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Fidelity Debuts Digital Assets Education Program

Service Providers

Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors about digital assets May 12. 

The new program includes a strategic alliance with the Digital Assets Council of Financial Professionals (DACFP) certificate program, founded by Ric Edelman. Fidelity Institutional clients will receive an exclusive discount toward earning a certificate in Blockchain Digital Assets and will receive 13 continuing education (CE) credits upon course completion. This certificate program contains 11 self-paced modules, comprised of 13 hours of educational content. Program participants will develop a firm understanding of digital assets and blockchain and receive guidance on how to incorporate digital assets into an investment management strategy.

“We are thrilled to enter into this relationship with DACFP to help drive continued education and awareness for advisors in the digital assets space,” said David Canter, Head of the RIA and Family Office Segment, Fidelity Institutional. “As interest in cryptocurrency accelerates across investor segments, we want to ensure we’re providing advisors with the foundational knowledge necessary to help address investor questions.”

“DACFP is committed to giving financial professionals the knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital assets,” said Edelman, founder of DACFP. “We’re excited to work with Fidelity to drive this mission forward for its clients.”

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