The Correct Crypto Allocation
Includes a Live Web Event on 11/13/2025 at 12:00 PM (MST)
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If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits. Ric Edelman will share his new asset allocation model where he will explain why the 60/40 glidepath is dead – and the correct crypto allocation you need to provide each of your clients.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:
- Evaluate the limitations of the traditional 60/40 portfolio construction model.
- Determine the appropriate cryptocurrency allocation percentages for client portfolios.
- Develop practical implementation strategies for adding cryptocurrency exposure to client portfolios.
- Understand the evolution of cryptocurrency from speculative investment to potential fiduciary consideration.
Ric Edelman
Founder
RIA Digital Assets Council
Ric Edelman founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle.
Edelman is a #1 New York Times bestselling author of 13 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. Ric’s radio show aired for 32 years with more than one million weekly listeners. His daily podcast was ranked in the top 1%, and Rowan University’s Ric Edelman College of Communication, Humanities and Social Sciences is named in his honor.
Ric and his wife Jean and their dogs spend most of their time in Virginia, Arizona and New York.
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