Home > OCF Certifications > Crypto Treasury Management Academy (CTMA)
Optimize, Allocate, and Protect Your Crypto Treasury as a Crypto CFO
For finance leaders seeking practical frameworks in token management, investment policy, capital allocation, and risk hedging.
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Program overview
This program is built to teach crypto treasury management the way it actually works in practice. Instead of generic finance theory, you'll follow real frameworks used by DAO treasurers, protocol CFOs, and onchain investment managers, from structuring an investment policy to deploying capital across DeFi and managing token liquidity.
You'll work through practical scenarios covering the full treasury lifecycle, pre-TGE preparation, token launch execution, post-TGE allocation, and long-term capital strategy. By the end, you'll know how to work with market makers, manage liquidity across CEXs and DEXs, evaluate DeFi investment opportunities, and hedge risk using derivatives.
The goal is simple: give you the frameworks and tools to manage a crypto treasury with the confidence of someone who has done it before.
Live cohort based
4 weeks training
Lifetime updates to course materials
Lifetime access
What you will learn
Navigate the full token ecosystem, from market makers and exchange listings to yield strategies and the key players managing liquidity.
- Market maker engagement terms
- Listing for CEXs and DEXs
- Native token yield generation
- Navigating custodians, liquidity providers & OTC firms
Learn how to build and govern a crypto treasury IPS, from drafting allocation guidelines to designing the technical policies.
- Drafting key IPS components: objectives, constraints & allocation guidelines
- Technical policies: signing arrangements & onchain permissions
- Agentic execution tools for treasury operations
- Case studies: best practices including templates
Build a disciplined framework for deploying treasury capital across DeFi, from evaluating protocols to designing a strategy that matches your organisation's risk appetite.
- Applying a risk management framework to DeFi
- Due diligence: smart contract risk, liquidity, governance & counterparty exposure
- Investment categories: stablecoins, volatile tokens, staking & lending risk-return profiles
- Designing an allocation strategy aligned to treasury objectives
Understand how financial institutions capture onchain yield, from the mechanics of vault architecture to advanced implementation strategies.
- Introduction to vaults: ERC-4626 standard and curators explained
- From basic building blocks to a functioning vault
- Advanced vault topics: yield strategies & institutional applications
Learn how to identify, measure, and hedge risk in a crypto treasury, using the same frameworks and instruments used by professional trading desks.
- Evaluating crypto risk management frameworks and models
- Derivatives: futures, options & perpetual swaps
- Common trading and hedging strategies
- Execution venues
Who is this certification for?
CFOs & Finance Leaders at Crypto-Native Firms
You're already operating in the space. This program gives you the institutional-grade frameworks to manage treasury, allocate capital, and lead onchain finance
with confidence.
Fractional CFOs
You advise multiple clients across the digital asset ecosystem. This certification gives you the playbook to structure treasury strategy, manage risk, and speak the language
of onchain finance.
Treasury Managers
You're responsible for protecting and growing your organisation's onchain assets. Learn how to build an IPS, deploy capital across DeFi, and hedge risk like a professional trading desk.
Web2 CFOs Moving Onchain
Your finance fundamentals are strong. This program bridges the gap, giving you the onchain-specific frameworks to lead treasury operations at a company adopting
digital assets.
Prerequisites
- A strong understanding of DeFi: protocols, liquidity, and onchain mechanics
- Experience working at or with an organisation using digital assets
- A background in treasury management, capital allocation, or corporate finance
- A computer with internet access to attend live sessions and complete hands-on exercises
From fundamentals to real onchain workflows in 4 weeks
We bridge the gap between traditional finance and digital assets with education that actually prepares you for the job.
