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Understand the fundamentals
Learn about the long history of money, why we left the gold standard for a fiat standard, and how Bitcoin works.
FOR AUSTRALIAN FINANCIAL ADVISERSAnswer the Bitcoin question
Accreditation no. 36157 · Foundation learning rating
Answer the Bitcoin question
with confidence.
Bitcoin is now one of the world’s largest assets by market value.1 If your clients start asking about it, it pays to be well informed. This course gives you the foundations to know what it is, why it exists and how to approach it, within your professional obligations.
A structured, self-paced course for Australian financial advisers. Start with the fundamentals, examine the research and put your understanding to the test.
✓5.0 FAAA-accredited CPD hoursAccreditation no. 36157 · Foundation learning rating
1. Ranked among the largest assets by market capitalisation, companiesmarketcap.com, 23 September 2026.
What you’ll learn.
Why it matters in practice.
No prior Bitcoin knowledge is assumed. Develop the understanding to explain the fundamentals, scrutinise claims and recognise the limits of your role.
Question the evidence
Review the latest institutional research on Bitcoin and understand its limitations before bringing it into a client discussion.
Know your boundaries
Get familiar with the Australian regulatory landscape on Bitcoin, meet your best interests duty and keep your advice within your authorisations.
Understanding an asset does not oblige you to recommend it. A considered conclusion may be no allocation.
THE CURRICULUMYour path through
Your path through
the course.
Work through six connected modules, from the history of money to Bitcoin and the adviser’s role. Open each module below to see its focus.
01 The history of money
Understand what money is, what traits people look for in money, why we landed on gold, and what happens when money becomes centrally controlled.
02 How today’s monetary system works
Learn how money is created in a fiat economy: fractional reserve banking, the Keynesian and Austrian schools of economics, the debt-based system, financial repression, and case studies for evidence.
03 The consequences of today’s money
Examine how a money’s hardness affects time preference, what the Cantillon effect is, and six observable consequences of a fiat monetary standard that your clients can feel.
04 What is Bitcoin?
Delve into Bitcoin’s monetary properties, a high-level technical overview, why it was created, a comparison of gold, fiat and Bitcoin as money, how Bitcoin affects time preference and the Cantillon effect, and seven common criticisms of Bitcoin with the evidence on each side.
05 Institutional research and portfolio implications
Review how a small Bitcoin position affects portfolio performance in research from some of the largest US financial firms, understand the limitations of that research, and see which players in the Australian investment landscape are discussing Bitcoin.
06 The adviser’s role
Understand how to meet your best interests duty, ASIC’s guidance on the asset, the investment and custody options for Bitcoin exposure, and what belongs in Statement of Advice documentation.
For your
professional record.
FAAA accreditation 36157 · Foundation learning rating
Technical competence2.0 hours
Regulatory compliance & consumer protection0.5 hours
General2.5 hours
Total awarded CPD5.0 hours
Approval period: 25 August 2026 to 25 August 2027, as supplied in the accreditation documents. Acceptance remains subject to your licensee’s CPD policy.
HOW YOU’LL LEARNA clear structure.
A clear structure.
At your own pace.
Work through the lessons
Follow the six modules in sequence to build context before examining Bitcoin and its implications for advisers.
Check your understanding
The course concludes with a 15-question multiple-choice assessment. Apply what you learned throughout the modules.
Document your learning
Receive a completion certificate once you meet the course requirements. Check the CPD breakdown above against your licensee’s policy.
The assessment is multiple choice, with a pass mark of 75 percent and up to three attempts. Access runs for 12 months from enrolment.
YOUR COURSE PROVIDEREducation from
Education from
BlockWise.
BlockWise is led by Michael Paige and Thomas Mullett. This course brings its Bitcoin education offering into a structured learning format for financial advisers.
The focus is understanding and critical examination. Completing the course does not extend your professional authorisations or require you to recommend Bitcoin.
Private consulting is a separate service and is not included in course enrolment.
Before you enrol
Choose with confidence.
Do I need prior Bitcoin knowledge?
No. The course starts with the fundamentals and builds towards institutional research and the adviser’s role.
What does the price include?
A$495 covers six modules, the assessment, a certificate on meeting the requirements, client-conversation prompts and a file-note template. Access lasts 12 months from enrolment. It is a one-off payment, with no subscription.
Can I fit this around my practice?
The course is self-paced. Use your learner account to return to the lessons during your 12-month access period.
What if the course is not right for me?
Request a refund within 7 days of purchase if you have spent less than one hour working through the course material and have not claimed a certificate. This does not affect your rights under the Australian Consumer Law. Email michael@blockwise.au.
BITCOIN FOR FINANCIAL ADVISERSUnderstand Bitcoin.
Understand Bitcoin.
Provide informed advice.
Explore the curriculum, review the CPD details and take the next step in your Bitcoin education.
Enrol in the course →A$495, one payment, with 12 months’ access from enrolment. Refunds are available within 7 days of purchase if you have spent less than one hour working through the course material and have not claimed a certificate. This does not affect your rights under the Australian Consumer Law.
Questions or refund requests: michael@blockwise.au