Tools and Resources for Crypto Fiduciaries

  • Weekly webinars with industry experts

  • Access to course library with unlimited CE credits

  • Hands-on training with advanced crypto protocols


Upcoming Web Meets

Webinars with industry leaders and Interaxis educators

  • August 10th 1pm EST Sharon Liebowitz

    Sharon Liebowitz is Senior Director, Innovation at S&P Dow Jones Indices (S&P DJI). She currently leads the development of S&P DJI's cryptocurrency indices and digital tokenization efforts as part of her focus on the application of emerging technologies to the capital markets. Prior to joining S&P DJI, she founded Meritam, a robo-advisor designed to bring passive investing to nonprofits. Earlier in her career, Sharon built trading systems at large global banks including JPMorgan Chase, UBS, and Deutsche Bank.

  • August 17th 4pm EST Teddy Woodward

    I started my career trading interest rate swaps at Barclays Investment Bank in 2015. I got into crypto in 2018 trading for a family office and cofounded Notional in January 2020.

  • August 24th 1pm EST Mike McLean

    Mike partnered with Fidelity’s Center for Applied Technology to build and launch the first cryptocurrency offering for donor advised funds, which he continued to oversee through 2021. Mike has also held various operations and product roles at Putnam Investments in Boston, MA and Sterling Capital Management in Raleigh, NC.

$99 Per Month

One Monthly Payment, Unlimited access

Receive unlimited access to on demand courses and webinars with industry leaders and educators. New courses added regularly with community access to forums and resources.

Instructors

Senior Instructor

Adam Blumberg

Adam is a Certified Financial Planner, and a former Registered Investment Advisor. He co-founded Interaxis in 2019 to educate advisors and investors on digital assets and decentralized finance. His Interaxis YouTube channel is viewed by thousands across the globe. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.

Senior Instructor

Steve Larsen

Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies for the firm. He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients. As a Certified Public Accountant and Certified Financial Planner, Steve has spent most of his career as an independent, fiduciary advisor. He is also an Adjunct Professor of Finance at Gonzaga University where he teaches classes in Cryptocurrency and Financial Planning along with developing continuing education courses for CPAs and CFPs.

Unlimited Crypto Resources for Advisors

One Price, Unlimited Education

  • All Courses

    All of our digital asset courses are at your fingertips with on-demand video content available to go over at your leisure.

  • Exclusive Resources

    Monthly newsletter, guides, and best practices to keep your digital asset practice on the leading edge.

  • Leading Instructors

    Created and taught by CFPs, CPAs, and the originators of the Certified Digital Asset Advisor designation and PlannerDAO.

  • Community

    A community of like-minded financial advisors and CPAs looking to embrace digital assets into their practice.

  • Live Webinars

    Monthly webinars with industry experts and educators to keep you in step with the ever evolving crypto market.

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