Digital Assets
With the recent launch of bitcoin ETFs, financial advisors and their clients have more questions about the evolving digital assets ecosystem than ever. In addition to understanding bitcoin, advisors will be well served to learn about Ethereum, regulations, taxes, decentralized finance protocols and ways to keep crypto assets safe.
Course
The Digital Assets course is a comprehensive, professor-led, five hour, certified course open to all financial professionals.
Certification
Earn up to five CFP / IWI / CFA continuing education credits. Complete all five classes and pass each exam to earn a Certificate in Digital Assets.
Get Started
Enroll now to access the classes immediately. Complete the course at your convenience.
The Bitcoin Impact On Traditional Portfolios
In recent years, portfolios that have added 3% Bitcoin, have outperformed traditional 60/40 portfolios. It’s time to consider allocating to cryptocurrencies in your clients’ portfolios.
Source: RIA Channel, LLC, Yahoo Finance
Available Classes
Join us for our professor-led classes on digital assets investing incorporating investment research and case studies. Financial professionals may earn continuing education credits while engaging with our complimentary course.
Class 1
Distributed Ledgers, Blockchains and Bitcoin
Now Available On Demand
This introductory class defines the inception and promise of the digital assets industry. Join us for this hour-long educational program covering:
- Decentralized, Permissionless and Transparent Distributed Ledgers
- How Blockchains Store Immutable and Transparent Data
- The History and Goals of Bitcoin
1
CFP • IWI • CFA CE Credit
Class 2
Digital Assets Beyond Bitcoin
Now Available On Demand
The class provides an overview of digital assets beyond bitcoin. Join us for this hour-long educational program covering:
- Validating Transactions Using Proof-of-Stake Protocols
- Smart Contracts
- Ethereum, Polygon, Cardano, Avalanche, Binance and Solana
1
CFP • IWI • CFA CE Credit
Class 3
Regulations, Taxes and Risk Management
Now Available On Demand
The session explains regulations, taxes and risk management. Join us for this hour-long educational program covering:
- Defining Digital Assets as Securities
- Tax Policies for Income and Trading Profits of Digital Assets
- Lessons Learned from FTX and Terra/Luna
- Risk Management Tips to Avoid Losses to Frauds and Scams
1
CFP • IWI • CFA CE Credit
Class 4
Accessing Digital Assets
Now Available On Demand
The session provides a variety of options for buying and holding digital assets. Join us for this hour-long educational program covering:
- Custody Options, Including Centralized Exchanges, Hot Wallets, and Cold Storage
- Accessing Digital Assets through Spot Bitcoin ETFs
- Investing in Digital Assets through Publicly Traded Stocks
- ETFs and Futures Markets for Bitcoin and Ether
- Risk and Return Implications of Adding Digital Assets to Stock and Bond Portfolios
1
CFP • IWI • CFA CE Credit
Class 5
DeFi and Stablecoins
Now Available On Demand
This session overviews the new digital applications, companies and industries built using smart contracts. Join us for this hour-long educational program covering:
- An Overview of dApps and Non-Fungible Tokens (NFTs)
- Stablecoins and Central Bank Digital Currencies (CBDCs)
- Decentralized Finance, Including Decentralized Exchanges, Borrowing, and Lending Platforms
1
CFP • IWI • CFA CE Credit
Your Instructor
Keith Black, Ph.D., CAIA, CFA, FDP
Managing Director RIA Channel®
Keith Black, PhD, CFA, CAIA, FDP, CDAA, is an award-winning author and course designer specializing in making complex topics accessible to audiences of varying sophistication. He currently serves as the Managing Director of Education for RIA Channel.
In his previous role as Managing Director of Content Strategy at the CAIA Association, he was a co-author of the second, third, and fourth editions of the level I and II CAIA curriculum on alternative investments.
Keith has also advised foundations, endowments, and pension funds on asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds.
Dr. Black previously served on the Illinois Institute of Technology faculty and teaches courses on investment consulting and investing in cryptocurrencies at the University of Massachusetts, Amherst.
He has published sixteen refereed journal articles and contributed to eight books. He is the author of “Investing in Cryptocurrencies and Digital Assets: A Guide to Understanding Technologies, Business Models, Due Diligence, and Valuation.” Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds.”
Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) and the Certified Digital Asset Advisor (CDAA) designations and was a member of the inaugural class of both CAIA and FDP Charterholders.
Produced By
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. Through our sister company, RIA Database®, we are uniquely positioned to identify advisor movement, new firms, and newly registered professionals, providing the most robust advisor intelligence available. RIA Channel® produces over 250 investment webcasts annually and reaches an audience of over 350,000 financial advisors.
To find out more, visit RIAChannel.com & RIADatabase.com
IDX is a quantitative alternative investment firm driven by financial research and empirical insights. We use rules-based methodologies to create investment strategies designed to manage risk within volatile asset classes, like digital assets. This focus on risk management has led IDX to becoming one of the most trusted digital asset managers for Institutional asset managers and Registered Investment Advisors.
To find out more, visit IDXAdvisors.com