Trauma Informed Financial Wellbeing Certificate for Mental Health Professionals
A worldwide professional development certificate for psychotherapeutic and mental health professionals. Learn a trauma-informed financial wellbeing approach: recognise how developmental, complex and shock trauma show up in clients' money behaviour, build psychological safety around financial conversations, and apply evidence-based interventions that support financial recovery and resilience — without leaving your clinical scope.

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. Check with your local association to apply accreditation CPD or CE credits for any of the Procovo courses and trainings.
Who this course is for
This is for you if
- You are a psychologist, psychotherapist, counsellor, social worker or mental health professional
- You see money stress, avoidance or shame in the room but lack a framework for working with it safely
- You want a structured, evidence-based way to address the trauma of money without drifting into financial advice
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
Bring money into the therapy room
Recognise how developmental, complex and shock trauma present in clients' money patterns, avoidance, shame and chronic financial stress — and open the conversation safely.
Work with the nervous system around money
Apply somatic and threat-response frameworks to financial behaviour, so money work supports regulation rather than overwhelm.
Build psychological safety and recovery
Use evidence-based interventions that help clients rebuild financial resilience without re-traumatising them.
Extend your practice, keep your scope
Work in a financially therapeutic way within your existing role, with clear guidance on boundaries and when to refer to a regulated financial professional.
Why money belongs in mental health practice
Financial distress is rarely just a numbers problem. For many clients it is a survival issue shaped by trauma, shame and nervous system responses — and it surfaces in therapy whether or not it is named. This course gives mental health professionals a shared language and practical framework for working with the emotional and psychological dimensions of money safely.
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 — all within your existing clinical scope.
Built for psychotherapeutic and mental health practice
- Practical tools for psychologists, psychotherapists, counsellors and mental health teams
- Evidence-based trauma-informed financial wellbeing strategies
- Somatic and psychological safety frameworks
- Case studies and reflective exercises drawn from clinical and community 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
Course curriculum
5 chapters · Self-paced · audio, video, transcripts, worksheets and assessments
- 01Trauma Informed Financial Wellbeing — Introduction
- 02Trauma & Financial Capability
- 03Scope of Trauma Informed Financial Wellbeing
- 04Clinical Papers
- 05Articles
Testimonials and outcomes
5.0 / 5
Average rating from verified learner reviews
44 lessons
Across 5 structured chapters — audio, transcript and eBook
100%
Online and self-paced, with lifetime access
1 framework
A repeatable, trauma-informed approach you can use in session immediately
What learners say
“One of the best courses on trauma I have ever done.”
Verified learner
“Very happy that I have taken this course. Have an in-depth understanding of this vital work.”
Verified learner
“Very comprehensive course — great info.”
Verified learner
Questions about this course
- Is this the same course as the cross-disciplinary Wellbeing Certificate?
- Yes — the curriculum, lessons and materials are identical. This edition is branded for psychotherapeutic and mental health professionals, while the cross-disciplinary edition serves financial and social support professionals. Enrol in the edition that matches your practice.
- 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 local association to apply accreditation CPD or CE credits for any of the Procovo courses and trainings.
- Who is this course for?
- Psychologists, psychotherapists, counsellors, social workers, mental health nurses and community mental health teams. 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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Worldwide · Vocational
Trauma & Money Essentials
For mental health professionals working with money as a survival issue.

Worldwide · Certificate
Trauma Informed Financial Wellbeing Certificate
A professional development certificate for financial advice, financial counseling and money coaching professionals worldwide.

Worldwide · Certificate
Trauma & Money Foundations
Professional development for financial professionals — no CPD or CEU credits, 7 chapters and 53 lessons.
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.
Wellbeing Certificate — Mental Health
AU$829 · or 4 × AU$210