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Concurrent Session Onsite and Online

PFP2428. Does Crypto Belong in Client Accounts?

With the introduction earlier this year of spot bitcoin ETFs, interest in crypto assets has surged. This session will explore the investment merits of crypto assets, with a focus on bitcoin. The panelists will present the case for and against allocating to crypto. We will explore the intrinsic value of a crypto asset, its diversification value, its role as a hedge against inflation, and other attributes relevant to advisors.


Learning Objectives:

  • Determine the intrinsic value of a crypto assets.
  • Identify the diversification value of crypto assets.
  • Analyze whether crypto assets will be a long-term hedge against inflation.
  • Identify key questions clients will ask about crypto assets.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PFP
CFP