You've heard the buzzwords Bitcoin, blockchain, and cryptocurrencies

but do you know how they'll impact your business and clients?

Imagine a world where you can provide your clients with an additional layer of advice on their taxes and emerging asset classes.

At Interaxis, we've crafted a comprehensive and exciting video course designed specifically for CPAs who want to stay ahead of the curve by mastering the rapidly evolving world of digital assets. Trust us, this isn't just another boring tax course. This is your gateway to becoming the go-to CPA for clients with crypto investments.

What's included in the course?

The full 12-hour course is divided into six engaging modules:

  • Bitcoin and Blockchain

    Understand the history and technology behind the original cryptocurrency and its supporting distributed ledger system.

  • Ethereum

    Learn how Ethereum built on Bitcoin's innovation with programmable smart contracts, fueling the rise of decentralized apps.

  • Custody, Wallets, Exchanges

    Get up to speed on secure storage options for crypto assets, from cold wallets to centralized exchanges.

  • Decentralized Finance

    Explore the universe of DeFi protocols disrupting traditional financial services with decentralized apps.

  • Use Cases - NFTs, DAOs, Yield, Web3

    Dive into real-world crypto applications like non-fungible tokens, staking, decentralized autonomous organizations, and more.

  • Crypto in Your Practice

    Discover how to incorporate crypto taxation, accounting, auditing, and advisory services to serve your clients better.

Each module is delivered through high-quality video content, supported by weekly live sessions where we discuss the latest crypto news and answer your burning questions. Plus, you'll earn 12 CPE credits while boosting your career with cutting-edge knowledge.


Why is this course different?

  • Unique Learning Experience: Say goodbye to monotonous tax courses. This is a fun, engaging, and interactive way to earn your required CPE Credits.
  • Flexibility: Purchase now and take the course at your convenience – perfect for busy CPA schedules.
  • Opportunity to Become a Certified Digital Asset Advisor (CDAA): Boost your credibility and attract a new clientele base. (requires certification process and additional fee)

The Problem

With more individuals and businesses investing in and using Crypto, there's an increasing demand for tax help and guidance on digital asset portfolios. Unfortunately, many CPAs are ill-prepared to offer these services due to a lack of knowledge and experience. Clients are turning to crypto-savvy competitors, while CPAs lose out on revenue opportunities.

The Solution

Our comprehensive video course not only equips you with the necessary skills to navigate the crypto realm but also allows you to differentiate yourself in a competitive market by becoming a certified CDAA – an achievement managed by the esteemed PlannerDAO.
I Want to Get Started

We know what you're thinking -

Blockchain is pretty complex to learn

There's blockchain technology and all these new terms you hear, like wallets, self-custody, issuance policy, Layer 1, and bridges. Then there's investment theses, security, regulation, and compliance for you as a financial professional.


It can seem overwhelming. Where do you even start?

Who can you TRUST?

On top of learning the tech and financial aspects, you can't be sure whom you can trust. Not everyone with a blog or YouTube channel (or worse...TikTok) knows what they're talking about. Even fewer understand our industry.

That's why we've crafted this comprehensive course specifically for CPAs – to cut through the noise and complexity and provide clear, actionable knowledge from trusted experts.


With the Interaxis course, you can confidently learn crypto and blockchain concepts directly applicable to enhancing your CPA practice. We'll guide you step-by-step so you gain technical skills and a strategic understanding of how digital assets transform finance.


Don't go it alone and risk misinformation.

Join us for an immersive learning experience you can rely on to boost your expertise.

But why should you trust us?

We know you may feel overwhelmed diving into the world of Crypto. But don't worry! We've been down this road before!

With years of experience as financial advisors and CPAs, we've already gone through the crypto learning curve, so you don't have to.


We sifted through white papers, YouTube videos, webinars – you name it – and made all the mistakes along the way. We tried trading Crypto, got greedy speculating, and fell for phishing scams. We did it all, so you don't have to!


We want to shortcut your path to crypto confidence by sharing our hard-won knowledge. With the Interaxis course, you benefit from our triumphs and trials so you can avoid pitfalls and start advising clients sooner.


Lean on our experience navigating the crypto rabbit hole. Trust us to guide you through the key concepts and equip you with strategic skills to enhance your CPA practice.


With our help, you'll quickly become the go-to expert clients rely on as they explore the world of digital assets.

We know its a significant investment

Your time and money

We spent countless hours and lost plenty of money, so we wanted to make your journey shorter and safer...and more relevant. So, sign up for the opportunity to learn crypto from a CFP®, in a course built specifically for you. And you get 12 CPE credits
Sign me up!

Still not convinced

Hear from Satisfied Customers Who've Boosted Their CPA Practice:

Go-to Course

Andy Moran

"The go-to course for financial advisors who want to dive deeper on crypto"

Invaluable resource

Anonymous Student

Interaxis has been an invaluable resource for me and my firm, providing comprehensive insights into the digital assets space. From understanding the foundational technology to navigating compliance and asset allocation considerations, the courses and live sessions have equipped me with the knowledge to integrate digital assets into our offerings confidently.

Confident Conversations

Michael T. Clark

Pursuing the CDAA designation via the Interaxis course has not only helped me understand the nascent asset class of Crypto but has given me the confidence to talk with clients about things to think through before investing. The material covered in the coursework is relevant, up-to-date, and profitable for what is happening in the Crypto markets that week. During the education portion of the course as well as in the final test, I enjoyed most how to tangibly navigate through bridging assets on chain, how to mint my own NFT, and even stake funds with a Liquid Staking Derivative protocol.

