Navigating the Crypto Landscape to Set the Stage for Financial Planning

< Back to Home

,

This course aims to equip financial professionals with a comprehensive understanding of digital and crypto assets, enabling them to integrate these assets effectively into the financial planning process while adhering to ethical standards and regulatory compliance. Participants will gain the knowledge and skills necessary to assess the benefits and risks associated with digital assets, develop strategies for risk management and tax optimization, and address complex financial planning scenarios involving cryptoassets. By the end of this course, participants will be well-prepared to navigate the evolving landscape of digital investing and provide informed guidance to clients seeking to leverage digital assets in their financial plans.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Identify the key features and characteristics of digital and crypto assets
• Discuss the concepts and principles of crypto-economics and its impact on the financial industry
• Recognize the various types and uses of digital assets in financial planning
• Summarize the benefits and risks associated with investing in digital and crypto assets
• Explain the role of blockchain technology in the creation and management of digital assets

Presenter

Tyrone V. Ross, Jr.

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

Please Rate This Course

After you’ve finished this learning, let us know what you think by providing a star rating. Here’s how to submit your star rating:

1. Click on “Write a Review”
2. Next to Rating, click on the number of stars you rate the course
3. Click on “Submit a Review”