Stand out in the crowd!

Gain expertise in Bitcoin, Blockchain, and the Future of Finance---Now!

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 investments

We've crafted a comprehensive and exciting video course designed specifically for financial advisors 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 CE course. This is your gateway to becoming the go-to advisor for clients with crypto investments.

Save $600 by Enrolling Today

And receive CIRO Continuing Ed credits

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What's Included in the Course?

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

1. Bitcoin and Blockchain: Understand the history and technology behind the original cryptocurrency and its supporting distributed ledger system.

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

3. Custody, Exchanges, Wallets: Get up to speed on secure storage options for crypto assets, from cold wallets to centralized exchanges.

4. Decentralized Finance: Explore the universe of DeFi protocols disrupting traditional financial services with decentralized apps.

5. Use Cases: NFTs, Tokenization, Yield, Web3 - Dive into real-world crypto applications like non-fungible tokens, staking, decentralized autonomous organizations, and more.

6. 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 CE courses. This is a fun, engaging, and interactive way to earn your required CE Credits.

  • Flexibility: Purchase now and take the course at your convenience – perfect for busy advisor schedules.

  • Opportunity to Become a Certified Digital Asset Advisor (CDAA): Boost your credibility and attract a new clientele base.

The Problem

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

The Solution

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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.
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We know what you're thinking

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, 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 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

So act now and save $600

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.
Sign me up!

Hear from Satisfied Advisors Who've Boosted Their Practice

Go-to Course

Andy Moran

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

I give this course my highest recommendation as an advisor

Matthew Foust, Columbia Advisory Partners

I cannot believe how taking this class has opened my eyes, and I am so incredibly thankful I am now on the cutting edge of the coming digital asset wave. Adam Blumberg has done an amazing job explaining what digital assets are, from the original Bitcoin Whitepaper to decentralized finance tokens. We actually started out on a whiteboard learning what blockchain technology is, moved through digital currency, and studied what investment vehicles we will be using as advisors in the future. All easily understood and clearly explained by Adam. I give this course my highest recommendation as an advisor, and will proudly use my CDAA certification in my business."

Invaluable Resource

RIA (chose to remain anonymous)

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.

Nobody is teaching applicable digital asset education for advisors better than Adam

Treyton DeVore, AllStreet Wealth

Nobody is teaching applicable digital asset education for advisors better than Adam. His experience as an advisor and knowledge around digital assets gives him a unique perspective, and an advantage compared to other educators. This course is a MUST for any advisor wanting to learn how to build crypto offerings into their practice and even if you never plan to advise on it, the information and perspectives you’ll gain far outweigh the cost. Being educated around digital assets isn’t a “good to know” thing anymore, it’s part of our fiduciary responsibility.

Confidence in the market

Michael T. Clark, CFP

Pursuing the CDAA designation 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

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
  • 2

    Module 1 - Bitcoin and Blockchain

    • Introduction to Bitcoin and Blockchain

    • Why Bitcoin

    • Solution - Hashing

    • Hashing Demo

    • 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 Practice

    • Crypto in Your Practice

    • Business Models

    • Allocation

    • Allocation - The Numbers

    • Objections - Environment and Value

    • Objections - Hacks

    • Objections - Value

    • Objections - Criminals and Regulations

    • Custodial Platforms

    • News and Research

    • Risks-Technical

    • Risks- Market- Volatility

    • Risks-Market-Manipulation

    • Risks-Market-Regulation

    • Crypto Funds

    • Crypto Stocks

    • Crypto for Retirement

    • What Happened - Celsius

    • What Happened - 3AC

    • What Happened - FTX

    • Quiz
  • 8

    Resources

    • Crypto Account Form - Wallets

    • Crypto Account Form - Accounts

    • Crypto Estate Plan

    • Crypto Intake Form

    • Crypto Plan for Client

    • Crypto Project

Educational Investment

Know what you'll pay, upfront and uncomplicated.

  • 12 hours of Digital Asset Education- $295 for full course (limited time)
  • CDAA designation - $250 paid to PlannerDAO

CIRO Continuing Education Credits

Receive Continuing Education Credits

  • 10 hours of Professional Development Credit
  • 2 hours of Compliance or Professional Development Credit

FAQ

  • Who is this course for?

    This course is for financial professionals. That means anyone who helps someone else with their money - Financial Advisors, CPAs, Bankers, Attorneys

  • Who shouldn't take this course?

    If you want to learn to trade crypto, speculate, or try to get 200% yields for yourself, this isn't really for you.

  • Can I take it if I'm not a CFP®, or I'm new to financial services?

    Of course. We don't really turn anyone away. Even if you have another business model in mind, we'll teach you how to walk through client conversations.

  • How is this different from learning on YouTube?

    First, you can't trust everything you see on YouTube. Second, those creators aren't making videos specifically for financial professionals to add crypto to their practice. Third, you can get a designation to show clients, and you get CE credits.

  • How is this different from other courses for financial advisors?

    We combine whiteboard videos with live sessions, and we update our content regularly. Kind of important when it comes to crypto. Also, you can get the CDAA designation.

  • What is better about the CDAA?

    You can go to Certifieddigital.org to learn more about the Certified Digital Asset Advisor designation, and what separates it from other crypto certifications.

  • My firm won't let me advise on crypto.

    That's not a question...but there are probably other assets you can't advise on, but your clients invest in. You should still know enough to have conversations. Also, at some point you will be able to advise on crypto, so better to learn now.

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