FAQs Archive - Page 8 of 8 - The Truth About Your Future

Q: Is there an application process?

No. To get started, simply choose your track and select the ADVANCED or BASIC course.

Q: My firm does not allow us to do anything with crypto. Why should I take this course?

It doesn’t matter if your firm allows you to recommend crypto to clients. Many of your clients own crypto, and many others are curious about it. The CBDA course gives you the knowledge you need about crypto tax, estate planning and risk management issues so you can be of greater service to your clients. By completing the course, you’ll also learn how to become aware of your clients outside investments in crypto so you can adjust your financial planning and investment recommendations accordingly. None of this has anything to do with recommending crypto; rather it’s about enabling you to be of greater value and service to your clients. It’s hard to imagine that any corporate executive would object to your desire to increase your knowledge about personal finance and investment management.

Q: Why should I take this course?

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 doing so, 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.

Q: What is the DACFP Learning Center?

The DACFP Learning Center is an online resource that helps you learn about blockchain and digital assets. It’s the home of the CBDA program – Certified in Blockchain and Digital Assets – which is listed in the FINRA database of professional designations. The DACFP Learning Center also hosts other courses and content provided by DACFP.