Survey of Digital Investment Assets

Catalog description

Description: Foundational overview of the increasing popularity of digital investment assets, including cryptocurrencies, decentralized protocols and platforms like blockchain technology, and tokens. Students will explore the benefits and risks of investing in digital assets and how this emerging asset class fits within the context of Modern Portfolio Theory. Regulatory challenges and essential financial planning considerations like portfolio management, taxation and estate planning will be examined, in addition to best practices for client communication.