Strategy Call - Application - Crypto Consulting Institute

Where did you first hear about CCI?(Required)

Help us understand how you found your way to CCI.

Which best describes your current situation?(Required)

Actively investing with capital allocated

Preparing to invest within the next 90 days

Just researching at this stage

Tell us where you are right now and we will point you to the right starting place.

Where are you at right now, and what are you trying to do next?(Required)

Still building my wealth, and I want to accelerate while I have time on my side

Financially established, and my focus now is protecting what I've built

Financially comfortable, and looking for something beyond property, shares and cash

Approaching retirement, and I need my portfolio to hold up

Retired, and I need my capital to stay ahead of inflation

Every investor enters the cycle from a different position. Tell us yours and we'll meet you there.

How would you describe your current investment approach?(Required)

Mostly property and super or retirement accounts

Spread across property, shares and cash

I already hold some digital assets

Concentrated heavily in one area

Choose the option that best reflects how your capital sits today.

Roughly how much do you currently have invested across the markets?(Required)

Under $50K

$50K to $250K

$250K to $500K

$500K to $1M

More than $1M

Ranges are fine, we're just getting a feel for scale. Think investments rather than the home you live in.

And how much of that is currently in digital assets?(Required)

Under $50K

$50K to $100K

$100K to $250K

More than $250K

This isn't a commitment. It simply helps us understand your capacity.

If you had complete conviction in your approach, how much could you realistically commit to digital assets over the next 12 months?(Required)

Under $50K

$50K to $100K

$100K to $250K

More than $250K

This isn't a commitment. It simply helps us understand your capacity.

Which of these is on your mind most for the next 12 months?(Required)

Cash and bonds losing ground to inflation

A sharp correction across global markets wiping out years of progress

Being left behind as institutions reposition into digital assets

Standing still while the opportunity window narrows

What concerns you most shapes where we'd start with you.

What's changed recently that's made you look at this now?(Required)

Something prompted you to fill this in today rather than next year. That's what we want to hear about.

Do you have clarity on your investor profile and strategies that are relevant for your particular risk profile?(Required)

Yes

By investor profile, we mean your risk tolerance, time horizon, and capital position.

On a scale of 0 to 10, how much conviction do you have in your ability to navigate these markets on your own?(Required)

Be honest with yourself. 0 is no conviction at all, 10 is complete conviction.

And has your performance so far actually reflected that?(Required)

Yes, my results have backed up my confidence.

Roughly break-even, I'm not really ahead or behind.

Not really, I've made less than I hoped or lost ground.

I honestly couldn't tell you, I don't track it closely.

Be honest with yourself here. It's the most useful answer you'll give.

What outcome would make this call valuable for you?(Required)

Tell us what a good result looks like for you, the thing that'd make you glad you showed up. When we know that going in, we spend the call on what actually matters to you.

Which best describes your readiness to act if there is alignment?(Required)

I'm actively evaluating next steps now

I'm open but still considering options

I'm just gathering information

Tell us how prepared you feel to commit time, focus, and capital to the journey if accepted.

Do you make financial decisions independently, or with someone else?(Required)

Independently

With someone else

Whether you decide solo or alongside a partner, knowing this helps us tailor the right path for you.

Disclaimer

We encourage you to have all relevant parties present on the call, ensuring everyone gains a clear understanding of the process first-hand rather than relying on second-hand information.

Where should we send your call confirmation and preparation notes?

We'll text you a reminder the day before. It's the single best thing we do to make sure nobody loses their spot.

Email Address(Required)

Mobile Number(Required)

And who are we speaking with?

Tell us your first and last name and we'll take it from here.

First Name(Required)

Last Name(Required)

Before you pick a time

One thing before you choose a time.

Around 28% of the calls we hold each week are booked by people who never show up and never respond. We keep a limited number of these sessions open, and when someone books and doesn't attend, that spot goes to nobody at all.

So if you're ready to have a real conversation about where your results are coming from, book in and we'll make it worth your time. If now isn't the moment, that's genuinely fine and no explanation is needed. Take the free resources below, and come back when it is.

Attendance commitment(Required)

I understand this call is reserved specifically for me and I commit to attending on time. I will reschedule in advance if I need to.

Strategy Call(Required)

Book Your Strategy Call Today

Choose a time that works for you. Limited spots are available each week.

Your Strategy Call with CCI

In this 45 to 60 minute strategy call, one of our analysts will assess your goals, your portfolio, and whether your current approach is strategically aligned.

If there is a strong fit, they will explain what working with CCI, the top-rated education provider on Trustpilot, looks like and outline the next steps.

You can expect to leave the call with clear direction and a confident decision on whether moving forward makes sense.

Lock in a time that suits you and get expert guidance from our analyst team.

Session times are displayed in your local time zone. Please double-check the scheduled time to avoid any mix-ups.

Apply for Your Strategy Call Now!

Book Your Strategy Call Today

Your Strategy Call with CCI