Master Bitcoin monetary theory, portfolio allocation, custody solutions, tax implications, estate planning, and client communication strategies in our comprehensive certification program.
Understanding Bitcoin and Portfolio Strategy
Custody, Security, and Risk Management
Tax, Estate Planning, and Client Communication
Every module combines concept explanation, real-world case studies, interactive exercises, and client-facing tools.
Use our three-question framework to explain Bitcoin without technical jargon
Guide clients through the custody spectrum from ETFs to self-custody
Create evidence-based Bitcoin allocations across risk profiles
Navigate Bitcoin's unique tax treatment and reporting requirements
Design secure Bitcoin inheritance strategies with proper key management
Handle objections and communicate Bitcoin concepts with confidence
12 comprehensive modules across three intensive days, plus capstone certification exercise.
Explore the history of money, inflation, monetary debasement, and store of value assets. Includes interactive exercise comparing historical returns across asset classes.
Fixed supply, halving cycles, mining incentives, and network security. Interactive simulation of supply issuance over time.
Risk-return profile, correlation analysis, and volatility vs long-term performance. Historical portfolio simulation exercises.
Position sizing, volatility tolerance, time horizon considerations. Build allocations for different client types.
Exchange custody, ETF custody, self-custody, collaborative custody. Map solutions across convenience vs security dimensions.
Custodial exchanges, Bitcoin ETFs, counterparty risk. Analysis of FTX collapse and custodian failure scenarios.
Private keys, seed phrases, hardware wallet comparison (Trezor, Coldcard, Ledger, Passport), backup strategies, and critical mistakes that lose Bitcoin permanently. Guided client setup walkthrough exercise.
Multisig mechanics, key distribution models, vendor comparison (Unchained, Casa, Nunchuk), recovery procedures, and inheritance integration. Design a multisig setup for a $2.4M client scenario.
Capital gains, cost basis, tax reporting requirements. Calculate tax outcomes for sample transactions.
Key inheritance risks, estate planning structures, trust integration. Design inheritance strategy for high-net-worth clients.
Address skepticism, explain volatility, avoid technical overwhelm. Role-play client conversations and objection handling.
Compliance considerations, client suitability, risk disclosures. Create comprehensive Bitcoin advisory process.
Every participant receives comprehensive materials and tools to implement immediately.
Capstone client meeting roleplay with realistic client profiles, objection cards, and evaluation criteria. Practice the full advisory conversation from discovery to recommendation.
20-slide presentation covering all program concepts. Use for internal training or adapt for client education sessions.
Interactive scoring system to evaluate client suitability for Bitcoin across 6 key categories, with allocation recommendations.
Visual framework for guiding clients through custody choices based on convenience, security, allocation size, and inheritance priorities.
Comprehensive reference guide with frameworks, checklists, and templates for every aspect of Bitcoin advisory work.
Bitcoin Advisor Certification credential for display on your website, LinkedIn, and marketing materials.
Join the next cohort of financial advisors mastering Bitcoin for their clients and their practice.