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Intermediate

Digital Asset Markets, Investment and Wealth Management

Market structure, yield and analysis, portfolios and investment products, client advice, Islamic finance and institutional operations.

Who it is for: Private bankers, portfolio managers, financial advisers and investment offices

In development: contact us for availability

Modules

What the programme covers

Each Module states what you will be able to do once you have completed it.

01

Market structure

Describe how crypto markets work, why they are volatile and how derivatives and leverage are used.

  1. The features of the crypto market
  2. Volatility and market manipulation
  3. Crypto derivatives: futures, options and perpetual swaps
  4. Margin trading and leverage
02

Generating yield

Compare centralised and decentralised ways to generate yield and assess their returns and risks.

  1. CeFi and DeFi: two models for generating yield
  2. Lending and borrowing
  3. Liquidity pools, farming and staking
  4. Returns and risks
03

Analysis and valuation

Apply fundamental and on-chain analysis, read a project's tokenomics and carry out basic due diligence.

  1. Fundamental analysis and on-chain metrics
  2. Valuation models and their limits: the stock-to-flow case
  3. Tokenomics: vesting, distribution and value proposition
  4. Due diligence and red flags in a crypto project
  5. Value investing and digital assets
04

Portfolio construction and products

Build and manage digital asset exposure within a portfolio and evaluate the regulated products available to clients.

  1. Risk management for digital assets
  2. ETFs and ETPs: regulated exposure
  3. Structures of crypto financial products
  4. Evaluating a crypto financial product
  5. Hedge funds and digital assets
  6. The long-term horizon
05

Institutional operations

Describe how banks engage with digital assets, from custody of products to the operational roll-out of a strategy.

  1. Banks and digital assets
  2. Institutional custody of crypto products
  3. Classification of tokens for financial institutions
  4. From strategy to implementation
  5. Segregation of client assets and protection in insolvency
  6. Cybersecurity and operational risk for institutions
06

Advising clients on digital assets

Assess whether digital asset products suit a client, communicate their risks clearly and verify the origin of crypto wealth.

  1. Suitability and appropriateness of digital asset products
  2. Risk disclosures and client communication
  3. Source of wealth and source of funds for crypto wealth
  4. Fraud, scams and client protection
07

Digital assets and Islamic finance

Apply the principles of Islamic finance to digital assets and assess the Sharia compliance of products.

  1. Principles of Islamic finance applied to digital assets
  2. Scholarly views on cryptocurrencies and tokens
  3. Sharia screening of digital asset products
  4. Tokenised sukuk
Every Module

How the programme works

Each programme is made of Modules that unlock in sequence. A Module combines video lessons, study notes and a quiz, and every programme ends with a final assessment.

A certificate is issued once all lessons are complete and the final assessment is passed. It can be downloaded from your profile and verified online.

Contact

Request the full syllabus

We will send you the detailed syllabus and show you the platform in a demo.

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