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Foundation

Bitcoin for Financial Professionals

Three progressive levels, Foundation, Intermediate and Expert: money and the origins of Bitcoin, how the network works, custody, risk and its use by institutions. A quiz at the end of each level unlocks the next.

Who it is for: Relationship managers, advisers, private bankers and front-office staff

Module 1 is available now; Modules 2 and 3 are in preparation. Contact us for access

Modules

What the programme covers

Each Module states what you will be able to do once you have completed it.

01

Foundation

Explain what money does, how today's money came about, and how Bitcoin began and is held.

  1. Welcome: Why Bitcoin Comes Up at Your Desk
  2. Why Societies Use Money: Paying, Pricing and Saving
  3. From Metal to Paper Promises: Gold Convertibility and the 1971 Break
  4. Rising Prices, Central Banks and Bond Buying: What They Do to Client Savings
  5. The Origins of Bitcoin: A Crisis, a Nine Page Paper and a First Block
  6. Keys, Addresses and Recovery Words: Who Really Controls the Coins
  7. Ways to Hold Bitcoin Today: Own Keys, Custodians and Listed Products
  8. Common Misunderstandings About Bitcoin, Examined Fairly
  9. Reading the Ledger Yourself: A First Look at a Block Explorer
02

Intermediate

Explain how Bitcoin works: transactions, mining, issuance, key security and its risk profile.

  1. The Nakamoto Paper, Read Closely
  2. Coins as Outputs: UTXOs and the Spend-Twice Problem
  3. Work, Blocks and a Self-Correcting Clock
  4. A Shrinking Issuance Schedule and the 21 Million Ceiling
  5. Holding the Keys Safely: Wallet Models, Backups and Fraud Patterns
  6. Bitcoin's Risk Profile: Swings, Co-movement and Sizing
  7. Why People Invest in Bitcoin, and the Objections
  8. Institutions Step In: Funds, Balance Sheets, Bank Custody and Capital Rules
  9. When a Client Dies: Succession and Inheritance of Bitcoin
03

Expert

Assess Bitcoin at institutional scale: custody, payment layers, mining, governance and on-chain analytics.

  1. Safeguarding Keys at Scale: Wallet Tiers, Signing Schemes and Controls
  2. Payments Above the Base Chain: Lightning Channels, Routing and Sidechains
  3. Paying for Protection: Subsidy, Fees and the Miner Revenue Debate
  4. Measuring Mining's Electricity Use: Cambridge Data, Methods and Limits
  5. Changing the Rules: Proposals, Forks and Who Decides
  6. Following Funds On-Chain: Analytics, Its Limits and the Travel Rule
  7. Bitcoin on Public and Corporate Balance Sheets: Policy, Accounting and Risk
  8. Unresolved Questions: Quantum Computing, Protocol Rigidity, Concentration and Regulation
All programmesNext programme: Blockchain and Digital Assets: the Fundamentals
Every Module

How the programme works

Each programme is made of Modules that unlock in sequence. A Module combines video lessons, study notes and a quiz, and every programme ends with a final assessment.

A certificate is issued once all lessons are complete and the final assessment is passed. It can be downloaded from your profile and verified online.

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