Evaluating Digital Assets, Bitcoin & Blockchain for Clients

An IBF-FTS funded half-day workshop for wealth managers, bankers, and financial advisers in Singapore.

IBF-FTS funded

4 CPD hours

Half Day

Bitcoin and blockchain are no longer fringe topics in wealth management — they’re questions your clients are already asking. Digital assets represent a fundamentally different asset class: decentralised, volatile, regulatory-uncertain, and increasingly mainstream. For wealth managers, bankers, and financial advisers, the challenge isn’t whether to have these conversations — it’s whether you can have them with enough clarity and confidence to guide clients well. As institutional adoption grows and client curiosity increases, advisors who can explain crypto accurately, assess it rigorously, and advise on it responsibly will be distinctly better positioned.

Dates

No program dates are available yet.

Duration

1 Day

CPD Hours

Program Fee

S$550

Early Bird: 10% Discount

Choose your session

Pick a date that works for you. A confirmation email with venue details will be sent closer to the date

No open dates found for this course.

What are digital assets — and why do your clients want to talk about them?

Bitcoin crossed US$100,000 in late 2024. Spot Bitcoin ETFs launched in the US and attracted billions in inflows. Central banks are piloting digital currencies. And your clients — from millennials to seasoned business owners — are asking questions you may not yet feel fully equipped to answer. The challenge isn’t the technology itself. It’s being able to explain it clearly, assess it honestly, and advise on it responsibly.

This workshop is built specifically for wealth managers, bankers, and financial advisers who want to engage with digital asset conversations from a position of genuine understanding — not scripted deflection. Three modules, grounded in real advisory scenarios and role plays, give you the knowledge and communication tools to guide informed, balanced client discussions.

47%

of HNW clients hold or are considering crypto exposure

Capgemini World Wealth Report, 2024

S$94B

flowed into US spot Bitcoin ETFs in their first year (2024)

Bloomberg Intelligence, 2024

68%

of advisors say clients have asked about crypto — but few feel prepared

CFA Institute Survey, 2023

Who should attend this workshop?

Wealth Managers

Bankers

Financial Advisers

What will you walk away with?

By the end of the session, you’ll have moved from uncertainty to advisable confidence on digital assets. Specifically, you’ll be able to:

Guide clients to understand Bitcoin and blockchain through clear, relatable explanations — translating technical concepts into language that's accessible without being oversimplified.

Identify and evaluate the risks and potential of cryptocurrency investments — covering volatility, regulatory uncertainty, custody risk, and the legitimate growth case — to support genuinely informed client decisions.

Design crypto portfolio considerations that diversify and strengthen client portfolios — applying structured frameworks to determine when, how much, and for which client profiles digital assets may be appropriate.

Address common client misconceptions with clarity and confidence — from "Bitcoin is just speculation" to "blockchain is only for criminals" — with balanced, evidence-based responses.

Stay ahead of emerging trends in blockchain applications — from tokenisation of real-world assets to CBDCs — so your advisory conversations remain relevant as the landscape evolves.

What does the program cover?

Three modules covering the full arc from foundational understanding to portfolio application — practised through advisor-client role plays that mirror real conversations you’ll have.

Simplify Bitcoin & Blockchain

Demystify digital asset concepts for clients — understanding what Bitcoin is, how blockchain works, and how these differ from traditional financial instruments in ways meaningful to ordinary investors.
Communicate cryptocurrency fundamentals in client-friendly terms — developing language that is accurate, balanced, and accessible, without jargon that makes clients tune out.
Address client misconceptions with clarity and confidence — tackling common objections (speculation, criminal use, environmental impact, valuelessness) with evidence-based, measured responses.

Assess Risks & Opportunities

Evaluate the volatility, regulatory risks, and growth potential of cryptocurrency — building a structured assessment framework applicable to any digital asset conversation.
Present balanced insights to guide informed investment decisions — going beyond hype and fear to give clients a genuinely even-handed picture of the risk-return profile of digital assets.
Stay ahead of trends in blockchain applications — tokenisation of real-world assets, DeFi, NFT evolution, and CBDCs — so your advisory conversations remain current.

Enhance Portfolios

Integrate Bitcoin and blockchain into portfolio strategy considerations — applying a structured suitability framework to determine when digital assets may be appropriate, for which clients, and at what allocation levels.
Present successful case studies of cryptocurrency-driven portfolio outcomes — understanding what has worked, what hasn’t, and why — to give clients context beyond price charts.
Demonstrate leadership in advising on emerging financial trends — positioning yourself as a forward-thinking advisor who helps clients navigate new financial territory thoughtfully.

Why attend this workshop?

Foundational clarity

Most advisors know enough about Bitcoin to feel uncomfortable — not enough to feel confident. This workshop closes that gap with a structured, advisor-centric framework covering the concepts, risks, and portfolio considerations you actually need.

Practical application

The core learning method is role play — simulated adviser-client conversations with live coaching and feedback. You’ll practice explaining crypto clearly, handling objections, and presenting balanced risk assessments in realistic scenarios.

Future readiness

Bitcoin ETFs. Tokenised assets. CBDCs. These aren’t distant futures — they’re happening now. Advisors who engage with digital assets seriously today will be ahead of clients, peers, and regulators who are still catching up.

Is this workshop IBF-funded?

This program is accredited under the IBF Financial Training Scheme (IBF-FTS), which subsidises up to 70% of the program fee for eligible Singaporeans and Permanent Residents employed in the financial services sector.
TGS Reference Number: TGS number: TGS-2025059645

Frequently asked questions

Do I need a technical background to attend?

No. This workshop is designed for client-facing financial professionals — not blockchain developers or crypto traders. The focus is on building advisory confidence: how to explain digital assets clearly, assess their risks appropriately, and guide clients. No prior cryptocurrency knowledge is required.

What does IBF-FTS funding cover?

The Financial Training Scheme (IBF-FTS) provides up to 70% course fee subsidy for eligible Singapore Citizens and Permanent Residents, subject to a cap of S$500 per candidate per course. At a fee of S$550, the effective subsidy is S$385 (70%), leaving a net fee of S$165.

How many CPD hours will I earn?

You’ll earn 4 CPD hours upon completion. This program is also eligible for CACS CPD — completion can be counted towards the non-STS portion of your CACS CPD requirements.

Does the workshop cover how to actually recommend crypto to clients?

The focus is on equipping you to have well-informed, balanced advisory conversations — not on making specific investment recommendations. You’ll leave knowing how to explain digital assets clearly, assess risks objectively, and apply a suitability framework. Actual product recommendations depend on your institution’s regulatory framework.

What blockchain topics beyond Bitcoin are covered?

The workshop covers Bitcoin in depth, plus blockchain applications — tokenisation of real-world assets (RWAs), CBDCs, DeFi fundamentals, and NFT evolution. The focus is on what’s relevant to wealth management and client advisory, not technical implementation.

Where is the workshop held?

In-person at a hotel venue in Singapore. The exact address is confirmed and sent to registered participants by email closer to the session date.

Can my company register multiple participants?

Yes. Group registrations are handled directly by Penny Tang at penny.tang@momenta.biz or +65 9003 2890.

What is the cancellation and refund policy?

Please contact us at contact@momenta.biz or call +65 8613 5868. Substitutions are generally accepted at no additional charge.

Ready to join us?

Select your preferred session and complete the short form below. We’ll confirm your place and send venue details closer to the date.

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