Digital Assets Microcredential

CAIA.nxt™

Beyond Cryptocurrency: Understanding Digital Assets

Digital assets have evolved far beyond cryptocurrency headlines. Today, the ecosystem includes a growing range of technologies, investment vehicles, and portfolio applications that investment professionals are increasingly expected to understand.

The CAIA.nxt™ Digital Assets Microcredential provides a practical foundation in this rapidly evolving space. Through flexible, self-paced learning, you’ll explore blockchain technology, digital asset markets, risk management considerations, tax implications, and portfolio applications.

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A Practical Foundation in Digital Assets

Offered entirely online, the Digital Assets Microcredential is a five-hour program that connects the underlying technology of digital assets to the practical considerations of investing, risk management, and portfolio construction.

Each module is designed to build your understanding step by step.

Module 1
The Fundamentals of Digital Assets

  • The History of Blockchain and Digital Assets
  • Foundations of Blockchain
  • Categorizing the Digital Assets Universe
  • Operational Considerations
  • Approaching Digital Assets from an Investor’s Perspective

Module 2
Use Cases of Digital Assets

  • Base Layers and Layer 2 Digital Assets
  • Payments
  • Tokens
  • Decentralized Finance (DeFi)
  • Web3

Module 3
Investing in Digital Assets

  • Tokenomics and Valuations
  • Risk and Return of Digital Assets
  • Asset Allocation
  • Client Education, Expectations, and Communication

Module 4
Key Questions and Considerations

  • Custody
  • Access Vehicles
  • Regulation
  • Taxes
  • Compliance

Individual Course Enrollment Fee
US$395*

*Group rates available for teams and organizations. Contact the CAIA.nxt™ team for details at nxt@caia.org.

Supported by the Wealth and Asset Management Industry

Coinbase Asset Management helps institutions access and invest in the emerging digital asset ecosystem, across liquid and illiquid strategies. CBAM began operating commingled passive digital funds in February 2021. We invest today, cognizant of the risks of the asset class, and the requirements of our clients. We expect blockchain technology will re-make asset management, and we seek to leverage that potential. Coinbase’s investment platform is supported by the CBAM Academic and Regulatory Advisory Committee, which is led by Jay Clayton, former Chairman of the Securities and Exchange Commission.

Recognizing Your Accomplishments

After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 5 continuing education hours for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.

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