Bitcoin for Financial Advisors

This Online Workshop does not require any previous knowledge or expertise and it has been designed for Financial Advisors given the specificity of its content. It is composed of two 60-min sessions.

For this Workshop you will need your computer/ tablet or mobile with internet access and your Bitcoin-wallet with some $100 USD equivalent of BTC loaded.

This course is 100% hands-on and by the end of it you will learn and use various tools, apps and gain confidence to show your clients the differences of “Paper Bitcoin vs Real Bitcoin Self Custody” as well as some best in class tips for portfolio building

Some Key topics we will cover are: 

  • Fundamentals of Bitcoin: The Network, the Asset and The Monetary Policy

  • Bitcoin Layer 2 projects & Apps.

  • Self-Custody of Your Bitcoin safely for the long run

  • Bitcoin Inheritance Strategy

  • Key Skills to Becoming Your Own Bank

  • How to Assess Risk for Digital Assets?

  • Top Bitcoin Valuation Models

  • Managing & Minimizing Risks Depending on the Exposure

  • Ideas to build your Crypto Portfolio

This course is offered 100% online or in person (Toronto Only). It is always LIVE (not pre-recorded) because we include the latest tools and tested strategies to win in the marketplace.

The registration process is 2 step process: 1) Select date you intend to take this workshop (one of our instructors will confirm with you date/time you selected) and 2) complete payment.

Once payment has been confirmed, you will receive email with the link to join the Online Workshop in zoom.

Questions? Email us at