Clients are asking about Bitcoin.
Some already own it. Others are curious, confused, or acting without guidance.
This masterclass is designed to give financial professionals the clarity and language needed to address Bitcoin confidently—without having to become a blockchain expert.
What’s Inside the Masterclass?
This training eliminates the guesswork and equips you with the foundational context, strategic insight, and language you need to speak about Bitcoin and other digital assets with clarity—even if you’re restricted from giving direct advice. Here's what you'll learn:
🟠 Why Bitcoin is being adopted by institutions and individuals alike
🟠 What makes Bitcoin different from other cryptocurrencies
🟠 Why Bitcoin is tangible—and how its value is secured through code, energy, and scarcity
🟠 How Bitcoin is created, secured, and increasingly powered by renewable energy
🟠 Why Bitcoin’s network effect and decentralization can’t be replicated by Visa, Mastercard, or CBDCs
🟠 Why it's is more transparent than traditional finance—and what the open ledger means for compliance & fraud risk
🟠 How to explain it without giving advice
🟠 What your clients are likely doing already—and how to help them integrate it responsibly
🟠 How to protect the advisor-client relationship in the face of fast-moving innovation
🟠 What smart professionals need to understand now to retain credibility with the next generation of investors
Reserve Your Advisor Access HereDON'T JUST TAKE OUR WORD FOR IT
See what other are saying
"Our firm doesn’t allow us to recommend Bitcoin products yet, but that hasn’t stopped clients from asking. This masterclass gave me the context I needed to speak with clarity—without crossing compliance lines. It’s the kind of strategic prep most advisors don’t even know they need yet."
-Sarah M., CFP
"I've been in wealth management for over two decades, and I’ve never seen a topic create this much client interest while being so poorly understood in our industry. I took this masterclass to get ahead of the curve—not to sell Bitcoin, but to be the advisor who doesn’t flinch when it comes up. Highly recommended for anyone serious about staying relevant."
-Mark L., Senior Advisor
"I’ve had to deflect client questions for over a year now. What I realized is that I don’t need to give advice—I need to be ready. Kitty’s approach helped me understand the fundamentals and speak confidently about what Bitcoin is, and what it isn’t. When firm policy changes, I’ll already be ready."
-Jonathan P., Associate Advisor
CHOOSE YOUR ONE-TIME PAYMENT OPTION.
Pricing & Enrollment
These are one-time-only payments—no subscriptions, no hidden fees.
Tier 3: Full Package + Strategy Call
$497
Includes Everything in Tier 2, Plus:
Book Masterclass + Strategy CallFrequently Asked Questions
Q: Do I need prior knowledge of Bitcoin or blockchain to benefit from this masterclass?
A: Not at all. This training is designed for professionals who want clarity and confidence, not complexity. You’ll learn how to approach the conversation—not become a crypto expert.
Q: Is this training compliant with current advisory guidelines?
A: Yes. The content is educational and non-promotional. It’s designed to help you understand the asset, speak with clarity, and support your clients’ questions—without giving direct investment advice.
Q: What happens after I register?
A:You’ll get instant access to the training video and all included downloads. If you’ve selected the 1:1 call option, you’ll receive a scheduling link to book your private strategy session or you can text Kitty Howard directly to set it up - see her contact information on the home page.
Q: Is this course relevant if my firm doesn’t allow Bitcoin products yet?
A: Yes. Many advisors are using this training to prepare ahead of policy changes—or simply to understand what their clients are doing outside of their formal portfolios.
Q: Is there a refund policy?
A: Due to the digital nature of this masterclass, all sales are final. If you're uncertain, we recommend starting with the Masterclass-only tier. Consulting calls, team training and broader courses are available to give you professional development options later.