Web3-based Financial Planning 101 (From Awareness to 1st Try)

This 4-hour hybrid training session is designed for personal financial planners seeking to integrate Web3 technologies into their practice. The course provides a foundational understanding of Web3 concepts, explores blockchain assets suitable for financial planning and analysis, and delves into asset custody and risk management within the global fintech market.

Delivered in a hybrid format (combining in-person and virtual participation via platforms like Zoom or Google Meet), the training accommodates diverse audiences, ensuring interactive elements work seamlessly across both modes. It emphasizes practical applications, real-world examples, and risk-aware strategies to empower planners in advising clients on emerging digital assets.

The session includes breaks for engagement and reflection, totaling 240 minutes, with a focus on bridging traditional finance with decentralized technologies.