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Trauma & the Great Wealth Transfer

Trauma & the Great Wealth Transfer courses

The largest intergenerational transfer of wealth in history is also an emotional and relational transition. These courses examine how grief, family history, shame, coercion and nervous-system capacity shape inheritance decisions — and how financial advisers and mental health professionals can support clients through them safely and ethically.

CPD for Australian financial advisers · courses for mental health professionals

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Money Awareness & Inclusion Awards 2025 — Winner, Best For-profit Adult EducationMoney Awareness & Inclusion Awards 2025 — Special Commendation, Best Content Creators or Aggregators

Trauma & the Great Wealth Transfer courses

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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 accreditedOnline self-paced
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 lessonsOnline self-paced
Course details

Common questions

What is the Great Wealth Transfer?
The intergenerational movement of assets from older to younger generations through inheritance, gifting and succession. Alongside the technical work, it involves grief, family history, identity and power — which is where trauma-informed practice matters.
Who are these courses for?
Two streams: financial advisers, advisors and planners, and mental health professionals working with clients through inheritance, bereavement or sudden wealth. The adviser CPD course is first, with the mental health course to follow.
Do they carry accreditation?
The Australian financial adviser course is structured for 4 CPD hours — 2 in client care and 2 in professionalism and ethics. Outside Australia, check with your local association about claiming CPD or CE credits.

Find your profession

Pick your profession and see only the trauma informed training that carries credit where you practise — CPD, CEU or vocational.

Where to go next

Great Wealth Transfer by profession

Financial advisers, advisors & plannersMoney coachesFinancial therapistsMental health professionalsSomatic practitioners

Other subjects

Trauma & MoneyAnatomy of a ScamProfessional developmentAll courses

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