Trauma & Money — Financial Adviser AU CPD 2
Builds on CPD 1 with deeper practice application for financial advisers and planners who want to enhance client financial wellbeing and become a leader in this field.
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
Deepen your trauma-informed advice practice
Extend the frameworks introduced in CPD 1 into more complex client presentations.
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
- Does this count toward my CPD obligations?
- Yes. Trauma & Money Financial Adviser AU CPD 1 is an FAAA accredited activity (#34485) worth 11 CPD points, split across Professionalism and ethics (6.75 hours) and Client care and practice (4.25 hours).
- How long will it take?
- Eight chapters and 57 lessons, fully self-paced and online. Most advisers work through it across a few sittings.
Related courses
Other Procovo training in trauma & money and for the same professions.
Australia · CPD accredited
Trauma & Money — Financial Adviser AU CPD 1
11 accredited CPD points for Australian financial 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.
Ready to use this in your practice?
Enrol now for immediate access to the full course, resources and certificate of completion.
Financial Adviser AU CPD 2
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