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  • Available Classes
        • Distributed Ledgers, Blockchains and Bitcoin (1 CE Credit)
        • Digital Assets Beyond Bitcoin (1 CE Credit)
        • Regulations, Taxes and Risk Management (1 CE Credit)
        • Accessing Digital Assets (1 CE Credit)
        • DeFi and Stablecoins (1 CE Credit)
        • Managing Digital Asset Volatility ( 1 CE Credit)
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  • Available Classes
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  • Distributed Ledgers, Blockchains and Bitcoin (1 CE Credit)
  • Digital Assets Beyond Bitcoin (1 CE Credit)
  • Regulations and Taxes (1 CE Credit)
  • Accessing Digital Assets (1 CE Credit)
  • DeFi and Stablecoins (1 CE Credit)

Digital Assets

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The RIA Channel® IDX Digital Assets Course is a comprehensive, professor-led, six hour, certified course open to all financial professionals. Earn up to six CFP / IWI / CFA continuing education credits. Complete all six 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

Enroll Now
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

Enroll Now
Class 3
Regulations, Taxes and Risk Management
Now Available On Demand

The class 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

Enroll Now
Class 4
Accessing Digital Assets
Now Available On Demand

The class 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

Enroll Now
Class 5
DeFi and Stablecoins
Now Available On Demand

This class 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

Enroll Now
Class 6
Managing Digital Asset Volatility
Now Available On Demand

This class takes a deeper dive into the structural underpinnings of Bitcoin volatility, how investors can approach it and seek to mitigate it. Join us for this hour-long educational program covering:

  • Volatility of Digital Assets
  • Volatility as an Asset Class
  • Using Momentum

1

CFP • IWI • CFA CE Credit

Enroll Now

For technical support or questions on CE credits, email or call us at 704.540.2657.

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