PlannerDAO
PlannerDAO
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PlannerDAO

A global community of 1,000+ financial professionals driving the industry forward

Our Mission

Empowering financial professionals to make digital assets & decentralized finance accessible to all investors.

The Certified Digital Asset Advisor (CDAA) designation is the only community-owned designation in the financial services industry. Our advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education.

We are committed to building a community of advisors who want to build a safe, scalable model to help clients invest in digital assets.

The CCDA designation is awarded to financial professionals who have taken and passed the required coursework around cryptocurrency and digital asset education.

For Investors- Get access to crypto-educated, fiduciary financial advisors.

  • Certified Digital Asset Advisors are educated in both the traditional and digital financial world and have completed coursework on cryptocurrency, blockchain technology, and decentralized finance.

For Advisors- Why become a CDAA?

  • Every day, bitcoin, crypto, and coins are making headlines and catching the attention of our clients.

  • The clients want to know what cryptocurrency is, how it works, and most importantly, if they should own any. If you can’t answer these questions, you can bet your competition will.

  • Whether you believe digital assets are the future (like we do) or not, as a fiduciary you need to understand this new financial ecosystem in order to give your clients the best advice possible. Crypto isn’t going away, but advisors who refuse to learn the fundamentals of it may be.

For Educators

  • The CDAA course and certification was released in February 2021 with the goal of teaching financial advisors about Crypto, Blockchain, Decentralized Finance, and Digital Assets; and how to make this new asset class part of their practice.

  • We have created a process by which companies, associations, universities, and other entities can become Education Partners. This means you will have the ability to charge for and provide education content in the form of courses, webinars, etc. and the credits from those courses will go toward a CDAA designation for the advisor.

CDAA

For Investors

For Advisors

For Educator

Media Request

Enroll in the CDAA Course

CDAA Education Requirements

Apply to Be a Education Provider

Find an Advisor that Fits You

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Our Values

  • Committed to bringing the digital asset revolution to ALL people.

  • Our conversations happen in public, and our projects are built to benefit everyone.

  • We default to the most transparent, decentralized, and permissionless solutions possible and our mission is to equip everyone on earth with the education, tools, and strategies to live the life they were meant to.

Latest Tweets

RT @WhisperFin: Please pass this along! I’m co-hosting an intimate event in SF next Tuesday. Details here: par.tf/91p5 We’ll b…
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RT @RobbieHeeger: Hey SF frens... @jessepollak, @ciaomack, @PlannerDAO and @endaomentdotorg are hosting a happy hour & workshop on 9/27 (Tu…
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