Trauma & Money — Financial Adviser AU CPD 1
Continuing Professional Development for financial advisers, planners and wealth advisers who want to confidently navigate the emotional and psychological dimensions of money in client conversations. Learn how financial behaviours, beliefs and stress responses are shaped by unresolved trauma.
Launch sale — save AU$799
Accreditation and CPD hours
This course is recognised by the Financial Advice Association of Australia (FAAA) and structured to meet your legislated CPD categories.
FAAA CPD approved— #34485
11 CPD points
| Category | Hours | Requirement |
|---|---|---|
| Professionalism and ethics | 6.75 hours | Ethics |
| Client care and practice | 4.25 hours | Client engagement |
Registered in Australia.
Who this course is for
This is for you if
- You are a financial adviser, planner or wealth advisor registered in Australia
- You want to understand the emotional and nervous-system drivers behind client financial behaviour
- You need practical tools to hold sensitive money conversations without stepping outside your scope
Not for you if
- —You are looking only for technical investment or product advice — this is about the human side of advice
- —You are not registered or practising in Australia and need local accreditation (see the regional variants above)
- —You want a quick tip-sheet rather than a structured, evidence-based training program
What you'll be able to do
Understand how trauma shapes financial behaviour
Recognise emotional and nervous system responses in client money conversations.
Support clients who feel overwhelmed, avoidant or reactive
Explore the links between money, identity, security and relational dynamics.
Hold sensitive financial conversations with confidence
Apply a trauma-informed, client-centred approach to financial advice.
Meet legislated ethics CPD obligations
Apply ethical frameworks to real-world scenarios where clients are distressed, dysregulated or at capacity.
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
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.
- 8 chapters and 57 lessons across audio, video, transcript and PDF formats
- Downloadable quick-reference guides, scripts and worksheets
- Case-study mini-packs and roleplay scenarios
- Self-check tools, reflective exercises and action planners
- End-of-module assessments to lock in your learning
- Lifetime access — online, self-paced, 24/7
- Certificate of completion
Full course curriculum
8 chapters · 57 lessons · audio, video, transcripts, worksheets and assessments
What learners say
“The Trauma & Money course has fundamentally shifted the way I work with clients. As advisers, we're trained in strategy and compliance — but not in the emotional realities that drive financial behaviour. This course filled that gap brilliantly. It gave me a clear, practical framework for recognising trauma responses in clients and responding in a way that feels ethical, grounded, and human. I'm already seeing deeper trust, better engagement, and more sustainable outcomes. Every adviser who works with clients in distress should do this training.”
Verified financial adviser
“This course connected the dots in a way no other CPD has. I've always sensed there was more behind clients' decisions than numbers or strategy, and this training finally gave me the framework to understand it. Practical, relatable, and immediately useful.”
Verified financial adviser
“This course opened my eyes to the deeper forces shaping client behaviour. It was engaging, practical, and immediately useful. A brilliant resource for those who want to understand their clients on a whole new level.”
Verified financial adviser
“The course gave me a completely new way of seeing my clients. Understanding trauma responses has made my advice conversations calmer, clearer, and far more effective.”
Verified financial adviser
“This course helped me finally understand what's really behind many client behaviours. It's practical, insightful, and has already changed the way I show up in client meetings. Trauma-informed practice should be standard for every adviser.”
Verified financial adviser
“The content is engaging, evidence-based, and immediately applicable to advice work.”
Verified financial adviser
“One of the few ethics courses that actually feels relevant to real client work.”
Verified financial adviser
“Impactful course that made the ethics requirements feel genuinely valuable. Highly recommended.”
Verified financial adviser
“Comprehensive and appliable.”
Verified financial adviser
“Recommend for FAs”
Verified financial adviser
“Recommend to any advisor”
Verified financial adviser
“Would recommend course.”
Verified financial adviser
Questions about this course
- How many CPD points does this course give me?
- Trauma & Money Financial Adviser AU CPD 1 is an FAAA accredited CPD activity (#34485) worth 11 CPD points: 6.75 hours in Professionalism and ethics and 4.25 hours in Client care and practice.
- Does the ethics component meet my legislated CPD requirement?
- Yes. The 6.75 hours in Professionalism and ethics are mapped to the FAAA ethics category, and the 4.25 hours in Client care and practice support client engagement obligations.
- How long do I have access?
- You get lifetime access from the date of enrolment. The course is fully online and self-paced, so you can complete it across multiple sittings.
- Can I try before I buy?
- Yes. Several lessons are available as a free preview — no payment details required. Click the Free preview button on this page or the sticky bar to open Thinkific.
- Is there a payment plan?
- Yes. You can pay AU$579 upfront (currently reduced from AU$799) or split it into two payments of AU$289.50.
- What if I am not a financial adviser?
- This version is accredited specifically for Australian financial advisers and planners. If you are a financial counsellor or therapist, look at the equivalent course for your profession on the All courses page.
Related courses
Other Procovo training in trauma & money and for the same professions.
Australia · CPD accredited
Trauma & Money — Financial Adviser AU CPD 2
The next stage of trauma-informed CPD for advisers and planners.
Worldwide · Certificate
Trauma Informed Financial Wellbeing Certificate
A professional development certificate for psychotherapeutic, financial, mental health and social support professionals worldwide.
Worldwide · Professional development
Trauma & Money Foundations
Professional development for financial professionals — no CPD or CEU credits, 7 chapters and 53 lessons.
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 Adviser AU CPD 1
AU$579 · or 2 × AU$289.50 · 11 CPD points