Learn web3 (from coinbase.com): https://www.coinbase.com/wallet/learn-web3
DeFi investments have seven main risk categories (from Coinbase's article, link)
Coinbase.com is a crypto brokerage where you buy or sell crypto in exchange for cash.
Trade 35+ cryptocurrencies from an FDIC-insured checking account that earns 5% yearly bonus (up to $25,000)
Overview of hosted wallets and hardware wallets: https://www.coinbase.com/learn/tips-and-tutorials/how-to-set-up-a-crypto-wallet
Available as a browser extension and as a mobile app, MetaMask equips you with a key vault, secure login, token wallet, and token exchange—everything you need to manage your digital assets. MetaMask provides the simplest yet most secure way to connect to blockchain-based applications. You are always in control when interacting on the new decentralized web. MetaMask generates passwords and keys on your device, so only you have access to your accounts and data. You always choose what to share and what to keep private.
MetaMask 101 Course: https://learn.metamask.io/overview
The following will require verification for use of Ironclad specific strategies (whitelisting), please submit an inquiry here: https://www.ironclad.financial/defi
Supports Advisor←>Client interactions with swaps and Uniswap v3 liquidity pools: https://l1advisors.com/app
Understanding Uniswap v3 ranges
How to provide liquidity on Ethereum