Trauma Informed Financial Wellbeing Certificate
A worldwide, non-accredited certificate for financial advice, financial counseling and money coaching professionals. Learn a trauma-informed financial wellbeing approach to build psychological safety, recognise how trauma shows up in money behaviour, and use evidence-based interventions that support financial recovery and resilience.
On sale — was AU$1299, now AU$829
Certificate of professional development
Not an accredited CPD or CEU activity
This is a professional development certificate. It does not carry CPD, CEU or CE credits. You receive a certificate of completion from the Procovo Institute. If you need accredited hours, see our profession-specific CPD and CEU courses.
Who this course is for
This is for you if
- You are a financial adviser, financial counsellor or counselor, money coach, financial educator or financial wellbeing practitioner
- You want a practical, evidence-based framework for working safely with trauma and money in financial practice
- You work with clients who are financially overwhelmed, avoidant, stuck in shame or living with chronic money stress
Not for you if
- —You are looking for a regulated financial product or investment advice course
- —You need formal CPD or CEU accreditation — this is a professional development certificate, not an accredited activity
- —You want a quick checklist rather than a structured 5-chapter, 44-lesson training program
What you'll be able to do
Work across financial practice
Apply a trauma-informed financial wellbeing lens that is relevant to financial advice, financial counseling and money coaching contexts.
Recognise trauma in financial behaviour
Identify how developmental, complex and shock trauma show up in money patterns, avoidance, shame and chronic financial stress.
Build psychological safety and recovery
Use evidence-based strategies and practical interventions that help clients rebuild financial resilience without re-traumatising them.
Extend the scope of your practice
Add a specialist capability that distinguishes your work and supports clients who are financially stuck or overwhelmed.
Why trauma-informed financial wellbeing matters
Financial distress is not just a numbers problem. For many clients, it is a survival issue shaped by trauma, shame and nervous system responses that advice-only or therapy-only approaches can miss. This course gives you a shared language and practical framework to work with the emotional and psychological dimensions of money safely, across disciplines.
Grounded in trauma theory, somatic awareness and financial wellbeing practice, it helps you build psychological safety, recognise when money behaviour is a trauma response, and choose interventions that support recovery rather than compliance.
Built for financial practice
- Practical tools for financial advice, financial counseling and money coaching professionals
- Evidence-based trauma-informed financial wellbeing strategies
- Somatic and psychological safety frameworks
- Case studies and reflective exercises that translate across settings
- Clear guidance on scope, boundaries and when to refer on
What you get
Every enrolment includes lifetime access to the full course library, practical tools you can use in client meetings, and a certificate of completion.
- 5 chapters and 44 lessons across audio, transcript and downloadable formats
- Worksheets for trauma categories, recovery phases and nervous system snapshots
- Quick guides, tip sheets and intervention frameworks
- Case studies and reflective exercises drawn from financial practice
- Psychological safety and client readiness tools
- Self-reflection prompts for professional practice and supervision
- Lifetime access — online, self-paced, 24/7
- Certificate of completion
Course curriculum
5 chapters · Self-paced · audio, video, transcripts, worksheets and assessments
01Trauma Informed Financial Wellbeing — Introduction15 lessons
- Welcome
- Introduction — Trauma and the nervous system (eBook)
- Introduction — Trauma and the nervous system — additional viewing, Master Series
- Module 1 — What is trauma informed financial wellbeing (audio)
- Module 1 — What is trauma informed financial wellbeing (eBook)
- Module 2 — The impact of trauma on personal finances (audio)
- Module 2 — Quick reference: trauma's impact on finances (eBook)
- Module 3 — Somatic approach to money (audio)
- Module 3 — Somatic approach to money (eBook)
- Module 4 — Money and the threat response: threat, survival and thriving (audio)
- Module 4 — Money and the threat response: threat, survival and thriving (eBook)
- Module 5 — Psychological safety and money (audio)
- Module 5 — Psychological safety and money (eBook)
- Module 6 — Working in a financially therapeutic way (audio)
- Module 6 — Working in a financially therapeutic way (eBook)
02Trauma & Financial Capability21 lessons
- Module 7 — Trauma categories: developmental, complex and shock (audio)
- Module 7 — Trauma categories: developmental, complex and shock (eBook)
- Module 8 — Working with trauma categories in financial capability (audio)
- Module 8 — Working with trauma categories in financial capability (eBook)
- Module 9 — Adverse Childhood Experiences (audio)
- Module 9 — Adverse Childhood Experiences (eBook)
- Module 10 — Complex trauma and financial capability (audio)
- Module 10 — Complex trauma (eBook)
- Module 11 — Gender trauma and money (audio)
- Module 11 — Gender trauma and money (eBook)
- Module 11 — Gender trauma: additional reading, Healthy Aggression
- Module 12 — Ethnic and racial trauma (eBook)
- Module 12 — Additional reading: ethnic minorities and financial exclusion
- Module 13 — Social trauma: economic, war, famine, pandemic, cultural and political (eBook)
- Module 14 — Intergenerational trauma (eBook)
- Module 14 — Trauma effects in the body chemistry of the next generation
- Module 15 — Familial trauma: parental death, divorce and single parenting (eBook)
- Module 16 — Intergenerational poverty, trauma and financial capability (eBook)
- Module 17 — Debilitating wealth (eBook)
- Module 18 — Money as trauma: primogeniture (eBook)
- Module 19 — Shock trauma and money (eBook)
03Scope of Trauma Informed Financial Wellbeing1 lessons
- Module 20 — Nurturing psychological safety and money
04Clinical Papers6 lessons
- Multigenerational Modeling of Money Management
- Financial Literacy, Financial Education and Downstream Financial Behaviors
- Financial Stress, Financial Literacy, Counselling and the Risk of Homelessness
- Does Self Control Predict Financial Behavior and Financial Wellbeing
- I Wish I'd Known Sooner: The Impact of Financial Counselling on Debt Resolution and Personal Wellbeing
- Dynamics of Debt for Low Income Families
05Articles1 lessons
- Trauma effects may linger in body chemistry of the next generation
Testimonials and outcomes
What learners say
“One of the best courses on trauma I have ever done.”
“Very happy that I have taken this course. Have an in-depth understanding of this vital work.”
“Very comprehensive course — great info.”
Questions about this course
- Is this course accredited for CPD or CEU credits?
- No. The Trauma Informed Financial Wellbeing Certificate is a professional development certificate, not an accredited CPD or CEU activity. Many associations accept it as self-directed professional development — check with your own association before claiming.
- Who is this course for?
- Financial advisers, financial counsellors and counselors, money coaches, financial educators and financial wellbeing practitioners. It is designed for a worldwide audience.
- Can I enrol from anywhere in the world?
- Yes. It is fully online, self-paced and available worldwide. There are no regional restrictions.
- How long do I have access?
- Lifetime access from the date of enrolment. You can complete it across multiple sittings at your own pace.
- What will I receive when I finish?
- A certificate of completion from the Procovo Institute recognising your professional development in trauma-informed financial wellbeing.
- Will I learn to give financial advice?
- No. The course helps you work with the psychological and trauma dimensions of money within your existing scope, and is clear about when to refer to a regulated financial professional.
Related courses
Other Procovo training in trauma & money and for the same professions.
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Australia · CPD accredited
Trauma & Money — Financial Adviser AU CPD
11 accredited CPD points for Australian financial advisers and planners.
Further reading
Try the first lessons free
Every accredited course opens with a free preview — no card, no commitment. See the teaching style before you enrol.
Financial Wellbeing Certificate
AU$829 · or 4 × AU$210