Each organization establishes its own policies. That said, the Certificate course has endorsed by the Certified Financial Planning Board of Standards, Investment Adviser Association, Money Management Institute, Investments and Wealth Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network and many others. DACFP is also the official crypto education partner for Charles Schwab, Fidelity and many other financial services firms.
We are happy to talk with your Legal & Compliance team about the course. No firm would prevent you from taking the course; the only question is whether you’re allowed to publicly promote the fact that you’ve completed the course.