The CBDA designation, currently the only such program listed in the FINRA database, aims to bridge the widening gap between client expectations and advisor expertise. The updated curriculum addresses complex areas including portfolio construction, taxation, and regulatory compliance. Founder Ric Edelman warns that advisors failing to adapt risk eroding their credibility and losing assets under management.
In section Releases
Advisors Face Growing Pressure to Master Digital Assets
With 82% of investors now demanding crypto-literacy from their wealth managers, the Digital Assets Council of Financial Professionals has overhauled its Certified in Blockchain and Digital Assets program. The update arrives as 62% of clients signal a willingness to switch advisors to secure better guidance on digital holdings.
Market data underscores the urgency, with 85% of investors seeking guidance on crypto estate planning and 72% requesting tax-specific strategies. Beyond client retention, professional oversight is intensifying; SEC and FINRA examiners are increasingly scrutinizing how firms justify their digital asset recommendations. The self-paced course, which offers 18 Continuing Education credits, features industry pioneers such as blockchain co-inventor Scott Stornetta and USDC architect Anders Brownworth, providing a technical foundation for professionals operating in an evolving regulatory landscape.
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