Session #1: Introduction to Cryptocurrencies & Blockchain Technology This is part 1 of an 8-part webinar course that is designed
Cryptocurrency Financial Advisor Certification
Sarson Funds’ cryptocurrency certification program is designed to help Financial Advisors answer client questions on a digital asset portfolio allocation. Through this live webinar and Q&A series, Advisors can earn CE credits from the Investments and Wealth Institute.
Learn about the technology behind cryptocurrency and the ways it benefits financial services.
Digital Asset Investing
Get to know the various types of digital assets, like stablecoins, smart contracts and regulated public token offerings.
Understand risk factors for digital assets and how to approach cryptocurrency investing safely and securely.
Earn CE Credits
Upon completion of each segment, you will earn CE credits from the Investments and Wealth Institute.
Earn your Crypto Advisor NFT Certificate
Upon completion of the program, you’ll earn your Level I Crypto Advisor Certification. You’ll receive a completion certificate, which will be issued as a non-fungible token (NFT) that you can proudly display on your website to demonstrate your cryptocurrency and digital asset expertise.
Learn the Future of Finance
Cryptocurrency adoption is growing and digital currencies are altering the way we look to exchange value. Learn about the future of finance, such as reduced settlement time and risk, as well as increased liquidity for all asset classes.
Discover Income Generating Strategies
Learn about digital asset staking, crypto lending, and yield generation. Digital asset income-generating investments come in a variety of vehicles and offer advantages in liquidity while satisfying portfolio income requirements.
Understand the Regulatory Landscape
Learn about the evolving landscape of crypto regulations and investor protection rules that impacting cryptocurrencies and digital assets, including KYC, AML, and compliance requirements.
View our Cryptocurrency Financial Advisor Education Courses
SESSION #2: Real World Applications of Blockchain and Cryptocurrency This is part 2 of an 8-part webinar course that is
SESSION #3: Investing in Cryptocurrency 101 This is part 3 of an 8-part webinar course that is designed to support
Session #4: Advanced Cryptocurrency Investment Strategies This is part 4 of an 8-part webinar course that is designed to support
Session #5: How to Safely Invest in Digital Assets This is part 5 of an 8-part webinar course that is
Session #6: Mitigating Cryptocurrency Investing Risks This is part 6 of an 8-part webinar course that is designed to support
Session #7: Understanding Non-Fungible Tokens (NFTs) This is part 7 of an 8-part webinar course that is designed to support
Session #8: Navigating the Cryptocurrency Regulatory Landscape This is part 8 of an 8-part webinar course that is designed to
Session 1 // Intro to Blockchain & Cryptocurrency
Session 2 // Real World Blockchain & Crypto Applications
Session 3 // Investing in Cryptocurrency
Session 4 // Advanced Crypto Investing & Income Generation
Tuesday, October 26, 2021 2 PM ET
Deadline for Sign-up: Monday, October 18, 2021 by 12:00 a.m. EST
Advanced Investing & Income Generating Strategies: Regulated Public Token Offerings (RPTOs)” - Tokenization/Securitization, Stablecoins, DeFi/Smart Contracts, Liquidity Mining, Yield Farming, Crypto Lending.
Session 5 // Safe and Secure Digital Asset Investing
Session 6 // mitigating cryptocurrency investing risks
Session 7 // introduction to NFTS
Session 8 // the evolution of the digital asset regulatory landscape
Some of our speakers
We have gathered the some of the leading cryptocurrency investment professionals, with expertise in educating the financial advisor community, to lead the sessions.
Jahon is the Chief Marketing Officer of Sarson Funds and leads the firm’s education programs. He has over 10 years of marketing leadership experience in venture funded start-ups like Kapow (acquired by Kofax) & The Appraisal Lane (acquired by Reynolds & Reynolds). A former US intelligence officer, Jahon holds a BA and MA from Johns Hopkins and attended the Babson College Graduate School of Business.
John is the CEO of Sarson Funds, and leads the firm with over 15 years of Wall Street wholesale investment sales leadership experience, with successful tenures at firms like Guggenheim & Lord Abbett. A leading digital asset investment expert, he founded a registered investment advisory in 2016 prior to founding Sarson Funds and is a graduate of the University of Notre Dame.
A Senior Portfolio Manager with Sarson Funds, Blake brings an extensive background in blockchain-enabled finance, venture capital, and tokenization to Sarson Funds, with prior experience at Vertalo and NovaBlock Capital. Blake received his BA from the University of Maryland.