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.

Blockchain Basics

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.

Risk Management

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.

Play Video

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.

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.

Stephen Leahy

Stephen is Director of Business Development at Circle, where he leads Circle’s Institutional Trading Partners program. No stranger to the blockchain and crypto world, he worked in the last two years as Managing Director at Oneiro Inc. Other stops in this space include working as Vice President of crypto products at Shift Forex.

Blake Richman

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.

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.