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Blockchain for Financial Advisors
Personal Financial Planning
CPE Self-study

Blockchain for Financial Advisors

Examine the implications, success and failure factors in blockchain driven investment options in this self-study course.

$199.20 - $319
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Information Technology

Level

Intermediate

CPE Credits

7.5

Author(s)

Sean Stein Smith

Availability

1 year

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.
Key Topics
  • Overview of the basic concepts behind blockchain technology.
  • Use cases that illustrate the effect of blockchain on investable assets.
  • Analysis of how blockchain and cryptoassets are evolving the world of financial advisers.
  • The future of financial advisers and financial advisory firms.
Product Details

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
  • 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.

Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$319.00
AICPA Members
Online
$249.00
PFP Section Members
Online
$199.20
PFS Credential Holders
Online
$199.20

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
7.5
NASBA Field of Study
Information Technology
Level
Intermediate
Prerequisites
Basic blockchain and financial planning or advisory services knowledge
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Sean Stein Smith
Sean Stein Smith is an assistant professor at Lehman College (CUNY), a member of the AICPA Leadership Academy class of 2017, and was named a 40 under 40 by CPA Practice Advisor in 2017. His work and analysis of accounting, blockchain, and the evolution of the accounting profession has been featured in dozens of practitioner and academic publications, and numerous presentations. The CPE sessions he has led, both online and in-person, have attracted thousands of attendees in 2018 alone. Sean has presented on, written about, and been interviewed in live T.V. formats the various implications and applications of cryptocurrencies and blockchain technology on various aspects of the accounting and financial services marketplace. Sean has also presented at regional and national level accounting conferences discussing blockchain and the accounting profession. Additionally, he is the author of numerous books focusing on accounting, technology, and how the profession will change moving forward. He has created and led nearly a dozen CPE sessions tying back to blockchain for the NJCPA, NJ chapter of the ACFE, CPA Academy, a national accounting conference (Scaling New Heights), and is slated to present at the coming Accounting and Technology show, being held in Manhattan July 2018. New York
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Blockchain for Financial Advisors
Select from the following options:
Online
$319.00
Nonmember Price
$319.00
Price excluding sales tax
$319.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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