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CPE Self-Study
Blockchain for Financial Advisors
NASBA FIELD OF STUDY
Information Technology
LEVEL
Intermediate
CPE CREDITS
Online: 7.5
Examine the implications, success and failure factors in blockchain driven investment options in this self-study course.

PFP section members and PFS credential holders receive a 20% discount.

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CPE On-Demand
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Product details

Who Will Benefit?

  • CPAs and other professionals with financial services clientele
  • Anyone who needs to understand the implications of blockchain technology and digital assets in the financial arena
  • Accountants with clients or within organizations that are holding, trading, or issuing digital assets
  • Financial advisers
  • Tax professionals
  • Professionals whose work involves personal financial planning

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.

Learning Objectives

  • 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.

How will this product help you with the work on your desk?

  • Practitioners must be conversant in the new digital arena.
  • This course will help you to understand--and advise clients−−on existing and emerging blockchain−related investments and financial vehicles.

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.

Ratings and reviews
Author(s)

Sean Stein Smith

Dr. Sean Stein Smith
New York

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.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$319.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$319.00
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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
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
BLFA
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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