Week 1
Token Management
- Navigate market maker ecosystems and understand engagement terms and liquidity management
- Explore the listing pathways for centralized and decentralized exchanges
- Discover native token yield generation strategies
- Learn how to navigate the ecosystem of custodians, market makers, liquidity providers & advisory firms
Week 2
Investment Policy Statement
- Identify and draft the key components of an IPS (objectives, constraints, allocation guidelines) for crypto treasuries
- Understand the role, mandate, and selection of treasury managers, including governance structures and the risks of delegation
- Evaluate real-world IPS case studies to understand best practices & common pitfalls
- Design technical policies for treasury operations, covering signing arrangements, delegation of powers, on-chain permissions, and the use of agentic execution tools
Week 3
Investment Capital & Allocation
- Apply a risk management framework to evaluate DeFi investment opportunities
- Conduct due diligence on DeFi protocols, assessing factors such as smart contract risk, liquidity, governance, and counterparty exposure
- Differentiate between investment categories (stablecoins, volatile tokens, staking, lending, etc.) and understand their risk-return profiles
- Design a capital allocation strategy that reflects treasury objectives, liquidity requirements, and organizational risk appetite
Week 4
Risk Management, Trading & Hedging
- Evaluate crypto risk management frameworks and models
- Gain familiarity with derivatives such as futures, options, and perpetual swaps
- Apply common trading and hedging strategies
- Assess execution venues and operational considerations
Why OCF Institute
Our unique learning methodology gives you exactly what you need. Live sessions, real instructors, and a global cohort that keeps you accountable from week one to graduation
Access Industry Tools
Hands-on implementation of the most widely used tools in digital asset accounting and finance.
Live Assistance from Instructors
Real practitioners, not career educators. Have direct access to our instructors during the course, and long after you graduate.
Quizzes for All Modules
No final exam but quizzes at the end of every module with a 70% pass mark.
Curriculum Updated Every Cohort
New modules, new instructors, and evolving AI workflows, our curriculum is updated every cohort to reflect how the digital assets industry actually works today.
Meet our instructors
Adrian Cachinero Vasiljevic
Co-Founder at Steakhouse Financial
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Bo Zhang
Head of Europe at Canton
Jack Gale
Contributor at kpk, Gnosis DAO, Beefy
Our students apply onchain finance in their day-to-day work
Frequently asked questions
What is Crypto Treasury Management Academy?
The Accountant Quits ‘Crypto Treasury Management Academy’ is an advanced practical course to help accounting & finance professionals optimize, allocate, and protect a crypto treasury.
It’s composed of 4 key modules taught by industry veterans & vendors with a specialization dealing with exhanges, DeFi protocols, market makers, custodians, law firms, asset managers and more.
Who is the Crypto Treasury Management Academy for?
This course is for accounting and finance professionals at companies using digital assets or planning to adopt them soon. It’s ideal for those managing native tokens or crypto treasuries.
What’s the difference between the Crypto Accounting Academy and the Crypto Treasury Management Academy?
The Crypto Accounting Academy is a 7-week course providing the foundation for managing a crypto business. It’s composed of several modules including Block Explorers, Accounting for OnChain Transactions, Tax, Internal Controls, Company Formation, Treasury Management, and more.
The Crypto Treasury Management Academy a 4-week course, dedicated to treasury management only. It’s ideal for individuals seeking more in-depth training.
Will I receive a certification upon completion of the course?
Yes, once you complete all the course chapters and pass the quizzes, you will receive a certificate. You can then add the certificate to your resume or LinkedIn profile, helping you stand out as a token & treasury management specialist.
How and when will the online classes be held?
The course is 'Group Internet Based' and are taught live online.
In order to accommodate students globally on different time zones, the classes will be held every Wednesday at 21:00 CET or 15:00 ET.
In case you have missed a live class, we record every classes and make it available for you to replay at your convenience.
How do I apply to join the Crypto Treasury Management Academy?
To join, simply choose to pay in fiat or crypto and you’ll gain instant access to our platform.
Will I have the chance to interact with instructors?
Yes, absolutely! We encourage active student-instructor interaction as part of the learning experience. Students will have the opportunity to engage with our instructors through live Q&A sessions.
