Understand how trauma impacts financial behaviours, beliefs, and decision-making

Learn to recognise emotional and nervous system responses in client money conversations.

Gain tools to support clients who feel overwhelmed, avoidant, or reactive around finances

Explore the links between money, identity, security, and relational dynamics.

Build confidence having sensitive financial conversations with compassion and clarity

Enhance your practice with a trauma-informed, client-centred approach to financial advice.

What you'll learn

How to identify signs of financial trauma  

And understand its impact on client behaviour, communication, and decision-making

The neuroscience of money stress

Including how the nervous system responds to financial threat, scarcity, and uncertainty

How to recognise and work with client financial avoidance

Plus shame, and overwhelm in a supportive, non-judgmental way.

Ethical Practice in a Trauma-Informed World

Financial advice doesn’t just move money—it moves lives. This course equips financial advisers to navigate the ethical dimensions of trauma-affected advice with professionalism, integrity, and care. You’ll explore how trauma shapes financial behaviour, decision-making, and trust—and how to uphold ethical standards when clients are dysregulated, distressed, or at capacity. Grounded in legislated CPD ethics requirements, this program helps advisers apply ethical frameworks to real-world scenarios, manage dilemmas with confidence, and build enduring client relationships based on respect, fairness, and psychological safety.

This Course Is For Financial Advisers & Financial Planners

— Registered in Australia — FAAA Accreditation #34485 — Professionalism and ethics 6.75 hours (Ethics) — Client care and practice 4.25 hours (Client engagement)

Expand Your Client Care Toolkit

Enrol Now – Currently reduced - Full Price $799!

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Trauma and money

Specialist Training

Build expertise in Trauma & Money related issues, with support strategies and trauma -focused lens.

Trauma and Money

Appliable & Inclusive

Online on demand 24/7 that is self paced and integrative into your current practice.

Trauma and money

Designed for you

Delivered in multiple formats to accommodate your learning style - multimodality learning experiences.

Course Curriculum

8 Chapters · 57 Lessons

  1. 1

    Introduction to Trauma & Money

    1. Introduction to Trauma & Money Free preview
  2. 2

    Module 1 - Trauma's Impact

    1. (Included in full purchase)

      Module 1 - Trauma’s Impact on Financial and Overall Wellbeing - Audio

    2. (Included in full purchase)

      Brain on Trauma – Financial Impacts

    3. (Included in full purchase)

      Client Nervous System States & Financial Conversations

    4. (Included in full purchase)

      Four Trauma Responses in Financial Behaviour

    5. (Included in full purchase)

      Quick Reference Guide: Big T vs Little t Trauma — At-a-Glance

    6. (Included in full purchase)

      Quick Reference Guide: Is It Trauma or “Bad Money Habits”?

    7. (Included in full purchase)

      Red Flags for Financial Trauma

    8. (Included in full purchase)

      Trauma Informed Language Prompts for Financial Conversations

    9. (Included in full purchase)

      Module 1 - Assessment

  3. 3

    Module 2 - Trauma Categories

    1. (Included in full purchase)

      Module 2 - Part One - Trauma Categories and Recognising Trauma Responses in Clients - Audio

    2. (Included in full purchase)

      Quick Reference Guide - Recognising Trauma Responses in Client Meetings

    3. (Included in full purchase)

      Understanding Trauma Responses in Financial Behaviour - Psychoeducation for Financial Advisers

    4. (Included in full purchase)

      Financial Trauma vs Financial Stress - Spot the Difference

    5. Quick Reference - Signs of Trauma Responses in Financial Clients Free preview
    6. (Included in full purchase)

      Module 2 - Part Two - Trauma Categories and Recognising Trauma Responses in Clients - Audio

    7. (Included in full purchase)

      Understanding Trauma Categories Quick Guide for Financial Advisers

    8. (Included in full purchase)

      How to Respond to Common Trauma-Driven Behaviours

    9. (Included in full purchase)

      How Language Can Trigger or Soothe a Trauma Response in Financial Conversations.pdf

    10. (Included in full purchase)

      Self-Check Tool - Are You Seeing Trauma or Financial Literacy Gaps?

