Certificate Training
Trauma Informed Financial Guidance
Welcome to the Trauma Informed Financial Guidance Certificate program. Unlock the power of empathy and expertise in financial advice.
Are you ready to transform your financial advisory, coaching or education practice and truly make a difference in people's lives? Our Trauma Informed Financial Guidance Certificate is here to revolutionise the way you approach client interactions, empowering you to become a trusted guide through the complexities of financial management while understanding and addressing the impact of trauma on financial wellbeing.
Support your clients to thrive financially whilst differentiating yourself in the market place
What you will learn
Build Trust and Rapport: Master techniques for building trust and rapport with clients who have experienced trauma. Gain effective communication strategies to foster meaningful client-advisor relationships.
Identifying Trauma Triggers: Learn to recognise trauma triggers in your clients' behaviour and responses. Learn strategies to create a safe and supportive environment for discussing financial challenges.
Deep Understanding of Trauma: Gain insights into various forms of trauma and their effects on financial decision-making. Understand how trauma manifests in client interactions and financial behaviours.
Practical Application: Put your newfound knowledge into practice through real-world case studies and interactive exercises. Gain hands-on experience in applying trauma informed principles to various financial scenarios.
Certification: Upon completion of the program, will receive a Certificate in Trauma Informed Financial Guidance, showcasing your expertise and commitment to serving clients with empathy and understanding.
What you will gain
Enhanced Client Trust: By demonstrating empathy and understanding of trauma, you build stronger rapport and trust with clients, leading to more open and honest discussions about their financial goals and challenges.
Increased Client Retention: Clients are more likely to stay with an advisor who demonstrates care and sensitivity to their individual needs, leading to higher client retention rates.
Improved Communication Skills: Learning how to effectively communicate with clients who have experienced trauma enhances your overall communication skills, making you a more effective advisor for all clients.
Differentiation in the Market: Being a trauma-informed financial advisor sets you apart from competitors and positions you as a specialist in addressing the unique financial needs of trauma survivors.
Professional Development: Engaging in trauma-informed training and practices enhances your professional development and demonstrates your commitment to continuous learning and growth in your field.
Positive Impact on Clients Wellbeing: By providing trauma-informed financial guidance, you contribute to your clients' overall well-being by helping them regain a sense of control and stability in their financial lives.
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Modules Overview
| Module #1 | Module #2 | Module #3 |
|---|---|---|
| -Cultivating client rapport & prescence -Creating psychological safety in the client relationship -Neurobiology of trauma -Categories of trauma and how to work with clients -Common presentations in clients -Trauma's impact on financial capability -Money as the trigger -Why clients may give up, be overwhelmed or collapse around finances -Trauma, stress and their impact on financial cognition -Understanding adaptive and maladaptive financial behaviours |
-Money Neuroscience to promote financial wellbeing -Fight, flight, freeze of finances -Supporting a clients capacity for financial growth -Working with overspending, gambling, risk averse and risky -Working with financial winfalls -Importance of esteem and finances -Debilitating wealth -Intergenerational trauma's impact on financial capability -Understanding gender as a barrier to financial wellbeing -Allostatic load on financial wellbeing -Strategies for working with grief and loss in financial sessions |
-Coherence: Working with what is working -Supporting financial resilience -Promoting healthy financial boundaries -Working with client conflict is financial settlements -Working with financial shame or worthiness -Trauma informed investment bias -Supporting agency, confidence and empowerment with finances -Working with inner critic, self-sabotage and glass ceilings -Capacity Model for Financial Wellbeing -Trauma influence on decision making and present financial circumstances |
Wish to know more about this program? Schedule a call with Jane Monica-Jones
Experiential Distant Learning
Training Overview
The Trauma Informed Financial Guidance Certificate program is held in a hybrid online format, which includes lectures, client demonstrations and experiential skills practice sessions followed by Q&A sessions which are all held live on Zoom.
Plus you will receive lifetime access to the Trauma Informed Financial Wellbeing online course, which is the most comprehensive learning program in this field. This course included 60 online modules, articles, video and audio tutorials. Click here to view
Whats included in this certificate program:
01
Live Lectures
20 hours
02
Client Demonstrations
6 hours
03
Skills Building
10 hours
04
Online Learning
40 modules
05
Case Consults Q&A
5 hours
When and where
Location:
- Experiential Hybrid Distant Learning
Certification:
- Students must attend Module 1, 2 & 3 during real-time on Zoom to gain certification - Modules are Lectures, Client Session Demonstrations and Skills Building Sessions in format.
- Students must attend all Q&A Sessions to gain certification.
Date and time:
- Dates and times are shown in Asia Pacific format. Module start times are in Australian Eastern Time zone.
01
Module One
June 1-2, 2024
9:00am - 3:30pm
02
Module Two
August 3-4, 2024
9:00am - 3:30pm
03
Module Three
October 12-13, 2024
9:00am - 3:30pm
04
Q&A Session
June 5, 2024
5:00pm - 6:30pm
05
Q&A Session
August 7, 2024
5:00pm - 6:30pm
06
Q&A Session
October 16, 2024
5:00pm - 6:30pm
Two program options
We are global leaders in trauma informed financial wellbeing education. Choose from our learning options:
Trauma Informed Financial Guidance Certificate
Become a leader in your field with our certificate program. Included in this course is our other learning option - Trauma Informed Financial Wellbeing Course.
Trauma Informed Financial Wellbeing Course
Looking for a cheaper option? Enrol in the online course only - ON SALE FOR A LIMITED TIME.
50% OFF
Early Egg Price Now On
We've discounted the certificate program price from $2,799 to $1,399.
Early Egg price ends 20 March 2024
Early Bird price $2,099 ends 1 May 2024
$1,399
Full Price $2,799
Leaders in financial psychology and behaviour change
Backed by financial psychology, economic empowerment, mindfulness and behavioural change for sustainable and lasting results for clients.
Revolutionise the way you work with clients
- Improve client outcomes
- Distinguish yourself in your field
- Extend scope of practice
- Transform your financial advice
About your trainer
Jane Monica-Jones is a leading Financial Therapist and Trauma Informed Financial Wellbeing Specialist and co-founder of the Financial Wellbeing Company.
She is a pioneer in the study of the psychological and behavioural challenges with money and financial management practices, such as gambling, overt financial risk, retail therapy, overspending and underearning. She has a passion for this sometimes challenging subject and works compassionately with clients and employees of organisations to repair this relationship.
Jane is the author The Billionaire Buddha a culmination of her work, study and research in the field of Financial Therapy and of the Money Mental Health Cards series. Jane is the host of Financial Therapy, a podcast dedicated to the promotion and facilitation of economic empowerment for all. Also check out Financial Wellbeing for all her financial literacy, financial capability and economic empowerment trainings.
Jane Monica-Jones is a global leader in trauma informed financial wellbeing and is regularly featured in these news outlets.
FIND OUT MORE ABOUT THE COURSE BY SPEAKING WITH JANE - book a call
Terms and Conditions:
Please read our terms and conditions for enrollment into the Trauma Informed Financial Advisor Certificate.
Purchase of this program is agreement that you have read and accepted these terms and conditions.
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