Procovo Institute

Financial advisers, advisors & planners

Trauma-informed CPD for financial advisers and planners

Earn 11 accredited CPD points — 6.75 hours of ethics and 4.25 hours of client care — while learning to recognise and respond to the emotional drivers behind your clients' financial decisions.

FAAA Accreditation #34485

Trauma and money courses for financial advisers

Each course is its own program with its own accreditation. Browse all trauma informed courses if you work across more than one role.

Trauma and Money CPD 1 course cover for Australian financial advisers — FAAA accredited trauma-informed training
11 CPD points
AustraliaCPD accreditedOnline self-paced
Trauma & Money5.0 (12)

Trauma & Money — Financial Adviser AU CPD 1

  • FAAA accredited (#34485) — 11 CPD points across ethics and client care
  • Recognise trauma responses and hold ethical, client-centred money conversations

11 accredited CPD points for Australian financial advisers and planners.

8 chapters57 lessonsOnline self-paced
AU$579AU$799

or 2 × AU$289.50

Course detailsFree preview
Trauma and Money CPD 2 course cover for Australian financial advisers — advanced trauma-informed adviser training
Pre-order
AustraliaCPD accreditedOnline self-paced
Trauma & Money

Trauma & Money — Financial Adviser AU CPD 2

  • Builds on CPD 1 with deeper practice application
  • Advance your trauma-informed leadership in financial advice

The next stage of trauma-informed CPD for advisers and planners.

Online self-paced
Pre-order pricing soon
Course details
Trauma Informed Financial Wellbeing Certificate course cover for psychotherapeutic, financial, mental health and social support professionals worldwide
WorldwideCertificateOnline self-paced
Trauma & Money5.0 (3)

Trauma Informed Financial Wellbeing Certificate

  • Cross-disciplinary certificate for therapists, financial and mental health professionals
  • Evidence-based strategies to build psychological safety around money

A professional development certificate for psychotherapeutic, financial, mental health and social support professionals worldwide.

5 chapters44 lessonsOnline self-paced
AU$829

or 4 × AU$210

Course detailsFree preview
Trauma and Money Foundations course cover — introductory trauma-informed training for financial professionals
WorldwideProfessional developmentOnline self-paced
Trauma & Money

Trauma & Money Foundations

  • 7 chapters, 53 lessons of practical professional development
  • Tools for trauma-aware client conversations and the Great Wealth Transfer

Professional development for financial professionals — no CPD or CEU credits, 7 chapters and 53 lessons.

7 chapters53 lessonsOnline self-paced
AU$499AU$599

Or 5 payments of AU$100

Course detailsFree preview

Also training financial counsellors, money coaches, financial therapists, mental health professionals, somatic practitioners and educators & trainers.

Trauma informed training FAQs

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.
Can I look before I buy?
Yes. The first lessons are available as a free preview — no payment details required.
Is this trauma informed training accredited for financial adviser CPD?
Yes — it is an FAAA accredited CPD activity (#34485) for Australian financial advisers and planners, recognised across the Professionalism and ethics and Client care and practice categories.
What is trauma informed financial advice?
Trauma informed financial advice recognises that avoidance, indecision and overspending are often nervous system responses to past experience. It gives advisers language and phase-based tools to keep distressed clients engaged without stepping outside scope.
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Subjects we train financial advisers, advisors & planners in

Trauma & MoneyAll courses

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