Gain practical tools to work with financial trauma safely

Navigate complex client presentations with greater clarity through the trauma recovery phase model.

Build greater trust and build more resilience in clients

Improve service impact by aligning financial strategies with a client’s emotional capacity and nervous system state.

Self-paced, online format you can access anytime

Access ready-to-use tools and worksheets to support reflective practice and trauma-responsive service planning.

Trauma & Money

What you'll learn

Deepen your trauma-informed practice with specialised knowledge tailored to financial counselling contexts.

Learn to identify trauma-based financial patterns such as avoidance, overspending, control, or chronic scarcity.

Enhance client engagement by understanding how trauma shapes financial behaviour, decision-making, and help-seeking.

Reduce burnout and vicarious trauma by learning sustainable approaches to professional wellbeing.

Strengthen your ethical framework with practical tools for maintaining boundaries, consent, and psychological safety.

Earn CPD credits while enhancing your trauma-informed practice as a financial counsellor.

Who is This Course For

— Australian Financial Counsellors — Outside of Australia? Check with your local association to see whether you can claim CPD/CE credits for this course.

Expand Your Trauma Informed Toolkit

Enrol Now – Currently reduced - Full Price $199!

$99.00

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Course Curriculum

8 Chapters · 25 Lessons

  1. 1

    Introduction to Trauma & Money

    1. Introduction - Trauma Informed Financial Counselling - Audio Free preview
    2. (Included in full purchase)

      Self-Check Tool - What Do I Bring Into the Room?

    3. (Included in full purchase)

      Worksheet - Reflective Practice Log

  2. 2

    Module 1 - From Crisis to Stability

    1. (Included in full purchase)

      Module 1 - From Crisis to Stability - Audio

    2. (Included in full purchase)

      Case Study Activity - Three Clients in Different Phases

    3. (Included in full purchase)

      Financial Needs Pyramid - A Trauma Informed Lens on Maslow’s Hierarchy

    4. (Included in full purchase)

      The Polyvagal Ladder for Financial Counselling

    5. (Included in full purchase)

      Worksheet - Financial Recovery Phase Mapping

    6. (Included in full purchase)

      Worksheet - Financial Needs Hierarchy Mapping

    7. (Included in full purchase)

      Worksheet - Nervous System Snapshot

  3. 3

    Module 2 - The Physiology of Financial Distress

    1. (Included in full purchase)

      Module 2 - The Physiology of Financial Distress - Audio

    2. (Included in full purchase)

      Resource - Somatic Cue Observation Journal

    3. (Included in full purchase)

      Tip Sheet - How Language Can Trigger or Soothe a Trauma Response in Financial Conversations

    4. (Included in full purchase)

      Worksheet - Spotting Financial Freeze or Fawn

  4. 4

    Module 3 - Trauma Categories

    1. (Included in full purchase)

      Module 3 - Trauma Categories - Audio

    2. (Included in full purchase)

      Worksheet - Trauma Category and Behaviour Map

  5. 5

    Module 4 - Crisis Stabilisation

    1. (Included in full purchase)

      Resource - Provide physiological, emotional, cognitive, and relational recovery strategies for clients

    2. (Included in full purchase)

      Resource - Resourcing Toolkit

    3. (Included in full purchase)

      Safety Checkpoints Guide (Begin, Middle, End Script Prompts)

    4. (Included in full purchase)

      Worksheet - Stabilisation Toolkit Planner

    5. (Included in full purchase)

      Resource - Calming Phrases and Regulating Language

  6. 6

    Module 5 - Trauma, Neurodivergence and Financial Wellbeing

    1. (Included in full purchase)

      Module 5 - Trauma, neurodivergence & financial wellbeing

    2. (Included in full purchase)

      Impacts on behaviours, spending, saving and decision-making

  7. 7

    Module 6 - Working with Capacity, Not Just Compliance

    1. (Included in full purchase)

      Module 6 - Working with Capacity, Not Just Compliance

  8. 8

    Conclusion and Integration

    1. (Included in full purchase)

      Conclusion and Integration

Trauma & Money

Specialist Training

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

Trauma & Money

Appliable & Inclusive

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

Trauma & Money

Designed for you

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

Integrating Trauma Informed Practice into Financial Counselling

This training blends the latest research with real-world practice to build your knowledge and confidence in working at the intersection of trauma and money. Designed specifically for financial counsellors, this course supports you to integrate trauma informed approaches into your existing framework — without stepping outside your scope of practice. You’ll explore why many financial behaviours are actually trauma responses, how to identify money-related dysregulation in your clients, and how to work with these patterns safely and effectively. This isn’t about teaching budgeting tools — it’s about understanding the emotional and nervous system imprint of trauma as it relates to money, and how to support clients in healing their relationship with it.