    11. (Included in full purchase)

      Module 2 - Assessment

  4. 4

    Module 3 - Essential Skills for Trauma Informed Advisers

    1. (Included in full purchase)

      Module 3 - Part 1 - Essential Skills for Trauma Informed Advisers - Audio

    2. (Included in full purchase)

      Six Trauma Informed Principles at a Glance

    3. (Included in full purchase)

      How to Stay Regulated During Emotional Conversations

    4. (Included in full purchase)

      Module 3 - Part 2 - Essential Skills for Trauma Informed Advisers - Audio

    5. (Included in full purchase)

      Safety Checkpoints Guide Trauma Informed Session Support for Financial Advisers

    6. (Included in full purchase)

      Module 3 - Part 3 - Essential Skills for Trauma Informed Advisers - Audio

    7. (Included in full purchase)

      Case Study Mini-Pack - Trauma Informed Practice in Action

    8. (Included in full purchase)

      Trauma Informed Practice Checklist for Financial Advisers

    9. (Included in full purchase)

      Roleplay Scripts for Challenging Scenarios

    10. (Included in full purchase)

      Referral Decision-Making Flowchart

    11. (Included in full purchase)

      Module 3 - Assessment

  5. 5

    Module 4 - Ethical Foundations of Trauma Informed Financial Advice

    1. Module 4 - Ethical Foundations of Trauma Informed Financial Advice - Transcript Free preview
    2. (Included in full purchase)

      Ethical Reflexivity Reflections - Learning Activity

    3. (Included in full purchase)

      Ethical Triad Case Analysis - Learning Activity

    4. (Included in full purchase)

      Ethics Under Pressure - Reflective Exercise

    5. (Included in full purchase)

      Mapping Your Ethical Practice Compass - Learning Activity

    6. (Included in full purchase)

      Module 4 - Assessment

  6. 6

    Module 5 - Managing Ethical Dilemmas in Trauma-Affected Advice Scenarios

    1. (Included in full purchase)

      Module 5 - Managing Ethical Dilemmas in Trauma-Affected Advice Scenarios - Transcript

    2. (Included in full purchase)

      Module 5 - Assessment

  7. 7

    Module 6 - Bias, Stereotypes and the Ethical Responsibilities of Financial Advisers

    1. (Included in full purchase)

      Module 6 - Bias, Stereotypes and the Ethical Responsibilities of Financial Advisers - Transcript

    2. (Included in full purchase)

      Module 6 - Assessment

  8. 8

    Module 7 - Your Practice: Becoming a Trauma Informed Adviser

    1. (Included in full purchase)

      Module 7 - Part 1 - Your Practice - Becoming a Trauma Informed Adviser

    2. (Included in full purchase)

      Personal Ethical Boundaries Audit

    3. (Included in full purchase)

      Client Consent and Psychological Safety Script Builder

    4. (Included in full purchase)

      Module 7 - Part 2 - Your Practice - Becoming a Trauma Informed Adviser

    5. (Included in full purchase)

      Ethical Decision-Making Framework Worksheet + Reflection Guide

    6. (Included in full purchase)

      Module 7 - Part 3 - Your Practice - Becoming a Trauma Informed Adviser

    7. (Included in full purchase)

      Navigating Difficult Conversations - Script + Debrief Template

    8. (Included in full purchase)

      Module 7 - Part 4 - Your Practice - Becoming a Trauma Informed Adviser

    9. (Included in full purchase)

      Vicarious Trauma and Burnout Early Warning Tracker

    10. (Included in full purchase)

      Vicarious Trauma Reflection + Care Plan

    11. (Included in full purchase)

      Module 7 - Part 5 - Your Practice - Becoming a Trauma Informed Adviser

    12. (Included in full purchase)

      Embedding Trauma Informed Practice: Action Planner

    13. (Included in full purchase)

      Trauma Informed Practice Self-Assessment Tool

    14. (Included in full purchase)

      Trauma Informed Practice Integration Plan

    15. (Included in full purchase)

      Module 7 - Assessment

Unlock Financial Resilience for Clients

This Trauma and Money training blends cutting-edge research with real-world practice to build your knowledge and skills at the intersection of trauma and money. Designed specifically for financial advisers, this groundbreaking course helps you integrate trauma informed insights into your existing advice practice. You’ll discover how many financial behaviours are shaped by trauma, how to recognise signs of financial dysregulation in your clients, and how to navigate sensitive money conversations with greater empathy, confidence, and care. This isn’t about spreadsheets or technical advice. It’s about understanding the emotional and nervous system imprint of trauma on financial decision-making — and learning how to support your clients’ financial wellbeing without stepping outside your professional scope.