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This webcast will provide CPAs, tax professionals, financial planners and other professionals with practical literacy on blockchain and determine the potential use for and current implementations of blockchain technologies within the financial advisory industry. In addition to other areas, we will review cryptoasset investment options, exchanges and platforms that offer individual investment services, institutional investment trends, and the impact that tokenization is already having on the investment advisory field. Blockchain is transforming how transactions occur, how they are recorded, and how those records are maintained within the financial advisory services. This dynamic webcast looks at three use cases to demonstrate how blockchain can be implemented within financial planning to reduce errors, increase transparency, and drive investment opportunities. You will examine the implications, success and failure factors in addition to other considerations within use cases covering; blockchain driven investment options, deploying capital with cryptoassets and the tax implications.
Instructor: Sean Smith
Area of Study: Information Technology 6
Prerequisite: Basic blockchain knowledge and Financial Planning or Advisory Services.
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