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.

Specialist resources to meet the challenges of the Great Wealth Transfer

This course prepares financial advisers to meet the emotional and psychological realities of the Great Wealth Transfer with skill and empathy. As part of a broader trauma informed approach, you’ll learn how to build client resilience, navigate difficult disclosures, and assess when a client may be overwhelmed or at capacity. Support clients not just in receiving wealth—but in being ready for it.

Who is This Course For

— Financial Professional, Financial Advisers, Financial Planners, Accountants — Financial Literacy Educators — Customer Facing and Financial Hardship Staff — Financial Counsellors and Financial Capability Workers — Money Coaches

Expand Your Client Care Toolkit

Enrol Now – Currently reduced - Full Price $599!

$399.00

Enrol now Free preview
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

7 Chapters · 53 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

  3. 3

    Module 2 - Trauma Categories

    1. (Included in full purchase)

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

    2. (Included in full purchase)

      Financial Trauma vs Financial Stress - Spot the Difference

    3. (Included in full purchase)

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

    4. (Included in full purchase)

      How to Respond to Common Trauma-Driven Behaviours

    5. (Included in full purchase)

      Quick Reference Guide - Recognising Trauma Responses in Client Meetings

    6. Quick Reference - Signs of Trauma Responses in Financial Clients Free preview
    7. Self-Check Tool - Are You Seeing Trauma or Financial Literacy Gaps? Free preview
    8. (Included in full purchase)

      Understanding Trauma Categories Quick Guide for Financial Professionals

    9. (Included in full purchase)

      Understanding Trauma Responses in Financial Behaviour - Psychoeducation for Financial Professionals

  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)

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

    3. (Included in full purchase)

      Case Study Mini-Pack - Trauma Informed Practice in Action

    4. (Included in full purchase)

      How to Stay Regulated During Emotional Conversations

    5. (Included in full purchase)

      Roleplay Scripts for Challenging Scenarios

    6. (Included in full purchase)

      Safety Checkpoints Guide Trauma Informed Session Support for Financial Professionals

    7. (Included in full purchase)

      Six Trauma Informed Principles at a Glance

    8. (Included in full purchase)

      Trauma Informed Practice Checklist for Financial Professionals

  5. 5

    Module 4 - Building Client Resilience and Capacity

    1. (Included in full purchase)

      Module 4 - Building Client Financial Resilience and Capacity

    2. (Included in full purchase)

      Capacity-Building Micro-Steps Tracker

    3. (Included in full purchase)

      Empowerment Phrases for Adviser Conversations

    4. (Included in full purchase)

      Financial Safety Anchors Tool

    5. (Included in full purchase)

      Financial Setbacks Recovery Plan

    6. (Included in full purchase)

      From Fragile to Flexible - Reframing Worksheet

    7. (Included in full purchase)

      Resilience Inventory Worksheet

    8. (Included in full purchase)

      Window of Capacity Mapping Tool

  6. 6

    Module 5 - Trauma, Capacity and the Great Wealth Transfer

    1. (Included in full purchase)

      Module 5 - Part 1 - Trauma, Capacity and the Great Wealth Transfer

    2. (Included in full purchase)

      Module 5 - Part 2 - Trauma, Capacity and the Great Wealth Transfer

    3. (Included in full purchase)

      ACEs + Financial Behaviour Map

    4. (Included in full purchase)

      Client Capacity Checklist for Inheritance Planning

    5. (Included in full purchase)

      Great Wealth Transfer Case Studies for Financial Advisor Practice

    6. (Included in full purchase)

      Intergenerational Planning with a Trauma Informed Lens – Conversation Guide

    7. (Included in full purchase)

      Values-Based Wealth Transfer - Worksheet

  7. 7

    Module 6 - Your Practice: Becoming a Trauma Informed Adviser

    1. (Included in full purchase)

      Module 6 - Part 1 - Your Practice - Becoming a Trauma Informed Adviser

    2. (Included in full purchase)

      Module 6 - Part 2 - Your Practice - Becoming a Trauma Informed Adviser

    3. (Included in full purchase)

      Module 6 - Part 3 - Your Practice - Becoming a Trauma Informed Adviser

    4. (Included in full purchase)

      Client Consent and Psychological Safety Script Builder

    5. (Included in full purchase)

      Embedding Trauma Informed Practice: Action Planner

    6. (Included in full purchase)

      Ethical Decision-Making Framework for Trauma Informed Practice

    7. (Included in full purchase)

      Navigating Difficult Conversations: Script + Debrief Template

    8. (Included in full purchase)

      Personal Ethical Boundaries Audit Self-Assessment Checklist

    9. (Included in full purchase)

      Trauma Informed Practice Integration Action Plan

    10. (Included in full purchase)

      Trauma Informed Practice Self-Assessment Tool

    11. (Included in full purchase)

      Vicarious Trauma and Burnout Early Warning Tracker

    12. (Included in full purchase)

      Vicarious Trauma Reflection + Care Plan

Unlock Financial Resilience for Clients

This 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.