Why Choose Us?
- Custom Education: Tailored to your firm's needs, helping you become Bitcoin-literate and ready to communicate with clients.
- Support and Guidance: Ongoing group coaching ensures your team can confidently navigate the cryptocurrency market.
- Scalable for Teams: Whether you're a small firm or a large office, our packages are designed to grow with you.
- Also Available - Data-Driven Insights: We provide your team with up-to-date Bitcoin reports covering market movements, mining data, and macroeconomic factors.
The Bitcoin Shift: Why Financial Experts Need to Get Ahead Now
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Client Demand: Increasing numbers of clients are asking about Bitcoin and digital assets, especially younger generations seeking alternative investments.
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Diversification: Bitcoin offers a new asset class with low correlation to traditional investments like stocks, bonds, and gold, adding diversification to portfolios.
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Institutional Adoption: Major financial institutions (e.g., BlackRock, Fidelity) are increasingly involved in Bitcoin, making it a legitimate investment option.
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Hedge Against Inflation: Bitcoin’s deflationary nature and capped supply of 21 million coins make it an attractive hedge against inflation and currency debasement.
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Long-term Performance: Bitcoin has delivered a 63% annualized return over the past decade, outperforming most traditional assets like the S&P 500, bonds, and gold.
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Scarcity: With > 95% of Bitcoin already mined and over 70% held privately, the asset’s scarcity makes it more valuable over time, especially with growing institutional interest.
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Regulatory Developments: Increasing regulatory clarity and the introduction of Bitcoin ETFs, futures, and custodial services are making it easier to integrate Bitcoin into traditional investment portfolios.
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Digital Asset Security: Financial planners need to understand the security protocols around holding Bitcoin, such as cold storage and custodial solutions, to protect client investments.
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Wealth Preservation: Bitcoin's decentralized nature offers a way to preserve wealth against centralized control, censorship, and the potential vulnerabilities of traditional banking systems.
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Retirement Planning: Bitcoin ETFs can be included in retirement accounts like RRSPs and TFSAs in Canada, offering tax advantages for long-term savings strategies.
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Global Market: Bitcoin operates on a truly global scale, allowing clients to participate in a borderless, open financial system that transcends national currencies and borders.
BlackRock, the world’s biggest asset manager is finally allowing Bitcoin into its US$150 billion model-portfolio universe.
More than 95% of all available Bitcoin has already been mined, and much of it is held in long-term custody by those who recognized its value early. With scarcity increasing and institutional adoption on the rise, the window of opportunity to secure private Bitcoin ownership is closing.
This program offers a fast-track to a Bitcoin strategy, helping you avoid many of the common pitfalls. You’ll gain the knowledge and confidence to make informed decisions and take control over private ownership of the asset, which offers the full benefits including self-custody, transportability, and its uniquely seizure-resistant property.
“We believe Bitcoin has long-term investment merit and can potentially provide unique and additive sources of diversification to portfolios,” Michael Gates, lead portfolio manager for BlackRock’s Target Allocation ETF model portfolio suite, wrote in investment commentary dated Feb. 27, 2025.
IBIT’s January 2024 launch was one of the most successful debuts on record, with the fund absorbing more than $37 billion worth of inflows last year alone. While appetite has sputtered recently — investors have pulled $900 million over the past week — demand from advisers for exposure within model portfolios was strong, according to BlackRock. (Bloomberg)
ETFs Are Just One Option—Owning Bitcoin Directly Has Unique Advantages
Spot Bitcoin ETFs offer exposure to Bitcoin as a financial product, but they do not provide the same benefits as direct ownership of the asset itself. While ETFs allow investors to gain price exposure, they do not grant access to Bitcoin’s core properties: true scarcity, self-custody, and the ability to hold an asset free from third-party control.
For those who want to acquire Bitcoin directly and secure it for long-term ownership, this program is designed to walk you through the process step by step. Understanding how to safely acquire and store Bitcoin is a critical skill for those looking to maximize its benefits as a scarce, decentralized asset.
