The Certification Lab for digital-asset advisors.
A tier-one simulation environment built for the practicing financial advisor. Construct portfolios, run stress tests, rehearse client conversations, screen for AML, and walk an executor through digital inheritance — all under one designation, all in a fully sandboxed environment.
Foundations, portfolio practice, regulation & tax, and digital estate planning — gated by hands-on completion.
Portfolio rebalancing, stress tests, AI client conversations, tax, AML, custody recovery, and the estate capstone.
No real keys, no real funds, no real client data. Every action is fully simulated end-to-end.
Seven hands-on advisor simulators.
Every simulator is fully sandboxed. Score, retry, and unlock the next course as you go.
Build a crypto-inclusive portfolio across equities, bonds, cash, and a digital-asset sleeve.
Run Monte Carlo paths and historical crises against your allocation to see tail risk in action.
Rehearse difficult crypto conversations with simulated client personas under live scoring.
Apply FIFO, LIFO, and HIFO to a year of trades and produce defensible tax outcomes.
Screen wallet activity, flag suspicious transactions, and draft a simulated SAR.
Restore a sandboxed wallet from a seed phrase and assemble a multisig quorum.
Walk a digital executor through inventory, instructions, and inheritance handoff.
Join 500+ financial advisors earning their DA·CFA.
"The portfolio and stress-test sims are the closest thing I've seen to actually managing crypto exposure on a client book. I changed how I size the sleeve the next morning."
"The AML and custody recovery modules made me a more credible advisor in the conversations my compliance team actually cares about. The simulators force you to defend every call."
"I run a family-office practice and the estate-transition capstone alone justified the program. We rebuilt our digital-asset checklist around it."
Testimonials are representative composites pending public attribution.
Four courses. One designation.
Each course unlocks the next as you complete its simulators. The Lab tracks your progress and reports completion to your certification record.