Blockchain for Financial Advisors



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)


VAT calculated on checkout

Product information


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)


VAT calculated on checkout


  • Dr. Sean Stein Smith