Professional education for advisers and advice teams handling digital asset conversations within clear professional and licensee boundaries.
Learning path
Module 1: Adviser Role Boundary & Digital Asset Conversations
Module 2: General Information vs Personal Advice
Module 3: Client-Held Digital Asset Fact-Finding Without Overreach
Module 4: File-Note Framework
Module 5: Risk Framing and Disclosure Language
Module 6: Understanding the Digital Asset Investment Case
Module 7: APL, Platform and Access Limitations
Module 8: Digital Asset Access, Ownership & Implementation Pathways
Module 9: Escalation & Referral Boundaries
Module 10: Licensee & Enterprise Overlay
Course summary
Build a practical understanding of digital assets in a regulated professional context.
Work through each module in sequence, then complete the final assessment to confirm your result.
Successful completion provides certificate evidence you can reference for CPD purposes.
Accredited by the FAAA for 4.75 CPD hours
This activity has been accredited as continuing professional development by the Financial Advice Association Australia but does not constitute FAAA’s endorsement of the activity.
