Procovo Institute

Financial therapists

Trauma informed financial wellbeing for financial therapists

Money is a survival issue. Learn to work with financial distress through a trauma informed, somatic and psychologically grounded lens — and extend the scope of your therapeutic practice.

Certificate training · 5.0 average rating

Trauma and money courses for financial therapists

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

Money in the Therapy Room masterclass cover for psychotherapeutic and mental health professionals
WorldwideCertificate
Professional development

Money in the Therapy Room — Working with Fees, Financial Countertransference and the Unspoken Power of Money

  • 75-minute on-demand masterclass with a Statement of Completion
  • Fees, concessions, cancellations and financial countertransference

The clinical conversation many therapists were never trained to have.

1 chapters
When Money Becomes Control masterclass cover — recognising financial abuse and coercive control in therapy
Pre-order
WorldwideCertificate
Professional development

When Money Becomes Control — Recognising Financial Abuse and Coercive Control in Therapy

  • 2-hour on-demand masterclass with a Statement of Completion
  • Recognise financial abuse and coercive control in therapeutic practice

Learn to recognise what may be hidden in a client’s financial life—and respond without increasing risk.

1 chapters
The Hidden Shame of Money masterclass cover for psychotherapeutic and mental health professionals
WorldwideCertificate
Professional development

The Hidden Shame of Money — How to Help Clients Speak About Debt, Wealth, Spending and Financial Failure

  • 75-minute on-demand masterclass with a Statement of Completion
  • Shame-sensitive language for debt, wealth, spending and financial failure

When clients cannot speak about money, shame often speaks for them.

1 chapters
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 Essentials course cover for therapists and mental health professionals
Pre-order
WorldwideVocational
Trauma & Money

Trauma & Money Essentials

  • For therapists and mental health professionals working with money as survival
  • Trauma-informed, somatic and psychologically grounded approach

For mental health professionals working with money as a survival issue.

Coming soon

New courses for financial therapists

  • Anatomy of a Scam

    How scams exploit the nervous system, why capable clients are targeted, and how to support recovery after the loss.

  • Trauma & the Great Wealth Transfer

    Inheritance, grief, family dynamics and money in the body — trauma-informed training for the largest wealth transfer in history.

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

Working with money in a therapeutic practice

Money is one of the most common sources of client distress, yet many therapists feel underprepared to work with it. A client may present with anxiety, relationship conflict, shame, or a sense of being stuck, and only later reveal that the underlying driver is debt, financial abuse, inherited poverty, or a lifetime of financial secrecy.

Trauma informed financial wellbeing gives therapists a framework for holding these conversations without becoming financial advisers. You learn to recognise money behaviour as a survival response, work with the nervous system state underneath it, and refer cleanly when a client needs financial or legal help.

About the Trauma Informed Financial Wellbeing Certificate

The certificate is delivered online and self-paced across 5 chapters and 44 lessons. It covers the trauma of money model, intergenerational financial patterns, somatic regulation, and evidence-based interventions that rebuild financial resilience. It is designed for therapeutic professionals who want to extend the scope of their existing practice safely.

Trauma informed training FAQs

I'm not a financial professional — is this for me?
Yes. The Trauma Informed Financial Wellbeing Certificate is designed for therapeutic as well as financial professionals. No financial qualification is assumed.
What will I actually be able to do?
Identify trauma responses presenting as financial behaviour, work with intergenerational financial patterns, and apply evidence-based interventions that rebuild client financial resilience.
How is it delivered?
Online and self-paced, in multiple formats — audio, transcripts, worksheets and case studies — across 5 chapters and 44 lessons.
What is trauma informed financial wellbeing?
Trauma informed financial wellbeing is an approach that treats money behaviour as a nervous system and survival response rather than a knowledge gap, and gives you interventions to rebuild a client's financial resilience safely.
Does this trauma informed training count for CEU or CPD?
The certificate is professional training rather than an accredited CPD or CEU activity. Many associations accept it as self-directed professional development — check your own association's rules before claiming.
Still have a question? Get in touch →

Try the first lessons free

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