Join the Platform

Apply to become a verified advisor in the Bitcoin Wealth Platform network

Advisor Application

Basic Information

Full Name *

Email *

Phone *

Firm Name *

City *

State *

Years of Experience *

Professional Details

Website

LinkedIn Profile

SEC CRD Number

Your Central Registration Depository (CRD) number, if applicable

Professional Headshot *

Brief Bio *

Financial & Tax Credentials *

Financial advisors and tax advisors often hold professional designations that demonstrate expertise in planning, investment management, risk management, tax planning, retirement strategies and fiduciary duty.

CFP® (Certified Financial Planner)CFA® (Chartered Financial Analyst)ChFC® (Chartered Financial Consultant)CPA/PFS (Certified Public Accountant/Personal Financial Specialist)EA (Enrolled Agent)AIF® (Accredited Investment Fiduciary)CIMA® (Certified Investment Management Analyst)CPWA® (Certified Private Wealth Advisor)RICP® (Retirement Income Certified Professional)CRPC® (Chartered Retirement Planning Counselor)CFS (Certified Fund Specialist)CMT (Chartered Market Technician)FRM (Financial Risk Manager)CLU® (Chartered Life Underwriter)CDFA® (Certified Divorce Financial Analyst)CTP (Certified Tax Planner)CTA (Certified Tax Advisor)ATP (Accredited Tax Preparer)ATA (Accredited Tax Advisor)

Select at least one financial or tax credential

Bitcoin/Crypto Credentials (Optional)

Digital-asset expertise can be signaled by designations such as CBDA, CDAA and CBP, which provide structured education on Bitcoin, blockchain and crypto regulation and are gaining recognition in the financial industry.

CBDA (Certificate in Blockchain and Digital Assets)CDAA (Certified Digital Asset Advisor)CBP (Certified Bitcoin Professional)