Description
This track is designed for financial advisors directly serving clients. This track teaches you about both crypto technology and crypto practice management, so you can talk confidently with clients about crypto while fulfilling your fiduciary obligations. You’ll also learn how you can use crypto to attract new clients and increase your AUM. Advanced topics include detailed information on crypto regulation, operations, compliance, and risk.
Learning Objectives
Throughout this course advisors will learn:
• The technical foundations of blockchain technology and review key concepts such as bitcoin mining, Proof-of-Work and Proof-of-Stake, decentralization and consensus
• How Decentralized Finance (DeFI) differs from Traditional Finance and understand how Smart Contracts can be applied to business and society
• All about the crypto investment thesis and why it makes sense for clients to consider adding crypto to a diversified portfolio and how to manage client investment management strategies
• To gain exposure to a wide variety of crypto investment vehicles including Futures, SMAs, TAMPs, and private placements that can provide exposure to digital assets
• About the many real-world use cases and see how blockchain technology is being deployed across a variety of industries inducing real estate, supply chain, hospitality, health care, security, and financial services.
• How crypto assets are taxed, along with the tax impact of many ways to earn crypto such as playing games or acquiring crypto assets through mining, staking and minting.