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Key Highlights

Empower Your Advisory Career with Expertise in Digital Assets.

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

Every day Cryptocurrency is making headlines and catching the attention of our clients. They want to know what cryptocurrency is, how it works, and, most importantly, if they should own any. If you can’t answer these questions, you can bet your competition will. The Digital Assets Advisor Certificate Course will equip you with the knowledge and confidence to provide informed advice, understand regulatory implications, and capitalize on emerging opportunities in the digital asset space. Discover the Digital Assets Advisor Certificate Course—an opportunity to master blockchain and cryptocurrencies, shaping the future of finance.

Get Deeper Understanding of:

  • Best practices in wallet management and decentralized operations.

  • Standardize terminology to categorize various types of digital assets effectively.

  • The Cryptocurrency landscape and its diverse components

  • How to draft IRS Form 1099-DA for reporting digital asset transactions accurately.

  • Insurance strategies tailored for businesses operating with digital assets.

Recommended For:

  • CPAs, CFAs, and Financial Advisors who want to expand their expertise into digital assets, blockchain, cryptocurrencies, and decentralized finance (DeFi), enabling them better to serve clients interested in these emerging investment opportunities.

  • Professionals eager to stay ahead in the rapidly evolving field of digital assets, offering both foundational knowledge and advanced expertise tailored to the complexities of technology and the finance industry.

  • The course is recommended for seasoned professionals immersed in the digital assets market. It aims to deepen their expertise and refine their understanding of digital assets and advanced strategies.

Why take the Digital Assets Advisor Certificate Course with myCPE?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.
Career Opportunities
  • Crypto Fund Investment Managers
  • Crypto Fundraisers
  • DeFi Analysts
  • Blockchain Product Managers
Value Addition to your skills
  • Market Analysis
  • Client Advisory
  • Attention to detail
  • Critical thinking skills
  • Problem-solving skills
  • Ethical Decision-Making
  • Interpersonal skills

Modules

Module Name

Duration

The Digital Asset Taxonomy: Standardizing the Language of Digital Assets

1 Hour

  • Discuss how to classify different digital assets along the taxonomy.
  • Identify the classifications used to aid planning, reporting, and education.
  • Explain how to use the taxonomy to ground conversations in a common understanding.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Stacey Ferris
Stacey Ferris

Assistant Professor of Practice , Virginia Tech - Pamplin College of Business

Trip Around the Cryptoverse

3 Hours

  • Acquire proficiency in setting up and securing Coinbase accounts and comprehend the significance of non-custodial wallets like MetaMask.
  • Know how to use your expertise in utilizing decentralized exchanges like Uniswap for crypto swaps and navigating DeFi platforms like AAVE.
  • Gain proficiency in acquiring and managing NFTs via platforms like OpenSea while grasping NFT market dynamics.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Taylor Zork
Taylor Zork

Co-Founder , CryptoCFOs

IRS Perspectives on Digital Assets

1 Hour

  • Discuss the IRS's definition of digital assets, including cryptocurrencies, NFTs, and blockchain; know the tax implications.
  • Identify taxable events: trades, payments, mining, and DeFi transactions; grasp tax consequences.
  • Comprehend IRS guidance: Notice 2014-21, Rev. Rul. 2019-24, Rev. Rul. 2023-14; key insights.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Phil Gaudiano
Phil Gaudiano

Co-Founder & CFO , Chainwise Crypto Tax Academy

Insurance for Digital Asset Businesses

1 Hour

  • Gain a foundational understanding of the basic principles of commercial insurance and its historical evolution, emphasizing its significance in the context of digital assets.
  • Explore various insurance products available for digital asset businesses, understanding their purposes and the specific risks they mitigate.
  • Identify the determinants of insurance pricing and availability for digital assets, including factors like the type of coverage, insurance limits, and the regulatory environment.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Dan Ross
Dan Ross

Digital Assets Underwriting & Innovation Manager , Superscript

Squaring the Circle: Are Smart Contracts and DAOs Tax Entities?

1 Hour

  • Review when software arrangements, such as smart contracts or DAOs, may be classified as tax entities or "looked through" under existing tax laws.
  • Analyze the potential tax implications of different entity classifications, including partnerships, domestic and foreign corporations, and their effects on U.S. and non-U.S. taxpayers.
  • Recognize and discuss arguments that oppose the classification of software arrangements as tax entities or subject to "look-through" treatment
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Jason Schwartz
Jason Schwartz

Tax Partner , Fried, Frank, Harris, Shriver & Jacobson LLP

Onchain Giving

1 Hour

  • Review the setup and management of DAFs in charities for effective client advice.
  • Handle complex asset donations via DAFs, emphasizing tax advantages.
  • Recognize DAF growth trends amid rising crypto investors for client advising.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Robbie Heeger
Robbie Heeger

President & COO , Endaoment

Wallet Hygiene & Decentralized Ops Best Practices

1 Hour

  • Know what wallet hygiene is.
  • Discuss best practices for internal controls of wallets.
  • Identify steps you can take to improve wallet hygiene.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Nik Fahrer
Nik Fahrer

Senior Manager , FORVIS

Jeff Rundlet
Jeff Rundlet

Head of Accounting Strategy , Cryptio

IRS Form 1099-DA Draft

1 Hour

  • Discover the rationale behind IRS Form 1099-DA and its role in simplifying digital asset tax compliance.
  • Examine the diverse digital asset transactions necessitating reporting, detailing cost basis and transaction specifics.
  • Determine digital asset broker classifications and their implications across the ecosystem.
Instructor
CryptoCFOs
CryptoCFOs

CryptoCFOs

Nik Fahrer
Nik Fahrer

Senior Manager , FORVIS

Taylor Zork
Taylor Zork

Co-Founder , CryptoCFOs

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

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Frequently Asked Questions

The Certificate Course offers a comprehensive overview of digital assets, covering key topics essential for professionals and enthusiasts alike. Participants will explore Wallet Hygiene & Decentralized Ops Best Practices, ensuring secure asset management in decentralized environments. The course introduces the Digital Asset Taxonomy, standardizing terminology for regulatory clarity. A deep dive into the Cryptoverse examines emerging trends and innovations. Practical aspects include IRS Form 1099-DA Draft and Insurance for Digital Asset Businesses, addressing regulatory compliance and risk management. Perspectives on Digital Assets from the IRS provide crucial insights, while debates on Smart Contracts, DAOs, and Onchain Giving highlight evolving legal and ethical considerations. With this course, participants gain a solid foundation to navigate the complexities of digital assets confidently.

This certificate course will be immensely beneficial by equipping you with practical skills and knowledge crucial for success in the digital assets industry. You will learn how to securely manage digital assets in decentralized environments, essential for protecting your investments and operational integrity. Understanding the regulatory landscape and standardizing terminology through the Digital Asset Taxonomy will enable you to navigate compliance challenges confidently, ensuring your activities align with legal requirements. This comprehensive knowledge base will enhance your professional competence and position you as a strategic thinker capable of making informed decisions in this rapidly evolving sector. Ultimately, completing this course will give you a solid foundation to excel in digital assets' complex and dynamic realm.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

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