Trauma & Money Foundations
A foundational course for financial professionals who want to confidently navigate the emotional and psychological dimensions of money in client conversations. Explore how financial behaviours, beliefs and stress responses are shaped by unresolved trauma, and learn to recognise and respond to the deeper emotional drivers behind your clients' financial decisions.
Launch sale — save AU$599
Who this course is for
This is for you if
- For financial professionals, advisers and planners, accountants, financial literacy educators, customer-facing and financial hardship staff, financial counsellors and capability workers, and money coaches
- 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
Understand trauma's impact on money
See how trauma shapes financial behaviours, beliefs and decision-making in the clients you already work with.
Read the nervous system in the room
Recognise emotional and nervous system responses as they show up in client money conversations.
Support overwhelm and avoidance
Gain practical tools for clients who feel overwhelmed, avoidant or reactive around their finances.
Connect money, identity and security
Explore the links between money, identity, safety and relational dynamics in financial decisions.
Hold sensitive conversations well
Build confidence having difficult financial conversations with compassion, clarity and appropriate boundaries.
Prepare for the Great Wealth Transfer
Assess client capacity, navigate disclosures and support clients to be ready for inherited wealth — not just to receive it.
Unlock financial resilience for your clients
This training blends current research with real-world practice to build your knowledge and skills at the intersection of trauma and money. You'll discover how many financial behaviours are shaped by trauma, how to recognise signs of financial dysregulation, and how to navigate sensitive money conversations with greater empathy, confidence and care.
This isn't about spreadsheets or technical advice. It's about understanding the emotional and nervous system imprint of trauma on financial decision-making — and learning how to support your clients' financial wellbeing without stepping outside your professional scope.
Built for the realities of client-facing financial work
- Signs of financial trauma and how they show up in behaviour and communication
- The neuroscience of money stress — scarcity, threat and uncertainty
- Working with avoidance, shame and overwhelm without judgement
- Capacity, disclosure and readiness in the Great Wealth Transfer
- Boundaries, ethics, vicarious trauma and staying regulated yourself
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.
- 7 chapters and 53 lessons across audio, guide and downloadable formats
- Quick reference guides for trauma responses, red flags and language choices
- Roleplay scripts and conversation guides for challenging client scenarios
- Worksheets and tools for resilience, capacity mapping and safety anchors
- Case studies including Great Wealth Transfer scenarios
- Self-assessment tools for ethical boundaries and vicarious trauma
- Lifetime access — online, self-paced, 24/7
- Certificate of completion
Full course curriculum
7 chapters · 53 lessons · audio, video, transcripts, worksheets and assessments
Questions about this course
- Does this course carry CPD, CEU or CE credits?
- No. Trauma & Money Foundations is professional development only and issues a certificate of completion. If you need accredited hours, our profession-specific courses are FAAA CPD approved (Australia) or AFCPE CEU approved (United States).
- Who is this course for?
- Financial professionals, advisers and planners, accountants, financial literacy educators, customer-facing and financial hardship staff, financial counsellors and financial capability workers, and money coaches.
- How long does it take to complete?
- It's fully online and self-paced across 7 chapters and 53 lessons. Most learners work through it over a few weeks, in whatever sittings suit them.
- Is there a payment plan?
- Yes — you can pay AU$499 up front or spread it across 5 payments of AU$100.
- Can I try before I buy?
- Yes. The free preview opens the introduction plus sample lessons from Module 2, so you can see the teaching style before enrolling.
- Will this take me outside my scope of practice?
- No. The course is explicit about the line between financial work and therapeutic work, including when and how to refer on.
Related courses
Other Procovo training in trauma & money and for the same professions.
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Trauma Informed Financial Wellbeing Certificate
A professional development certificate for psychotherapeutic, financial, mental health and social support professionals worldwide.
Australia · CPD accredited
Trauma & Money — Financial Adviser AU CPD 1
11 accredited CPD points for Australian financial advisers and planners.
Australia · CPD accredited
Trauma & Money — Financial Counsellor CPD 1
6 accredited CPD credits for Australian financial counsellors.
Try the first lessons free
Every accredited course opens with a free preview — no card, no commitment. See the teaching style before you enrol.
Trauma & Money Foundations
AU$499 · Or 5 payments of AU$100