Act now and save on your enrollment

70% Savings

Don't miss your chance to benefit from this limited-time discount. Enroll now and secure your spot in our video course before the price increases. Spaces are limited due to the interactive nature of the course. Reserve your place today, and soon, you'll be guiding clients through the digital asset revolution.
I want to learn crypto now

Your instructors

All financial advisors with decades of experience

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.

Course curriculum

What you'll learn in this course

  • 1

    Welcome to the course!

    • Welcome to the CDAA Course

    • What to Expect

    • What is the CDAA

    • Course Modules

    • Weekly Live Sessions - Friday - 11:00 am EST

    • 1:1 Sessions
  • 2

    Module 1 - Bitcoin and Blockchain

    • Introduction to Bitcoin and Blockchain

    • Why Bitcoin

    • Solution - Hashing

    • Hashing Demo

    • Bitcoin - The Solution - Mining

    • Solution - Ledger

    • Blockchain Demo

    • Proof of Work

    • Bitcoin - The Full Solution

    • The Bitcoin Network - Key Points

    • bitcoin - The Incentive

    • Key Characteristics -Immutable

    • Key Characteristics - Decentralized

    • Key Characteristics - Trustless

    • Key Characteristics - Transparent

    • Key Characteristics - Private

    • Bitcoin Upgrades & Forks

    • Bitcoin- Lightning Network

    • Bitcoin - Taproot

    • Bitcoin Investment Theses

    • Three Reasons People Invest in Bitcoin

    • Bitcoin Volatility

    • Module 1 Summary

    • Bitcoin Whitepaper

    • Quiz

    • Homework - Module 1
  • 3

    Module 2 - Ethereum

    • Ethereum - Introduction

    • Module 2 - Ethereum

    • Ethereum Basics

    • Smart Contracts

    • Ether and Gas

    • Proof of Stake

    • Issuance Policy

    • Staking ETH

    • Ethereum Upgrades and Standards

    • Ethereum - Tokens

    • Ethereum Scaling -Layer 2 and Sidechains

    • ETH Investment Theses

    • Ethereum - Summary

    • Challenge - Module 2
  • 4

    Module 3 - Custody, Wallets, and Exchanges

    • Introduction to Custody

    • Private and Public Keys

    • Private/ Public Key Demo

    • Wallets

    • Self-Custody

    • Hard Wallets

    • Soft Wallets

    • Multi-Sig Wallets

    • Metamask and ETH Wallets

    • On-Off Ramps

    • Exchanges

    • MPC Wallets

    • Custody for Advisors

    • Transactions

    • Custody and Transactions

    • Custody Summary

    • Metamask Set up

    • Volatility

    • Derivatives Futures/Swaps

    • Quiz

    • Challenge - Module 3

    • Hardware Wallets

    • Hardware Wallet Setup Demo - Ledger Nano X

    • Custody Decisions
  • 5

    Module 4 - Decentralized Finance (DeFi)

    • DeFi Introduction

    • What is DeFi?

    • Decentralization

    • Composability

    • Protocols

    • Intro to Stablecoins

    • Collateralized Stablecoins

    • Fiat Backed Stablecoins

    • DeFi - Lending and Borrowing

    • Decentralized Exchanges

    • Liquidity Providers

    • Oracles

    • Decentralized Insurance

    • Derivatives

    • Centralized Exchange

    • Challenge - Module 4
  • 6

    Module 5 - DAOs, NFTs, Security Tokens, Yield

    • Introduction to Use Cases

    • Types of Tokens

    • Web 3

    • Web 3 Wallets

    • Protocol Wallet Interaction

    • Non-Fungible Tokens - NFTs

    • NFT Past and Present

    • NFTs Future

    • Decentralized Autonomous Organizations (DAO's)

    • DAO Use Cases

    • DAO Protocols

    • Security Tokens

    • Yield Generation Intro

    • Yield Generation: Centralized Interest

    • Yield Generation: Decentralized Interest

    • Yield Generation: Staking

    • Yield Generation: Liquidity Pools

    • Airdrops

    • Other Layer 1's

    • Use Cases - Summary

    • Challenge - Module 5
  • 7

    Module 6 - Crypto in your CPA practice

    • Module 6 Introduction

    • Crypto in your CPA Practice

    • Crypto and Tax

    • IRS Form

    • Crypto Tax Example

    • Other Tax Items

    • CFO Implications

    • Payroll Considerations

    • Treasury Management

    • Audit Implications

    • Web 3.0 Capital Structures

    • Types of Tokens

    • Resources
  • 8

    Additional Information

    • What Happened - Celsius

    • What Happened - 3 Arrows Capital

    • What Happened - FTX
  • 9

    Resources

    • Crypto Account Form - Wallets

    • Crypto Account Form - Accounts

    • Crypto Estate Plan

    • Crypto Intake Form

    • Crypto Plan for Client

    • Crypto Project

CPE Credits

Receive Continuing Education Credits

  • 12 hours of NASBA approved CPA Continuing Professional Education credits included


  • 12 hours of CFP Continuing Education credit has been granted by CFP Board

The time is now!

Are You Ready to Learn About Digital Assets and Crypto and Make it Part of Your Practice?

Get Started

Learning Objectives

Understand Bitcoin and Cryptocurrency to the point that you can articulate some of the value propositions

·      Understand custody and be able to evaluate custodial options

·      Have conversations with clients and partners about how Crypto fits in a portfolio

·      Create a service offering for Crypto withing your firm, including:

o   Allocation conversations

o   Custodial options

o   Privacy conversations

o   Security conversations

o   Estate planning

Instructional delivery method: Self Study

Recommended CPE Hours: 12

Field of study: Finance

Prerequisites: None

Program knowledge level: Basic

Advanced preparation: None

Additional information can be found on our FAQ Page.
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