Essentials of Cryptocurrency and Blockchain For Financial Services Professionals
Recent studies show that 1 in 5 Americans hold or have traded cryptocurrency. If advisors, bankers, and trust professionals are not aware of the key terminology and concepts, along with the implications of Crypto transactions and decentralized finance, they risk losing credibility with their current and prospective clients.
This course is suitable for any financial professional seeking to gain an understanding of Cryptocurrency and Blockchain, the impact on the financial services industry, and how to engage in client conversations.
Learning Objectives
- Explain key terminology and concepts in Cryptocurrency and Blockchain
- Define and describe the relationship between Cryptocurrency & Blockchain
- Describe the Cryptocurrency marketplace
- Compare and contrast the capabilities of different Blockchain ecosystems
- Explain the current and future areas of regulation including taxation
- Identify current institutional investing options
- Compare and contract Decentralized Finance with the capabilities of traditional financial institutions
- Define common types of coins and tokens including NFTs (Non-Fungible Tokens)
- Explain how blockchain technology is being used in real-world applications
- Explain how trusts will work on Blockchain including asset transfer and custody
- Discuss the impact on financial institutions, leaders, Financial Advisors, Trust professionals, Bankers, and Regulatory roles
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