Crypto for Planners
Helping financial advisors develop cryptocurrency solutions and strategies for their clients
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Digital Asset Solutions for Financial Planners
All fiduciaries should study digital assets and emerging FinTech solutions. Collaborating with our peers, reviewing the data, and sharing best practices is how we will move our profession forward.
PlannerDAO is a decentralized community of financial advisors building educational and planning tools for a more fair and independent financial system.
Every day Bitcoin and Cryptocurrency are making headlines and catching the attention of our clients. Receive a Certification in Digital Assets, so you can help your clients now, and in the future.
We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner.
Keeping up to date with the latest developments in crypto is a nearly impossible task. Learn how to stay current and one step ahead of this rapidly evolving industry.
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Stay up to date on the latest cryptocurrency trends affecting financial advisors and their clients!
© Steve Larsen, CPA, CFP®, 2021