Unlock the Potential for Your Clients
Bitcoin is an increasingly recognized asset. Financial professionals must be equipped with the knowledge to confidently discuss its value and role in modern portfolios. Our tailored consulting packages help your team gain expertise in Bitcoin through ongoing education, reports, and real-time support.
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Access Tailored Bitcoin Solutions:
Empower Your Team with Expert Knowledge
See Program Modules & Pricing Below
Larry Fink, Founder, Chairman and Chief Executive Officer of BlackRock (Play Video)
“I do believe there’s a real need for everyone to look at it,” Fink said. “I'm a major believer that there's a role for bitcoin in portfolios ... I think there’s a great industrial use for it, and I think a lot of people are missing that.”
On CNBC’s Squawk On The Street, Fink admitted he had been a skeptic of Bitcoin for years, but after studying and learning about it, he acknowledged his previous opinion was wrong.
BlackRock is the world's largest asset manager, with US$11 trillion in assets under management as of December 31, 2024.
Program Modules
MODULE 1
Introduction to Bitcoin and Cryptocurrencies
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Comparing Bitcoin to Traditional Assets
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Understanding Bitcoin: A Fast Overview
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Why Bitcoin? Key Features and Benefits
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Decentralization and Its Importance
"Lay the foundation of your journey with a deep understanding of Bitcoin as an investment technology, setting you up for confident and informed investing."
MODULE 2
The Potential and Value of Bitcoin
- Market Demand and Supply Dynamics
- Institutional Endorsements and Adoption
- The Impact of Bitcoin Halving Events
- Case Studies on Institutional Investments
"Unlock the secrets behind Bitcoin's value and growth potential, empowering you to make strategic investment decisions."
MODULE 3
Navigating Taxation and Legal Aspects
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Capital Gains vs. Income Tax
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Taxation Strategies for Long-Term Holding
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Legal Ways to Minimize Tax Liability
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Walkthrough of Tax Reporting Tools
"Gain clarity on taxation and legal strategies, ensuring you maximize your earnings and stay compliant with ease."
MODULE 4
Choosing a Reliable Exchange
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Criteria for Selecting a Trusted Exchange
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The Importance of Security and Compliance
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Understanding Exchange Fees and Services
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Live Demonstration of Setting Up an Account
"Learn to choose the most secure and cost-effective exchange, providing peace of mind and smooth transactions."
MODULE 5
Securing Your Investments
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Importance of Hardware Wallets for Security
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Differences Between Hot and Cold Storage
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Hands-On Setup of a Hardware Wallet
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Backup Strategies and Private Key Management
"Discover the best practices for safeguarding your assets, giving you the ultimate security and control over your investments."
MODULE 6
Advanced Investment Strategies
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Advanced Techniques for Bitcoin Investment
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Simulation of Dollar Cost Averaging (DCA) Investment Strategy
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Long-Term Holding vs. Active Trading
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Borrowing Against Bitcoin Assets
"Master advanced investment techniques to optimize your portfolio and achieve consistent growth in the crypto market."
MODULE 7
Staying Informed and Making Smart Decisions
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Navigating Market Trends and News
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Using Analytical Tools for Better Insights
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Avoiding Information Overload
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Practical Exercise on Setting Up News Alerts
"Stay ahead of the curve with the latest market insights and tools, empowering you to make smart, informed decisions."
MODULE 8
Practical Implementation and Q&A
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Bringing It All Together
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Development of a Personalized Investment Plan
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Open Q&A for Personalized Guidance
"Bring everything together with practical steps and personalized guidance, ensuring you implement your strategy confidently and effectively."
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Custom Bitcoin Education for Your Team – Whether you have 5 or 50 advisors, our scalable training adapts to your needs.
Ready to Empower Your Team with Bitcoin Knowledge?
Schedule a call today to discuss the right package for your firm and
see a sample report that highlights our data-driven approach.
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