Course Description

Participants will learn how traditional financial services processes can be adapted to manage digital assets, the importance of building strong foundational controls to navigate regulatory uncertainty, and the critical role of cross-functional collaboration. The course also covers the importance of organizational culture and leadership in driving successful digital asset initiatives. Designed for finance professionals, auditors, and institutional leaders, this course provides the knowledge and insights needed to effectively manage digital assets in a compliant and secure manner.
Screengrab from course video

This course fulfills CPE objectives.

After this course, learners should be able to:

  • Identify the key internal controls required for managing digital assets within institutional environments.

  • Explain how traditional financial controls can be adapted to the digital asset space, including key management, transaction authorization, and reconciliation processes.

  • Analyze the challenges faced by institutions in integrating digital assets with legacy financial systems and the strategies to overcome these challenges.

  • Discuss the regulatory considerations for institutions adopting digital assets and how to maintain compliance in a dynamic environment.

  • Evaluate the importance of organizational culture, leadership, and cross-functional collaboration in successfully implementing digital asset controls.

Course curriculum

    1. EDAS 2024 Session Replay

    2. CPE Review Questions

    1. CPE Qualified Assessment - Pass this assessment to earn CPE!

About this course

  • 3 lessons
  • 0.5 CPE Credits (Accounting)
  • Recommended prerequisite of a basic knowledge of accounting principles and digital assets

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Other CPE Info

  • Program Level

    Intermediate

  • Preparation

    Familiarity with financial controls and reconciliation processes.

  • Delivery

    QAS Self Study

BitAlpha, Inc. (Sponsor ID #148962) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.