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Cryptocurrency: What you need to know to properly advise clients
Personal Financial Planning

Cryptocurrency: What you need to know to properly advise clients

Want to shore up your digital asset knowledge? You'll learn how to decrypt the financial implications of cryptocurrency in this expert-led webcast.

Do you have an AICPA membership? Log in to apply your member discount.
Included in Webcast Pass



NASBA Field of Study

Specialized Knowledge



CPE Credits



Ryan Firth


3 months

Product Number


 Business & partner 
Product Details

Become a crypto maestro!

It’s hard to believe that the first widely adopted cryptocurrency, Bitcoin, has been around since 2009. First costing ten cents a unit upon its introduction, each Bitcoin today is worth tens of thousands of dollars and collectively make-up a trillion-dollar industry.

Do you trust cryptocurrency? Trust in digital assets relies on knowledge, which many of us don't have. That's why this webcast is hosted by those who walk the walk and can navigate the intricacies of digital assets with ease.

We'll cover the fundamentals of Decentralized Finance (DeFi), Non-fungible Tokens (NFTs), the Metaverse, Web3, and Decentralized Autonomous Organizations (DAOs). Building on digital asset essentials, you'll then have the chance to explore cryptocurrency tax strategies, digital asset ownership and how to properly advise your clients.

To ensure you are comfortable around digital assets, you'll conclude this event by putting your knowledge to the test in real-world case studies.

The future looks to favor digital currency; be among the first there.

This event is CFP Eligible.

Key Topics

  • The basics of cryptocurrency
  • Cryptocurrency trends
  • Advising clients on digital asset ownership
  • Tax planning strategies
  • Digital assets ownership

Learning Outcomes

  • Recognize the latest movements in the world of cryptocurrency
  • Identify tax planning strategies and common issues
  • Determine the pros and cons of owning digital assets
  • Identify how you could get clients exposure to digital assets
  • Apply learning through real-world case studies

Who Will Benefit

  • Tax professionals serving individual clients
  • CPA and professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
  • Accountants interested in new markets
  • Finance professionals interested in cryptocurrency

This webcast is free for PFP section members and PFS credential holders.

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax and investment planning
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Ryan Firth
Ryan’s goal is to provide results-based, objective advice for clients, with no income prerequisites and no self-serving sales angle. He has spent two decades working as a financial consultant, and much of that time has been spent offering financial services to a variety of industries. Each project, whether large or small, simple or complex, has allowed him to develop an expansive skillset that he uses to address each client’s unique financial goals and concerns. He is passionate about blockchain technology, and the constantly expanding cryptocurrency market. He has been following the growth in this segment since 2015 and enjoys sharing his wealth of knowledge with his clients. He serves as Associate Director of the Houston Blockchain Alliance and holds a Certificate of AICPA’s Blockchain Fundamentals for Accounting and Finance Professionals. His passion for finance also allows him the opportunity to volunteer with the Foundation for Financial Planning to provide pro bono services to individuals and families battling cancer, and he is proud to have received the Houston CPA Society’s Rookie of the Year award in 2018 for contributions to the Society. He is an active member of the AICPA PFP Section.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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