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Description
This course equips advisors with the essential strategies they need to manage and protect digital assets. From understanding wallet security to navigating the latest threats and scams, you'll gain the knowledge you need to confidently engage in this new asset class.
Learning Objectives
Advisors will Learn:
1. Understand the security risks associated with investing in digital assets and how to mitigate them.
2. Learn best practices for securing clients' crypto assets, including wallet management, private key protection, and two-factor/multi-sig authentication.
3. Understand the role of crypto custody and the different types of solutions available.
4. Learn how to evaluate crypto custody providers and identify the best option for your clients.
5. Review the regulatory status of crypto custody, including the latest from the SEC.