The Correct Crypto Allocation

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.