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 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

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 Jamali

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 Sarson

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.

Sign up for a Session

The Sarson Funds Cryptocurrency Financial Advisor Certification program is proudly hosted and sponsored by DWealth News.

Visit DWealth News to sign up for a session.

To Enroll in a Session, Click the DWealth News image or use this form.