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 $395. Corporate group rates are also available. Enroll online today or get in touch.

 

Digital Assets Microcredential

 

The Digital Assets Microcredential.

In-demand industry knowledge.

Offered entirely online, this microcredential is divided into sections, or modules, which will vary between 1-2 hours in length. Each module will have clearly defined learning objectives, periodic knowledge checks, and, at the end, a quiz that you must pass to move onto the next module.


The Fundamentals of Digital Assets

(Module 1)

  • The History of Blockchain and Digital Assets
  • Foundations of Blockchain
  • Categorizing the Digital Assets Universe
  • Operational Considerations
  • Approaching Digital Assets from an Investor’s Perspective

Investing in Digital Assets
(Module 3)

  • Tokenomics and Valuations
  • Risk and Return of Digital Assets
  • Asset Allocation
  • Client Education, Expectations, and Communication

Use Cases of Digital Assets
(Module 2)

  • Base Layers and Layer 2 Digital Assets
  • Payments
  • Tokens
  • Decentralized Finance (DeFi)
  • Web3

Key Questions and Considerations
(Module 4)

  • Custody
  • Access Vehicles
  • Regulation
  • Taxes
  • Compliance

 

Supported by the wealth and asset management industry.

coinbase asset management logo

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 credits for CFP® Board, Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.

ENROLL OR LOG IN TO UNIFI BY CAIA 

CAIA Members click here for complimentary access