Blockchain technology has enabled a growing ecosystem of digital asset applications, new investment opportunities, and risks. It’s increasingly important for wealth management professionals to understand benefits, considerations, and investment implications from this growing technology.
Showcase your continued learning and professional growth.
Microcredentials are a flexible, highly visible way to gain and showcase your expertise across a broader set of investment opportunities and investing more responsibly – helping you stand out in a competitive marketplace. With the UniFi by CAIA™ Digital Assets Microcredential, you’ll be exposed to critical topics regarding digital assets such as risk management, tax implications, and asset allocation.
The Digital Frontier: Adopting Digital Asset Strategies
The Digital Assets Microcredential is a 4–5-hour program that provides wealth management industry professionals with foundational education on digital assets, a quickly evolving technology that has led to a proliferation of new investment opportunities. The program is geared towards client- or advisor-facing professionals. Individual course registration is US$395. Corporate group rates are also available. Enroll online today or get in touch.
In-demand industry knowledge.
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Investing in Digital Assets
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Use Cases of Digital Assets
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Key Questions and Considerations
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Supported by the wealth and asset management industry.
Recognizing your accomplishments.
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 5 continuing education credits for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.