Use code EOFY-2026 at checkout for 30% off any course. Expires 30 June 2026.
Independent Professional Education

Your clients are already engaging with digital assets.
Build the knowledge to respond within your professional role.

Independent, role-specific education for Australian accountants, SMSF specialists, auditors and advisers who need to engage with digital assets confidently, without crossing advice or compliance boundaries.

4
Role-based Pathways
>10
Indicative CPD Hours
CPD
Aligned Structure
$149
Starting From

Your clients already own digital assets.
Most professionals are not equipped to engage.

Digital assets are mainstream. Your clients are asking questions, signing exchange accounts, holding crypto in super. The risk of being underprepared is real, and growing.

Clients investing without guidance

Clients are already engaging with crypto through exchanges, super funds and ETFs, with or without you in the conversation.

Structured training is hard to find

Most available content is built for investors, exchanges or enthusiasts, not professional role boundaries.

Compliance risk is rising

Regulators and licensees increasingly expect practitioners to demonstrate working knowledge of digital assets. Structured education is the foundation of a defensible response.

Missed advisory opportunities

Practitioners who engage confidently retain clients and expand their relevance in a rapidly shifting market.

An independent education program built for your practice

Other digital asset education providers are linked to a crypto exchange, an investment platform or a fund manager. Synergist Education is an independent provider. We do not sell crypto products to your clients. We sell knowledge to you.

1

Build defensible knowledge

Grounded in how digital assets actually work, not hype. You will understand the fundamentals well enough to explain them accurately to clients.

2

Navigate client conversations

Practical frameworks for engaging safely, setting clear boundaries and guiding clients without overstepping your scope.

3

Meet your CPD requirements

CPD-aligned structure designed to integrate with your existing professional development obligations as a licensed practitioner.

4

Apply it immediately

Specialist pathways go beyond theory with role-specific evidence, valuation, custody and workflow scenarios.

Built for professionals

Each pathway maps to specific role boundaries. Most practitioners take Foundation plus the specialist pathway that matches their day-to-day work.

Accountants

For practitioners handling digital asset records, CGT evidence and cost-base reconstruction in their client base.

Foundation+ Accountant/Tax

SMSF Specialists

For work touching SMSF digital asset custody, ownership evidence, valuation or audit-facing documentation.

Foundation+ SMSF Pathway

Auditors

For audit-facing professionals assessing digital asset custody evidence and trustee documentation.

Foundation+ SMSF Pathway

Advisers

Foundation available now for advisers building baseline knowledge. Dedicated Adviser Pathway in development.

Foundation nowAdviser Pathway TBC

One-time payment. No subscriptions. 12 months access.

Each pathway is sold individually, or take Complete Professional Access for all three current pathways in one package.

EOFY 2026 Offer – 30% off, apply code EOFY-2026 at checkoutOnce-off promo code, valid on any course purchased before 30 June 2026.
Best Value
Complete Professional Access

One package. Every current pathway.

Access the Professional Foundation, SMSF Professional Pathway and Accountant/Tax Professional Pathway as one learning package.

  • Covers the common baseline plus both current specialist pathways
  • Useful when work crosses SMSF, evidence, valuation and tax-record issues
  • ~11.4 indicative CPD hours across the bundle
  • Professional education only, no advice, product or provider recommendation
$795
Save $144 vs individual pricing
$556 under current promotion – use code EOFY-2026

Enrol Now

Start Here
Individual
Professional Foundation
$149
CPD: 3.5 hrs
$104under current promotion · code EOFY-2026
  • Core digital asset concepts for professional learners
  • Custody, records and boundary language
  • CPD-aligned structure
Enrol Now
Individual
SMSF Professional Pathway
$395
CPD: 3.3 hrs
$277under current promotion · code EOFY-2026
  • Trustee control and custody evidence
  • Audit-facing documentation
  • Role boundary clarity
Enrol Now
Coming Soon
Individual
Adviser Professional Pathway
Coming soon
CPD: TBC
Release date TBCRegister interest for early access
  • Client conversation frameworks
  • File-note and documentation
  • Advice-boundary education

Need licences for your whole firm? Contact us about enterprise pricing

What professionals ask us

Which pathway should I take? +
Most practitioners start with Foundation, then add the specialist pathway that matches their role. Accountants and tax professionals typically take Foundation + Accountant/Tax. SMSF specialists and auditors typically take Foundation + SMSF. If your work crosses multiple areas, Complete Professional Access bundles all three current pathways.
Is this relevant for a compliant practice? +
Yes. Every pathway is designed around defensibility, understanding what you can and cannot say, how to document your knowledge, and how to engage clients without overstepping your role. The catalogue does not provide personal financial advice, tax advice, legal advice, product or provider recommendations, trading, custody or execution support.
Do I need technical knowledge to start? +
No prior knowledge required. The Professional Foundation starts from the very beginning – what digital assets are, why they exist and how they work. It is built for professionals who understand financial markets but are new to this asset class.
What does CPD-aligned mean? +
It means course structure and assessment have been designed and mapped against ASIC’s general CPD categories, so the content is organised to support your own CPD record-keeping. Synergist is not a CPD-accredited provider. Formal CPD accreditation has been applied for but is not yet in place. You remain responsible for determining whether and how this counts towards your own CPD obligations.
When will the Adviser Pathway be available? +
The Adviser Pathway is in development and not currently available for enrolment. Advisers who want to start now can take the Professional Foundation, which provides the baseline knowledge that will sit underneath the Adviser Pathway when released. Register your interest via the contact page to be notified.
Can my firm purchase licences for multiple staff? +
Yes. Volume pricing is available for firms. Contact education@synergist.com.au to discuss a bulk arrangement. Typically five or more licences attracts a meaningful discount.

Why act now

Clients already investing without you

Digital assets are no longer fringe. Retail investors are already in the market through exchanges, ETFs and superannuation. Every day without working knowledge is a missed conversation.

Regulatory expectations are increasing

Practitioners are increasingly expected to have a working knowledge of digital assets. Silence is not a defensible position. Structured education is the foundation of a compliant response.

Early adopters gain competitive advantage

The accountants, SMSF specialists and advisers who build this knowledge now will be the ones clients seek out. Early mover advantage in professional education compounds over time.

CPD-Aligned
Professional Structure
Assessed Learning
80% Pass Mark
Self-Paced
Complete on Your Schedule
12 Month Access
Including Future Updates
Secure Checkout
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Independent
No Product Conflicts

Stop leaving client conversations
to chance.

Get the knowledge, frameworks and confidence to engage with digital assets, within your professional role.

Use code EOFY-2026 at checkout before 30 June 2026 · One-time payment · 12 months access