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 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 and is eligible for 5 CE hours upon successful completion of the program. Individual course registration is US$395. Corporate group rates are also available. Enroll online today or get in touch.
The Digital Assets Microcredential.
In-demand industry knowledge.
| Investing in Digital Assets |
Use Cases of Digital Assets | Key Questions and Considerations |
Supported by the wealth and asset management industry.
Coinbase Asset Management helps institutions access and invest in the emerging digital asset ecosystem, across liquid and illiquid strategies. CBAM began operating commingled passive digital funds in February 2021. We invest today, cognizant of the risks of the asset class, and the requirements of our clients. We expect blockchain technology will re-make asset management, and we seek to leverage that potential. Coinbase’s investment platform is supported by the CBAM Academic and Regulatory Advisory Committee, which is led by Jay Clayton, former Chairman of the Securities and Exchange Commission.
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 hours for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.