CDAA – How a Certified Digital Asset Advisor Can Help You

The Certified Digital Asset Advisor (CDAA) designation is for financial professionals focused on helping individuals manage digital assets including cryptocurrencies and tokens like NFTs.

What is a Certified Digital Asset Advisor (CDAA)?

A financial professional who has earned the CDAA designation understands blockchain technology and cryptocurrencies like Bitcoin that are built on the blockchain. They know several valuation methods and theories around Bitcoin and digital assets.

Should You Hire a Certified Digital Asset Advisor (CDAA)?

You should consider hiring an advisor who has the CDAA designation if you already own or are interested in owning significant digital assets like cryptocurrency. Advisors who have earned this credential can explain digital assets, crypto, blockchain, stablecoins, and decentralized finance (DeFi).

What Does it Take to Earn and Maintain the CDAA Designation?

According to, the CDAA curriculum is developed and presented by Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), university finance faculty, and financial planners with years of digital asset experience. The instructors have created hundreds of video lessons over several years, explaining crypto, digital assets, and blockchain technology.

The course spans six weeks. It includes the following:

– 2 hours per week of on-demand video content. Candidates consume detailed and technical content on their schedule. – 2 hours live discussion where instructors answer questions based on the technical content first. The course then dives into real-life situations and active client planning scenarios. – Candidates must complete homework each week. They are given a small task to better understand how Bitcoin and digital assets work.

How To Find A Financial Advisor Who Has Earned their Certified Digital Asset Advisor (CDAA) Designation

In the coming months, you’ll find a growing number of financial advisors featured on Wealthtender who have earned their Certified Digital Asset Advisor (CDAA) designation. You can also browse the directory of CDAA designation holders on the Certified Digital Asset Advisor website.

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