.
Community
You can join the community to chat and learn from other CDAA members, current and past.
Professional Instructors
Created and taught by CFPs, and the originators of the Certified Digital Asset Advisor designation.
Homework
We give you assignments, since the best way to learn Crypto is to try it.
Courses in this Certificate Program
- 85 Total Hours
- OnDemand: 65 Hours
- LIVE Instructor: 20 Hours
- Tuition: $1,995
| Courses in this Program | Hours | Delivery Method |
|---|---|---|
| Certified Digital Asset Advisor | 60 Hours | BLENDED - LIVE & OnDemand |
| Key Management | 5 Hours | OnDemand - Instructor Supported |
| Crypto Trading Course | 10 Hours | OnDemand - Instructor Supported |
| Crypto Trading Simulator & Competition | 5 Hours | LIVE Real Time Trading |
| LIVE Instructor AMA - Weekly | 5 Hours | LIVE Instructor Led Online |
Upcoming LIVE Instruction Dates
CDAA Program Objectives
Upon successful completion of this intensive program, participants will be able to:
Explain cryptocurrency and decentralized finance.
Understanding the
Combine both legal and smart agreements in one cohesive process
Understand
Identify the challenges
Breakdown existing
Comprehend anticipated
Certificate of Completion
Eligible to sit for PlannerDAO Certification and BCA Microcredential Exams
- Certified Digital Asset Advisor – PlannerDAO
- BCA Crypto Trader Microcredential
- BCA Exam Fee is included in the tuition.
Prerequisites
No prior blockchain or computer programming experience required. Recommended: Prior experience as a Lawyer,Paralegel, Legal Assistant, or in Regulatation. Graduates and existing Law students are well suited for this course.
Target Audience
For Advisors
Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.
For CPAs
Clients are looking for CPAs who understand digital assets and know-how to manage it. These are the clients you want, and they’re asking you to learn.
Sample Course Content
Week 1: Bitcoin & Blockchain
We’ll discuss the basics of the original cryptocurrency. Learning this will be 50% of the necessary knowledge when it comes to digital assets. After week 1 you’ll be able to answer these questions:
- Why was Bitcoin created?
- How does it use cryptography to solve financial problems?
- What are Proof of Work and mining?
- What is monetary policy in relation to Bitcoin?
- How does a public blockchain work?
- Why does bitcoin have value?
- Why would anyone invest in bitcoin?
Week 2: Ethereum
We’ll talk about the second most valuable and used cryptocurrency and network. This gets us talking about the evolution of blockchain technology. After week 2 you’ll be able to answer these questions:
- Why was Ethereum created?
- How do Ethereum and ETH differ from Bitcoin?
- What is a Smart Contract?
- How is the ETH monetary policy handled?
- How is Ethereum preparing to scale?
Week 3: Custody, Wallets & Exchanges
We’ll cover the new type of custody created by bitcoin and other cryptocurrencies – wallets – that demand different regulation. After week 3 you’ll be able to answer these questions:
- What is self-custody?
- What is a wallet?
- How can I buy crypto?
- What is the difference between an exchange and a wallet?
- How do I keep my crypto safe?
- What is the process to send crypto to someone?
- How can I view my crypto transactions?
Week 4: Decentralized Finance
We’ll discuss DeFi – the new financial ecosystem providing opportunities for more participation in the global economy, with more risks. After week 4 you’ll be able to answer these questions:
- How are Smart Contracts creating DeFi?
- What is a lending protocol?
- How can I swap one crypto asset for another without an exchange?
- What is staking?
- Protocols
- What is meant by “liquidity provider?”
- Can we use Smart Contracts to create new insurance products?
Week 5: Use Cases
We’ll list some of the hyped use cases and popular terms: Web 3, NFTs, DAOs, Security Tokens, and the obvious subject of regulation in the near future. After week 5 you’ll be able to answer these questions:
- What does Web 3.0 mean?
- What are NFTs and why are they valuable?
- How can DAO’s replace LLCs?
- Can I earn income by holding crypto?
- How do Real World Assets and crypto converge?
Week 6: Crypto in Your World
We’ll discuss some regulations (or attempts at regulation) of Crypto, DeFi, and Digital Assets, accompanying risks and opportunities. After week 6 you’ll be able to answer these questions:
- Why is crypto so difficult to regulate?
- What are the current regulations and agencies that affect crypto?
- Where are regulations possible?
- Why do we even need regulation for crypto and DeFi?
- What are some of the current trends in crypto?
Program Info
- Dates: Rolling Enrollment
- Location: OnDemand & Instructor Led Online
- Tuition: $1,995
- Tuition Assistance
- 85 Total Hours
More Details
Upcoming Live Instruction DatesAdditional Information
- Guest Lectures & Networking
- Weekly LIVE Recap
- Crypto Trading Competition
- LIVE Instructor AMA – Weekly
Certification
- Certified Digital Asset Advisor
- Governed by PlannerDAO