Level 4 · FinTech pathway
Financial Advisor+
The top of the FinTech stack, for advisors whose clients hold or ask about digital assets: the crypto economy, managing digital assets, digital estate planning and crypto-centric financial planning.
Prerequisite: Web3+ then FinTech+ then FinTech+ II
Price: $795 per learner, $595 per learner in groups of 20 or more, and $495 per learner in groups of 50 or more, for any certification. Learners in different certifications count toward the same group size when purchased together. The W3CB exam seat is included in every price. See tiers
Your credentials
Select the certifications you already hold to see which certifications and courses are unlocked for you.
Curriculum
Courses in this certification
The Web3 Academy delivers these courses in order to prepare you for the proctored W3CB exam. The certification is issued by W3CB.
- 01
The Crypto Economy: Networks, Incentives, and Applications Locked
Unlocks after Web3+ and FinTech+ and FinTech+ II
- 02
Understanding and Managing Digital Assets Locked
Unlocks after Web3+ and FinTech+ and FinTech+ II
- 03
Digital Estate Planning: Wealth Management in the Crypto Age Locked
Unlocks after Web3+ and FinTech+ and FinTech+ II
- 04
The Crypto-Centric Financial Planner Locked
Unlocks after Web3+ and FinTech+ and FinTech+ II
- 05
PROCTORED EXAM — Financial Advisor+ Certification (W3CB) Locked
Enrollment in Financial Advisor+ opens once the prerequisite certification is earned. Organizations can schedule the prerequisite training and this certification back to back.
Who it is for
Financial advisors, wealth managers, planners and estate professionals.
Further reading
Insights on Financial Advisor+
Pricing
Training and exam seat, one price.
One price per learner covers the training and the W3CB certification exam seat. We buy exam seats from W3CB in bulk, at a discount to the individual price on the W3CB site, so your people never buy an exam separately.
| Group size | Per learner |
|---|---|
| 1–19 learners | $795 |
| 20–49 learners | $595 |
| 50+ learners | $495 |
Per learner, per certification, training and W3CB exam seat included. Learners in different certifications count toward the same group size when purchased together.
Get your people Financial Advisor+ certified
Tell us who needs it. We will come back with a delivery plan — including any prerequisite training — and a per-learner price that includes the W3CB exam seat.