Education & Advisory | The Bitcoin Adviser
Education & Advisory

Navigate Bitcoin With Confidence

We teach Bitcoin from the ground up—technology, economics, custody, and governance. Whether you are just starting or formalising a multi-generational plan, we give you the knowledge and frameworks to act decisively.

Education Without Ego

We teach with patience, clarity, and respect—whether you own 1 BTC or 1 sat. No jargon. No shaming. No gatekeeping. Just clear answers to real questions.

Quick Read

  • Choose private workshops, remote sessions, or self-paced courses based on your team’s fluency.
  • Onboard everyone from first-time hardware wallet users to trustees stewarding multi-generational plans.
  • Convert learning into action by pairing education with Collaborative Security and Estate Planning.
  • Reference the central FAQ for ongoing daily questions and share it with stakeholders.
Why Education Matters

Knowledge Eliminates Costly Mistakes

Without Education

  • Security missteps that permanently lose funds.
  • Emotional trading driven by headlines and volatility.
  • Inheritance plans that fall apart when they’re needed most.

With Structured Guidance

  • Decisions anchored in provable fundamentals.
  • Understanding of market phases and liquidity shifts.
  • Recovery procedures walked through with the people who matter.

Market Insight: Bitcoin’s “Silent IPO”

ETF flows, institutional treasuries, and family offices are absorbing coins from early holders. Sideways price action often represents healthy distribution, not weakness. Read Jordi Visser’s take to understand why staying informed prevents reactive selling.

Programmes

Education & Advisory Services

Comprehensive Curriculum

  • Bitcoin fundamentals and monetary history.
  • Security best practices from single-sig to multisig.
  • Email and account security with 2FA and hardware security keys.
  • Estate planning playbooks for collaborative security setups.

Strategic Advisory

  • Portfolio sizing and risk frameworks aligned to goals.
  • Balance sheet and treasury planning for organisations.
  • Jurisdiction-specific considerations for trustees and executors.

Professional Training

  • Workshops for financial advisers, trustees, and legal teams.
  • In-depth collaborative security walkthroughs for families.
  • Certification tracks for internal ops teams.

Events & Briefings

  • Quarterly market intelligence calls.
  • Executive board briefings on regulatory and macro developments.
  • Live Q&A sessions with collaborative security experts.
Interactive Tools

Assess Your Knowledge In Minutes

🧠 Bitcoin Security Quiz

Twenty-one scenario-based questions covering real-world custody failures, attack vectors, and best practices. Immediate feedback explains the "why" behind each answer. Learn at your own pace—no judgment, just clarity.

🚀 Bitcoin Adventure Quiz

Kid-friendly walkthrough that helps the next generation understand wallets, mining, and why scarcity matters.

🔒 Bitcoin Risk Assessment

Comprehensive audit of your current setup—covers custody workflows, inheritance readiness, and operational controls.

  • Generates prioritised action items.
  • Highlights where collaborative security closes gaps.
  • Assess Your Risk →

🔍 Bitcoin Transaction Tracking

Paste your transaction ID to instantly view it on mempool.space. Learn how to track and verify your Bitcoin transactions on the blockchain and understand what's happening under the hood.

  • Interactive transaction lookup tool.
  • Step-by-step guide to using mempool.space.
  • Understand fees, confirmations, and network congestion.
  • Track Your Transactions →

💰 UTXO Management

Learn how to understand and manage your Bitcoin UTXOs for lower fees, stronger privacy, and long-term usability. We use Sparrow Wallet to teach clients about UTXO structure and consolidation.

  • Understanding UTXO structure and why it matters.
  • Best practices for fee optimization and privacy.
  • How we use Sparrow Wallet with clients.
  • Learn About UTXOs →

🔐 Hardware Wallet Guide

Complete guide to hardware signing devices for collaborative security. Learn why Trezor is recommended, how to set up securely, and best practices for backup and recovery.

  • Why Trezor Safe 3 and Safe 5 are recommended.
  • Setup and security best practices.
  • Integration with Theya and Unchained vaults.
  • Backup and recovery procedures.
  • Visit Security Centre →

🔑 YubiKey Security Guide

Protect your email, cloud accounts, and online identity with hardware authentication. YubiKeys provide the strongest 2FA protection, preventing SIM swap attacks and phishing attempts that could compromise your Bitcoin security.

  • Why hardware security keys are better than SMS or authenticator apps.
  • How to set up YubiKey for email and critical accounts.
  • Best practices for protecting your Bitcoin-related accounts.
  • Estate planning considerations for hardware security keys.
  • Visit Security Centre →

🔐 Password Manager Security Guide

Personal perimeter security: protect email, exchange accounts, and online identity with proper password management. Password managers eliminate 95% of attack surfaces by ensuring unique, strong passwords for every account.

  • Why password managers are essential for Bitcoin holders.
  • Complete setup guide for Bitwarden (our 2025 recommendation).
  • Personal perimeter security framework.
  • Integration with hardware security keys.
  • Estate planning and emergency access features.
  • Visit Security Centre →
Who We Teach

Tailored Paths For Every Client

Beginners

  • Foundational literacy—wallets, keys, and self-custody.
  • Structured onboarding to collaborative security.

Experienced Holders

  • Advanced multisig, governance, and risk modelling.
  • Scenario planning for high-net-worth and institutional allocations.

Families & Estates

  • Beneficiary training and recovery walkthroughs.
  • Documentation templates for trustees and executors.
  • For Family & Friends – Help your loved ones understand Bitcoin.
  • For Your Kids – Age-appropriate Bitcoin education for children.
  • Evie's Bitcoin Adventure – Fun videos, quizzes, and cool facts for kids ages 8-15.

Professionals

  • Advisers, law firms, and corporate treasurers.
  • Continuing education credits and policy playbooks.
Our Approach

How We Teach And Support

Educational Philosophy

  • Low-pressure, high-trust relationships.
  • Hands-on, scenario-driven learning.
  • Progressive milestones tailored to your goals.

Delivery Methods

  • One-on-one consultations and office hours.
  • Private or small-group workshops.
  • Resource libraries with living documentation.
  • Quarterly briefings covering macro, regulation, and custody evolution.
Engagement Roadmap

Four Steps To Lifelong Bitcoin Competence

Assess

Inventory existing knowledge, custody posture, and stakeholder goals.

Plan

Build a multi-stage syllabus, choose delivery formats, set milestones.

Implement

Execute collaborative security onboarding, practice recoveries, align documentation.

Support

Quarterly reviews, refresher sessions, and rapid response for market or regulatory changes.

Why Clients Choose Us

Experience, Approach, Service

Expertise

  • Over nine years guiding collaborative security deployments.
  • Advisers who operate multisig vaults daily.

Approach

  • Educational—not sales-driven.
  • We stay alongside you through every iteration.

Support

  • Dedicated adviser, escalation paths, and continuity planning.
  • Community access to vetted legal, tax, and fiduciary partners.

Build Your Team’s Capability

Bundle training with Collaborative Security onboarding or start with a discovery workshop to map education requirements. We can scope everything from beginner bootcamps to board-level briefings.

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