Trauma & Money Essentials
For mental health professionals who want to learn how trauma shapes financial behaviour, and how to work with money as a survival issue through a trauma informed, somatic and psychologically grounded approach.
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Certificate of professional development
Not an accredited CPD or CEU activity
Who this course is for
This is for you if
- Professionals and practitioners who support clients around money
- You want to understand how trauma shapes money behaviour and support clients safely
- You want a structured, evidence-based training program you can complete at your own pace
Not for you if
- —You need a regulated financial product or investment advice course
- —You want formal CPD or CEU accreditation and this is not an accredited activity
- —You want a quick checklist rather than a structured training program
What you'll be able to do
Work with money as a survival issue
A trauma informed, somatic and psychologically grounded approach for therapists.
Why trauma-informed advice matters
Financial advice does not just move money — it moves lives. When clients are dysregulated, distressed or at capacity, standard technical advice can miss the mark. This course helps you recognise the nervous-system imprint of trauma on financial decision-making and respond with professionalism, integrity and care.
Grounded in FAAA-accredited CPD requirements, it gives you ethical frameworks, decision-making tools and practical scripts to keep clients engaged without stepping outside your professional scope.
Built around real advice practice
- Case-study mini-packs and roleplay scripts for difficult conversations
- Safety checkpoints and referral flowcharts so you know when to refer on
- Reflective exercises on bias, stereotypes and ethical boundaries
- Vicarious-trauma and burnout trackers to protect your own wellbeing
Questions about this course
- I'm not a financial professional — is this for me?
- Yes. The Trauma Informed Financial Wellbeing Certificate is designed for therapeutic as well as financial professionals. No financial qualification is assumed.
- What will I actually be able to do?
- Identify trauma responses presenting as financial behaviour, work with intergenerational financial patterns, and apply evidence-based interventions that rebuild client financial resilience.
- Will this push me outside my scope of practice?
- No. The training is explicit about the line between therapeutic work and regulated financial advice, and gives you language for referring on when a client needs an adviser or financial counsellor.
- Is it accredited for my registration?
- The certificate is professional training rather than an accredited CPD or CEU activity in every jurisdiction. Many associations accept it as self-directed professional development — check your own association's rules before claiming.
- How somatic is the material?
- The core model treats financial behaviour as a nervous system state — freeze, fight, fawn, collapse — and gives you regulation-first sequencing before any practical money work.
- Do I need a financial background?
- No. No financial qualification is assumed, and nothing in the training asks you to give financial advice.
Related courses
Other Procovo training in trauma & money and for the same professions.
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Trauma Informed Financial Wellbeing Certificate
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Ready to use this in your practice?
Enrol now for immediate access to the full course, resources and certificate of completion.
Trauma & Money Essentials
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