Description
This course aims to equip financial professionals with a comprehensive understanding of digital and crypto assets, enabling them to integrate these assets effectively into the financial planning process while adhering to ethical standards and regulatory compliance. Participants will gain the knowledge and skills necessary to assess the benefits and risks associated with digital assets, develop strategies for risk management and tax optimization, and address complex financial planning scenarios involving cryptoassets. By the end of this course, participants will be well-prepared to navigate the evolving landscape of digital investing and provide informed guidance to clients seeking to leverage digital assets in their financial plans.
Learning Objectives
Cryptocurrency Taxation Strategies: Navigating Complex Tax Laws
Understand Retirement Income: Strategies for Yield and Long-Term Growth using Digital Assets
Address Estate Planning Complexities housed in Digital Assets
Evaluate Strategies to Mitigate Behavioral Biases in the Financial Planning Process related to Digital Assets