Trauma & Money — Financial Counselor US CEU 1
An AFCPE accredited course designed specifically for financial counselors who want to deepen their understanding of how trauma impacts financial behavior. Explore how unresolved trauma shapes clients' financial patterns, beliefs and cognitive responses, and gain practical tools to support clients whose money challenges are rooted in complex emotional and psychological histories.
Practising outside USA?
This course is accredited for USA. The equivalent for your region: Financial Counsellor CPD 1 (Australia, CPD accredited)
Accreditation and CPD hours
This course is approved by AFCPE for 6.0 CEUs for AFC professionals. If you practise outside the United States, check with your local association about claiming credits.
AFCPE approved
6.0 CEUs
| Category | Hours | Requirement |
|---|---|---|
| Trauma informed financial counseling practice | 6.0 CEUs | AFC professional development |
Approved by AFCPE for 6.0 CEUs for AFC professionals. Outside the United States, check with your local association about claiming credits.
Who this course is for
This is for you if
- For Accredited Financial Counselors (AFC) practising in the United States
- 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 financial trauma safely
Navigate complex client presentations with greater clarity using the trauma recovery phase model.
Build trust and client resilience
Align financial strategies with a client's emotional capacity and nervous system state.
Spot trauma-based financial patterns
Identify avoidance, overspending, control and chronic scarcity — and respond without stepping outside your scope.
Reduce burnout and vicarious trauma
Learn sustainable approaches to your own professional wellbeing, boundaries and consent.
Integrating trauma informed practice into financial counseling
Financial counseling rarely sits neatly in the numbers. When a client is in crisis, their nervous system — not their budget — is often driving the conversation. This course helps you recognize the imprint of trauma on financial behavior and respond in a way that keeps clients safe, engaged and in control.
It blends current research with real-world practice so you can integrate trauma informed approaches into your existing framework — without stepping outside your scope of practice. This is not budgeting training; it is about understanding the emotional and nervous system imprint of trauma as it relates to money.
Built around real financial counseling practice
- The trauma recovery phase model applied to financial casework
- Calming and regulating language, plus safety checkpoints for sessions
- Case studies on trauma categories and neurodivergence overlap
- Capacity mapping and dignity of risk guides for complex clients
- Self-reflection prompts for supervision and burnout prevention
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 49 lessons across audio, transcript and downloadable formats
- Worksheets for recovery phase mapping, capacity mapping and nervous system snapshots
- Quick guides, tip sheets and calming/regulating language scripts
- Case studies drawn from real financial counseling presentations
- Stabilization, resourcing and client recovery toolkits
- Self-reflection prompts for individual practice and team supervision
- Lifetime access — online, self-paced, 24/7
- Certificate of completion
Full course curriculum
8 chapters · 49 lessons · audio, video, transcripts, worksheets and assessments
- 01Introduction — Trauma Informed Financial Counseling (audio)Free preview
- 02Self-Check Tool — What Do I Bring Into the Room?Free preview
- 03Worksheet — Reflective Practice Log
Questions about this course
- How many CEUs does this course give me?
- Trauma & Money Financial Counselor US CEU 1 is AFCPE approved for 6.0 CEUs for AFC professionals, delivered across 8 chapters and 49 lessons.
- Why is the price in Australian dollars?
- Procovo is an Australian training provider, so checkout is in AUD. AU$255 converts to approximately US$180 — your card issuer handles the conversion at the time of purchase.
- Can I claim these credits outside the United States?
- This course is designed for US Accredited Financial Counselors. If you practise elsewhere, see our country-specific courses or check with your local association about claiming credits.
- Does this take me outside my scope of practice?
- No. The course supports you to integrate trauma informed approaches into your existing framework and is explicit about the line between counseling and therapeutic work, including when to refer on.
- Is this just budgeting tools?
- No. It focuses on the emotional and nervous system imprint of trauma as it relates to money, and how to support clients safely in changing their relationship with it.
- How long do I have access?
- Lifetime access from the date of enrolment. The course is fully online and self-paced, so you can complete it across multiple sittings.
Related courses
Other Procovo training in trauma & money and for the same professions.
Australia · CPD accredited
Trauma & Money — Financial Counsellor CPD 1
6 accredited CPD credits for Australian financial counsellors.
Australia · CPD accredited
Trauma & Money — Financial Counsellor CPD 2
Advanced CPD-accredited training for financial counsellors ready to move beyond the foundations.
Worldwide · Certificate
Trauma Informed Financial Wellbeing Certificate
A professional development certificate for psychotherapeutic, financial, mental health and social support professionals worldwide.
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 Counselor US CEU 1
AU$255 · 6.0 CEUs