The RIA Channel® IDX Digital Assets Course is a comprehensive, professor-led, five hour, certified course open to all financial professionals. 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.
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
For technical support or questions on CE credits, email or call us at 704.540.2657.