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Sarson Funds Launches Cryptocurrency Education and Certification Program for Financial Advisors

Advisors completing the program will earn CE credits from the Investments and Wealth Institute, plus certification as a crypto advisor from Sarson Funds, awarded as a non-fungible token (NFT).
Key Takeaways
  • Sarson Funds announced the launch of its cryptocurrency financial advisor certification program, hosted in partnership with the Investments and Wealth Institute and Digital Wealth News.
  • The eight-part webinar series will be comprised of live bi-weekly webinars hosted on the Digital Wealth News portal, from September 14th, 2021 to December 19th, 2021.
  • Advisors who complete the series will earn CE credits, plus certification as a crypto advisor from Sarson Funds, awarded as a non-fungible token (NFT) - an industry first.

BOSTON, MA – Sarson Funds announced the launch of its cryptocurrency financial advisor certification program today, with the aim of making advisors "crypto heroes" to millions of American investor clients who have otherwise been dormant from the accelerated growth of digital assets. The eight-part webinar series will be comprised of live bi-weekly webinars hosted on the Digital Wealth News education portal, beginning on September 14th, 2021, and running to December 19th, 2021.

Financial Advisors can earn CE credits with the program through the Investments and Wealth Institute. Advisors who complete the series will also earn certification as a crypto advisor, which will be awarded as a non-fungible token (NFT) from Sarson Funds - an industry first.

The program's launch comes at a critical juncture for the wealth management community, as cryptocurrencies continue to dominate financial headlines. In a recent poll by the Financial Planning Association, the Journal of Financial Planning, and OnRamp, over the past year financial advisors experienced nearly a 3x increase in the number of clients inquiring about investing in cryptocurrencies. Sarson Funds, which specializes in cryptocurrency investment strategies and education for financial advisors, is looking to bridge the gap between traditional wealth management and a future built on digital assets.

"Financial Advisors manage the bulk of America's investable assets, and if Advisors seize this moment to get educated on digital assets, they will become 'crypto heroes' to millions of boomers who are looking to gain cryptocurrency exposure, but lack a trusted and knowledgeable resource," said Sarson Funds Chief Marketing Officer Jahon Jamali, who leads the firm's education programs.

Session speakers include cryptocurrency portfolio managers from Sarson Funds, as well as other industry leaders such as Stephen Leahy, Director of Business Development at Circle. The breakdown of curriculum includes four core elements important to financial services institutions with the first course titled an “Introduction to Blockchain and Crypto Basics.”

  1. Crypto 101 - Digital Assets - Cryptocurrencies - Blockchain Technology;
  2. A focus on compliance and regulatory related challenges;
  3. Risk management strategies unique to this emergent asset class;
  4. Advance cryptocurrency investing and income generation. 

“Through the program advisors can set themselves apart from their peers by learning from top experts about how to invest in digital assets and provide an even more diversified set of assets that can add value to their clients,” said Sarson Funds CEO, John Sarson.

For more information on the Cryptocurrency Financial Advisor certification program, please visit the Sarson Funds education page or the Digital Wealth News education portal.


About Sarson Funds:
Sarson Funds is an independent provider of blockchain technology and cryptocurrency marketing and educational services. The firm serves the Financial Professional community and their clients by providing cryptocurrency and blockchain technology educational services and investment solutions. Sarson Funds maintains a Fiduciary Standard at all times, bringing Wall Street standards for research, risk management and transparency to digital asset investing. Along with our Investment Manager and Financial Advisor partners, we believe that disruptive innovation requires a disciplined approach to risk management and education.

For more information, please visit Sarson Funds online at www.sarsonfunds.com.

Key Takeaways
  • Sarson Funds announced the launch of its cryptocurrency financial advisor certification program, hosted in partnership with the Investments and Wealth Institute and Digital Wealth News.
  • The eight-part webinar series will be comprised of live bi-weekly webinars hosted on the Digital Wealth News portal, from September 14th, 2021 to December 19th, 2021.
  • Advisors who complete the series will earn CE credits, plus certification as a crypto advisor from Sarson Funds, awarded as a non-fungible token (NFT) - an industry first.
Media Gallery
Quotes
If Advisors seize this moment ...they will become 'crypto heroes' to millions of boomers who are looking to gain cryptocurrency exposure.
Jahon JamaliCMO, Sarson Funds
Through the program advisors can set themselves apart ... and provide an even more diversified set of assets that can add value to their clients.
John SarsonCEO, Sarson Funds
Related Bios
John Sarson
CEO & Cofounder
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Jahon Jamali
Managing Partner & CMO
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