Trauma Informed Financial Wellbeing Certificate
A worldwide, non-accredited certificate for psychotherapists, financial professionals, mental health workers and social support workforce. 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.
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 psychotherapist, counsellor, financial professional, mental health worker, somatic practitioner, money coach, educator or social support worker
- You want a practical, evidence-based framework for working safely with trauma and money across disciplines
- 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 disciplines
Apply a trauma-informed financial wellbeing lens that is relevant to therapeutic, financial, mental health and social support 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 cross-disciplinary practice
- Practical tools for therapists, financial professionals, mental health workers and social support staff
- 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 cross-disciplinary 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
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?
- Psychotherapists, counsellors, financial professionals, mental health workers, somatic practitioners, money coaches, educators and social support workforce. 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.
Worldwide · Professional development
Trauma & Money Foundations
Professional development for financial professionals — no CPD or CEU credits, 7 chapters and 53 lessons.
.png?width=600)
Worldwide · Vocational
Trauma & Money Essentials
For mental health professionals working with money as a survival issue.
Australia · CPD accredited
Trauma & Money — Financial Adviser AU CPD 1
11 accredited CPD points for Australian financial advisers and planners.
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