DIGITAL ASSETS CRYPTO

BITCOIN

Prepare your clients for the monetary revolution and how it changes financial planning.

Learn how to incorporate bitcoin into your financial planning process and investment discussions.

Learn, Educate, Plan - Start HERE

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OUR GIFT TO YOU

Want to learn about addressing the most common bitcoin criticisms?

GAIN INSIGHTS HERE

WHAT YOU'LL LEARN

Foundational "why"

Learn what bitcoin is. The impact it will have. Why bitcoiners have such conviction.

Technical Expertise

How bitcoin works. The the rationale for an investment thesis and MORE.

How To Address FUD

Address the most common Fears, Uncertainties, and Doubts about Bitcoin.

OUR MISSION

After working in financial services as CFP® professionals, we were blown away by the massive knowledge gap of finanical planners about bitcoin. We too often heard terms like "Ponzi" or "tulips" when referring to the network. The current offerings for CE have done nothing but further confuse advisors by conflating unregistered securities, aka "crypto," with bitcoin. 

There is no wondering why so many have thrown their hands in the air and decided to take a "wait and see" approach. There needs to be clear, concise, and thorough education provided.

Our mission is to help 2,000 RIAs learn about bitcoin. Why? Financial planners are the trusted relationship for so many individuals and families. Those families deserve the most knowledgable advisor. 

We are not here to monetize you by promoting an obscure designation that clients won't understand or recognize. The goal is to provide the best content to lay a foundation for YOU to feel confident talking to clients about bitcoin. We want to educate and encourage you, and then let you do your best work. 

Skeptics are welcome! If you can prove why bitcoin fails at the conclusion of the course, we will pay you the cost of the course plus refund you in full. 

⚠ All "bitcoin will fail" discussions will be live-streamed and turned into content for future learnings. Bitcoin needs better critics.

If you have any questions, feel free to email us at [email protected].

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CE COURSE

ADVICE ON BITCOIN

Earn 8 hours of CFP® continuing education credits

Planning for Bitcoin

Get the bitcoin knowledge you require in our coursework.

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