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Crypto 101: 5 Things Every CPA Should Know About Their Crypto Clients


Available Date(s)
Thursday, December 15, 2022: 4:00PM EST

Cost Free
CPE Credits 2.0 hours
Subject Area 2.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Crypto is still in the beginning stages of changing the way we interact with money. How we spend money, invest it, save it, gamble it, loan it, and tax it is still being determined. This interactive course will help financial professionals understand why cryptocurrencies are not just a trend but a complete monetary system disruption. Get an inside look into why and how your early-adopter clients have a massive appetite and risk tolerance for crypto and how you can support their wealth journey.

Learning Objectives:

  • Summarize how crypto is changing how we interact with money

  • Justify the risk and rewards of crypto

  • Determine how you can support your clients' wealth journey with crypto

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Sonia Dumas

Curio Haus
(855) 268-1341


Sonia Dumas is a cryptocurrency educator and investor for financial professionals who want to understand the risks and opportunities in cryptocurrencies. Sonia is the Chief Editor at Alt Monie and a subject matter expert on small business growth strategies and cryptocurrency yield generation strategies.

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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Curio Haus is a creative company focused on empowering CPAs and business leaders to grow their profits, increase influence, raise retention, optimize business intelligence, elevate leadership, and advance emotional intelligence by leveraging high-tech high-touch tools and training.