Trauma & the Great Wealth Transfer
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
International Award Winning Courses
Each course is its own program with its own region, credit and delivery format. Browse every course to filter across subjects, professions and accreditation.
A trauma-informed approach to inheritance, family dynamics and client decision-making.
The Great Wealth Transfer is also delivered as a private live workshop for organisations — tailored to your team, with time for discussion and questions. Ideal for licensees, dealer groups and professional-development days.
Available Australia-wide, in person or online.
Get in contactThis course is also offered in an edition tailored for psychotherapists, counsellors and mental health practitioners — the same wealth-transfer content, reframed for therapeutic practice.
Register your interest and we'll email you as soon as it opens.
Pick your profession and see only the trauma informed training that carries credit where you practise — CPD, CEU or vocational.
Financial practitioners
Therapeutic & educational
Certificate training that extends the scope of your practice.
See my coursesWork with money as a survival issue inside your existing scope.
See my coursesBring nervous system work to financial stress and scarcity.
See my coursesTeach money content to people carrying financial trauma.
See my coursesGreat Wealth Transfer by profession
Other subjects
Every accredited course opens with a free preview — no card, no commitment. See the teaching style before you enrol.
