Procovo Institute

Financial counsellors

Trauma-informed CPD and CEU for financial counsellors

Support clients whose financial challenges are rooted in complex emotional and psychological histories — with practical tools, a phase-based recovery model and 6 accredited CPD credits.

6 CPD credits · CEU accredited pathway for the US

Trauma and money courses for financial counsellors

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 counsellors — trauma-informed financial counselling training
6 CPD credits
AustraliaCPD accredited
Trauma & Money5.0 (1)

Trauma & Money — Financial Counsellor CPD 1

  • 6 CPD credits for Australian financial counsellors
  • Work safely with trauma-based financial patterns within your scope

6 accredited CPD credits for Australian financial counsellors.

8 chapters49 lessons
Trauma and Money CEU 1 course cover for US financial counselors — AFCPE approved trauma-informed money training
6.0 CEUs
USACEU accredited
Trauma & Money

Trauma & Money — Financial Counselor US CEU 1

  • AFCPE approved — 6.0 CEUs for AFC professionals in the United States
  • Apply trauma-informed strategies within US financial counseling scope

AFCPE approved — 6.0 CEUs for AFC professionals in the United States.

8 chapters49 lessons
Trauma and Money CPD 2 course cover for Australian financial counsellors — advanced trauma-informed counselling training
6 CPD credits
AustraliaCPD accredited
Trauma & Money

Trauma & Money — Financial Counsellor CPD 2

  • Advanced trauma-informed practice for complex financial counselling cases
  • Strengthen client agency, navigate conflict and protect your own capacity

Advanced CPD-accredited training for financial counsellors ready to move beyond the foundations.

8 chapters30 lessons
Trauma Informed Financial Wellbeing Certificate course cover for financial advice, financial counseling and money coaching professionals worldwide
WorldwideCertificate
Trauma & Money5.0 (3)

Trauma Informed Financial Wellbeing Certificate

  • Certificate for financial advice, counseling and money coaching professionals
  • Evidence-based strategies to build psychological safety around money

A professional development certificate for financial advice, financial counseling and money coaching professionals worldwide.

5 chapters44 lessons
Trauma and Money Foundations course cover — introductory trauma-informed training for financial professionals
WorldwideCertificate
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 lessons

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

Trauma informed financial counselling in Australia and the United States

Financial counsellors sit at the intersection of money and distress. Many clients arrive after a crisis — job loss, relationship breakdown, illness, debt enforcement or financial abuse. The presenting problem is often debt, but the underlying driver can be trauma, shame, fear and a sense of having lost control.

Trauma informed financial counselling means recognising those drivers, slowing the conversation, and building a plan that matches the client's emotional capacity. It also means protecting your own wellbeing while doing high-stakes work. Procovo's Australian CPD and US CEU pathways give counsellors and counselors structured, accredited training in this approach.

What you learn in the accredited counselling courses

Trauma & Money Financial Counsellor CPD 1 covers 6 CPD points across 8 chapters and 49 lessons. The US Financial Counselor CEU 1 course is AFCPE accredited for 6.0 CEUs. Both courses include a phase-based recovery model, practical worksheets, reflective practice logs and a full strand on reducing vicarious trauma.

Trauma informed training FAQs

Is this accredited where I practise?
The Australian course carries 6 CPD points. A separate CEU accredited course is available for US financial counselors. Outside those two, check with your local association about claiming credits.
Is it practical or theoretical?
Practical. It includes ready-to-use worksheets, self-check tools, reflective practice logs and case study activities alongside the core learning.
Will it help with my own burnout?
Yes — a full strand covers reducing vicarious trauma and sustaining your own professional wellbeing.
How many CPD points does the financial counsellor course carry?
Trauma & Money Financial Counsellor CPD 1 carries 6 CPD points for Australian financial counsellors, across 8 chapters and 49 lessons.
What is the Trauma of Money?
"Trauma of money" and "trauma and money" describe the same field: how unresolved trauma shapes financial behaviour such as avoidance, control and chronic scarcity. Procovo's courses turn that field into practical, accredited financial counselling training.

Read the free guide: What is trauma-informed financial counselling?

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Try the first lessons free

Every accredited course opens with a free preview — no card, no commitment. See the teaching style before you enrol.