Financial advisers, advisors & 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
Each course is its own program with its own accreditation. Browse all trauma informed courses if you work across more than one role.
11 accredited CPD points for Australian financial advisers and planners.
A professional development certificate for financial advice, financial counseling and money coaching professionals worldwide.
Professional development for financial professionals — no CPD or CEU credits, 7 chapters and 53 lessons.
A trauma-informed approach to inheritance, family dynamics and client decision-making.
Also training financial counsellors, money coaches, financial therapists, mental health professionals, somatic practitioners and educators & trainers.
Trauma informed financial advice recognises that a client's money behaviour is rarely just rational. Avoidance, impulsivity, hypervigilance and indecision can be nervous system responses shaped by past financial hardship, family patterns, abuse or major loss. A trauma informed adviser learns to recognise these signals, slow the conversation, and keep the client regulated enough to make good decisions.
This does not mean delivering therapy. It means creating a professional relationship where shame is reduced, autonomy is protected, and referrals to counsellors, psychologists or financial counsellors are made cleanly when needed. For Australian financial advisers and planners, trauma informed practice is becoming a core part of ethical, client-centred advice.
Trauma & Money Financial Adviser AU CPD is an FAAA accredited activity (#34485) worth 11 CPD points. The hours are split across Professionalism and ethics (6.75 hours) and Client care and practice (4.25 hours), which means it covers two of the key categories advisers must report each year.
The course is fully online and self-paced. You can complete the 8 chapters and 57 lessons across several sittings, revisit material when you need it, and apply the frameworks immediately in client conversations.
Read the free guide: What is trauma-informed financial advice?
Still have a question? Get in touch →Every accredited course opens with a free preview — no card, no commitment. See the teaching style before you enrol.
