The courses for money coaches are vocational and certificate training rather than CPD or CEU accredited activities. If your association recognises self-directed professional development, they usually qualify — check its rules first.

How is this different from behavioural finance?

Behavioural finance describes the bias. Trauma informed practice explains the nervous system state driving it, and gives you a phase-based way to work with a client who is at capacity.

Where should I start?

Trauma & Money Foundations is the entry point. The Trauma Informed Financial Wellbeing Certificate is the deeper credential.

Money coaches

Trauma informed training for money coaches

Most money coaching fails at the point where a client already knows what to do and still can't do it. Learn why that happens, and how to coach around avoidance, control and chronic scarcity without re-traumatising the client.

Vocational and certificate training · self-paced

Trauma and money courses for money coachs

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 Foundations course cover — introductory trauma-informed training for financial professionals

WorldwideCertificate

Trauma & Money4.2 (19)

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

Course details

Trauma Informed Financial Wellbeing Certificate course cover for financial advice, financial counseling and money coaching professionals worldwide

WorldwideCertificate

Trauma & Money4.9 (45)

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

Course details

Trauma and the Great Wealth Transfer course cover for Australian financial advisers — trauma-informed CPD on inheritance and family dynamics

4 CPD hoursPre-order

AustraliaCPD accredited

Trauma & the Great Wealth Transfer

Trauma & the Great Wealth Transfer — Financial Adviser AU CPD

4 CPD hours — 2 Client Care, 2 Professionalism & Ethics
Handle grief, family conflict and capacity in wealth-transfer advice

A trauma-informed approach to inheritance, family dynamics and client decision-making.

8 chapters8 lessons

Course details

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

Why knowledge is not enough in money coaching

Many money coaches find that their clients already know what to do: budget, save, review spending, negotiate a better rate. The harder problem is why they do not do it. When a client has a history of financial trauma, avoidance, overspending, control and chronic scarcity are not knowledge gaps — they are nervous system responses that reappear under stress.

Trauma informed money coaching gives you a phase-based framework for working with those responses without pushing the client past capacity. It helps you recognise when behaviour is driven by shame, fear or survival, and how to coach in a way that reduces re-traumatisation rather than adding to it.

Where to start as a money coach

Trauma & Money Foundations is the practical entry point for coaches. The Trauma Informed Financial Wellbeing Certificate is the deeper credential for coaches who want to integrate this work into their practice and stand out in a crowded market. Both are online and self-paced.

Trauma informed training FAQs

Is this accredited?: The courses for money coaches are vocational and certificate training rather than CPD or CEU accredited activities. If your association recognises self-directed professional development, they usually qualify — check its rules first.
How is this different from behavioural finance?: Behavioural finance describes the bias. Trauma informed practice explains the nervous system state driving it, and gives you a phase-based way to work with a client who is at capacity.
Where should I start?: Trauma & Money Foundations is the entry point. The Trauma Informed Financial Wellbeing Certificate is the deeper credential.

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Subjects we train money coaches in

Trauma & Money Trauma & the Great Wealth Transfer All courses

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