Certified Digital Asset Advisor (CDAA)

Certified Digital Asset Advisor (CDAA)

Created for Financial Advisors and CPAs- answering the questions your clients want you to know

Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.

On-Demand Lessons

Each week you will receive approximately 2 hours of on-demand video content to go over at your leisure.

Live Sessions

Each week we also have a 2-hour live session in which we answer questions from the videos, news from the week, and client conversations.


You can join the community to chat and learn from other CDAA members, current and past.

Professional Instructors

Created and taught by CFPs, and the originators of the Certified Digital Asset Advisor designation.


We give you assignments, since the best way to learn Crypto is to try it.

Courses in this Certificate Program

  • 85 Total Hours
  • OnDemand: 65 Hours
  • LIVE Instructor: 20 Hours
  • Tuition: $1,995
Courses in this ProgramHours Delivery Method
Certified Digital Asset Advisor60 Hours BLENDED - LIVE & OnDemand
Key Management5 Hours OnDemand - Instructor Supported
Crypto Trading Course10 Hours OnDemand - Instructor Supported
Crypto Trading Simulator & Competition5 Hours LIVE Real Time Trading
LIVE Instructor AMA - Weekly5 Hours LIVE Instructor Led Online

Upcoming LIVE Instruction Dates

There are no upcoming events.

CDAA Program Objectives

Upon successful completion of this intensive program, participants will be able to:

Explain cryptocurrency and decentralized finance.

Understanding the

Combine both legal and smart agreements in one cohesive process


Identify the challenges

Breakdown existing

Comprehend anticipated

Certificate of Completion

Eligible to sit for PlannerDAO Certification and BCA Microcredential Exams 

  • Certified Digital Asset Advisor – PlannerDAO
  • BCA Crypto Trader Microcredential
  • BCA Exam Fee is included in the tuition.


No prior blockchain or computer programming experience required. Recommended: Prior experience as a Lawyer,Paralegel, Legal Assistant, or in Regulatation. Graduates and existing Law students are well suited for this course.

Target Audience

For Advisors

Receive a Certification in Digital Assets, so you can help your clients now, and in the future. Created by Advisors, for Advisors.

For CPAs

Clients are looking for CPAs who understand digital assets and know-how to manage it. These are the clients you want, and they’re asking you to learn.

Sample Course Content

Week 1: Bitcoin & Blockchain

We’ll discuss the basics of the original cryptocurrency. Learning this will be 50% of the necessary knowledge when it comes to digital assets. After week 1 you’ll be able to answer these questions:

  • Why was Bitcoin created?
  • How does it use cryptography to solve financial problems?
  • What are Proof of Work and mining?
  • What is monetary policy in relation to Bitcoin?
  • How does a public blockchain work?
  • Why does bitcoin have value?
  • Why would anyone invest in bitcoin?

Week 2: Ethereum

We’ll talk about the second most valuable and used cryptocurrency and network. This gets us talking about the evolution of blockchain technology. After week 2 you’ll be able to answer these questions:

  • Why was Ethereum created?
  • How do Ethereum and ETH differ from Bitcoin?
  • What is a Smart Contract?
  • How is the ETH monetary policy handled?
  • How is Ethereum preparing to scale?

Week 3: Custody, Wallets & Exchanges

We’ll cover the new type of custody created by bitcoin and other cryptocurrencies – wallets – that demand different regulation. After week 3 you’ll be able to answer these questions:

  • What is self-custody?
  • What is a wallet?
  • How can I buy crypto?
  • What is the difference between an exchange and a wallet?
  • How do I keep my crypto safe?
  • What is the process to send crypto to someone?
  • How can I view my crypto transactions?

Week 4: Decentralized Finance

We’ll discuss DeFi – the new financial ecosystem providing opportunities for more participation in the global economy, with more risks.  After week 4 you’ll be able to answer these questions:

  • How are Smart Contracts creating DeFi?
  • What is a lending protocol?
  • How can I swap one crypto asset for another without an exchange?
  • What is staking?
  • Protocols
  • What is meant by “liquidity provider?”
  • Can we use Smart Contracts to create new insurance products?

Week 5: Use Cases

We’ll list some of the hyped use cases and popular terms: Web 3, NFTs, DAOs, Security Tokens, and the obvious subject of regulation in the near future. After week 5 you’ll be able to answer these questions:

  • What does Web 3.0 mean?
  • What are NFTs and why are they valuable?
  • How can DAO’s replace LLCs?
  • Can I earn income by holding crypto?
  • How do Real World Assets and crypto converge?

Week 6: Crypto in Your World

We’ll discuss some regulations (or attempts at regulation) of Crypto, DeFi, and Digital Assets, accompanying risks and opportunities. After week 6 you’ll be able to answer these questions:

  • Why is crypto so difficult to regulate?
  • What are the current regulations and agencies that affect crypto?
  • Where are regulations possible?
  • Why do we even need regulation for crypto and DeFi?
  • What are some of the current trends in crypto?

Program Info

  • Dates: Rolling Enrollment
  • Location: OnDemand & Instructor Led Online
  • Tuition: $1,995
  • Tuition Assistance
  • 85 Total Hours
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Additional Information


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