Blockchain for Financial Advisors

Instructor: Dr. Sean Stein Smith

Format

Course - Online

Duration

7h 30m

Examine the implications, success and failure factors in blockchain driven investment options in this self-study course.

Learning outcomes

Describe the basics of blockchain technologies and its current and future impact on the FA industry.
Recall the available blockchain options.
Recognize the various blockchain offerings to clients and customers.
Recall how smart contracts, stablecoins, and other market innovations are driving investment choices in the blockchain space.

£199.00 (CIMA members only)

£249.00

VAT calculated on checkout

Product information

Overview

Position yourself for future success

Blockchain technologies are transforming the financial advisory industry and changing how transactions occur, how they are recorded, and how those records are maintained.

Examine the implications, success and failure factors in blockchain driven investment options, in this self-study course that covers:

cryptoasset investment options;
exchanges and platforms that offer individual investment services;
institutional investment trends; and,
the impact that tokenization is having on the investment advisory field.

Follow along with use cases, in this dynamic course to see how blockchain can be implemented within financial planning services to reduce errors, increase transparency, and drive investment opportunities.

Who should take this course?

CPAs and other professionals with financial services clientele
Anyone who needs to understand the implications of blockchain technology and digital assets in the financial arena
Accountants with clients or within organizations that are holding, trading, or issuing digital assets
Financial advisers
Tax professionals
Professionals whose work involves personal financial planning

Professional development

This Course - Online offers 7.5 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:	Basic blockchain and financial planning or advisory services knowledge
Duration:	7h 30m
Format:	Course - Online
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£199.00 (CIMA members only)

£249.00

VAT calculated on checkout

Instructor

Dr. Sean Stein Smith

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.
The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.