COURSE CONTENT
Module one: Introduction to Digital Assets
- The state we are in:
- Growth opportunities and intrinsic value in digital assets
- What are digital assets and why should I care?
- Invest or not invest that is the question
- Let’s talk facts!
- Debunking the myths
- Transacting in Bitcoin
- Why Cryptocurrency?
- Case study and/or discussion: Has Goldman Sach and Morgan Stanley legitimised digital currencies?
By the end of this module, you’ll have a more clearly defined understanding of why cryptocurrency and bitcoin is used as a cash-alternative method, and how Bitcoin derives its potential value in the current market.
Module two: Rules and Structure of Bitcoin
- The Digital Signature
- A Tamper Proof Ledger
- What is Blockchain?
- Mining and Currency Supply
By the end of this module, you’ll understand the risks and returns on Bitcoin and its place in a more stable and predictable portfolio.
Module three: Regulation and Digital Currencies
- Is any of this legal?
- Issues Regulating digital currencies
- US & UK Regulation
- Global Regulation
- Future regulation
- Digital Assets and Looking Forward – the great debate (invited speakers from outside the sector)
By the end of the module, you’ll learn how different nations approach regulation on digital assets regulation and grasp how any upcoming legislation will impact the growth, investor behaviour and the response of wealth managers.
Module four: The role of the wealth manager/financial advisor
- Making the investment process simpler and safer for investors
- What about compliance?
- What will be the impact of crypto activities on the balance sheet?
- What about anti-money laundering?
- How to custodise the assets?
- How to implement and integrate this as part of their existing investment process?
- Grasping the opportunity
- Making a stand…choosing to be a laggard or a leader
- Outsourcing to specialist crypto-service providers
- How to provide a holistic investment proposition
- Addressing client questions:
- How should they do their tax reporting?
- How can they understand their risk exposure?
- Where can they see pricing and performance information?
- Which wallet application should they use?
- The great debate: “Should Wealth Managers provide comprehensive management and advisory services for their clients?”
By completing this module, you will understand how the crypto market is maturing rapidly and the opportunities it presents to wealth managers ultimately bringing greater value to their clients.
EDITORIAL FOCUS OF COURSES
Module ONE: Digital assets: An overview
| 15 minutes | Blockchain technology: what it is |
| 15 minutes | Closed versus open blockchains |
| 15 minutes | Problems with blockchains (e.g. speed, cost) |
| 15 minutes | Centralized platforms versus distributed networks |
| 15 minutes | Regulatory treatment |
| 15 minutes | Digital assets as investments |
1.5 hours in total
Module Two: Crypto-currencies
| 15 minutes | Bitcoin case study |
| 15 minutes | Ethereum: applications of blockchain technology |
| 15 minutes | Ethereum: case study |
| 15 minutes | Decentralised Finance (DeFi): what it is |
| 15 minutes | DeFi: case study |
1.25 hours in total
Module THREE: TOKENISATION
| 15 minutes | Security tokens: case study |
| 15 minutes | Non-fungible tokens |
| 15 minutes | Non-fungible tokens: case study |
| 15 minutes | Stablecoins |
| 15 minutes | Stablecoins: case study |
| 15 minutes | CBDCs |
| 15 minutes | CBDCs: case study |
1.75 hours in total
