Learn the trauma informed financial wellbeing approach to support clients

In this training you'll learn new interventions to work with clients that have financial challenges to support financial recovery and build financial resilience. This training extends the scope of your therapuetic practice by including an important component of trauma informed care.

  • Understand the impact of trauma on financial wellness and support client financial recovery

  • Identify maladaptive behaviours that are trauma responses and rebuild client financial resilience

  • Extend the scope of therapuetic practice

  • Create more psychological safety for clients who struggle financially

Training designed for mental health professionals and social support workforce

Trauma can have a profound impact on an individual's ability to manage their finances. It can lead to difficulties with money management, impulse spending and lack of financial stability. Trauma can cause an individual to underearn, overspend, gamble and engage in overt financial risk. It impacts the ability to maintain stable employment, steady income , build future financial wellbeing and challenges esteem and mental health.

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Course curriculum

    1. Welcome

    2. Introduction - Trauma and the nervous system - eBook

    3. Introduction - Trauma and the nervous system - Video

    4. Introduction - Trauma and the nervous system - additional viewing - Master Series

    5. Module 1 - What is trauma informed financial wellbeing - Audio

    6. Module 1 - What is trauma informed financial wellbeing - eBook

    7. Module 2 - Quick reference: The impact of trauma on personal finances - Audio

    8. Module 2 - Quick reference: The impact of trauma on personal finances - eBook

    9. Module 3 - Somatic approach to money - Audio

    10. Module 3 - Somatic approach to money - eBook

    11. Module 4 - Money and the threat response – threat, survival and thriving - Audio

    12. Module 4 - Money and the threat response – threat, survival and thriving - eBook

    13. Module 5 - Psychological safety and money - Audio

    14. Module 5 - Psychological safety and money - eBook

    15. Module 6 - Working in a financially therapeutic way - Audio

    16. Module 6 - Working in a financially therapeutic way - eBook

    1. Module 7 – Trauma Categories – developmental, complex and shock - Audio

    2. Module 7 - Trauma Categories – developmental, complex and shock - eBook

    3. Module 8 - Working with trauma categories in financial capability

    4. Module 8 - Working with trauma categories in financial capability - eBook

    5. Module 9 - Adverse Childhood Experiences - Audio

    6. Module 9 - Adverse Childhood Experiences - eBook

    7. Module 10 - Complex trauma & financial capability - Audio

    8. Module 10 - Complex trauma & financial capability - eBook

    9. Module 11 - Gender trauma & money - Audio

    10. Module 11 - Gender trauma & money - eBook

    11. Module 11 - Gender trauma - additional reading - Healthy Aggression

    12. Module 12 - Ethnic & Racial trauma

    13. Module 12 - Ethnic & Racial trauma

    14. Module 12 - Racism - additional reading - How ethnic minorities face higher levels of financial exclusion

    15. Module 12 - Racism - additional reading - The Complexity of Racial Trauma

    16. Module 13 - Social trauma - economic, war, famine, pandemic, cultural and political

    17. Module 13 - Social trauma - economic, war, famine, pandemic, cultural and political

    18. Module 14 – Intergenerational trauma

    19. Model 14 – Intergenerational trauma

    20. Module 14 - Intergenerational trauma - additional listening - Study finds trauma effects may linger in body chemistry of next generation

    21. Module 15 - Familial trauma - parental death, divorce and single parenting

    22. Module 15 – Familial trauma – parental death, divorce and single parenting

    23. Module 16 - Intergenerational poverty - trauma and financial capability

    24. Module 16 - Intergenerational poverty - trauma and financial capability

    25. Module 17 - Debilitating wealth

    26. Module 17 - Debilitating wealth

    27. Module 18 - Money as trauma - Primogeniture

    28. Module 18 - Money as trauma - Primogeniture

    29. Module 19 - Shock trauma & Money

    30. Module 19 - Shock trauma & Money

    1. Nurturing psychological safety and money

    1. Conclusion

    1. Multigenerational Modeling of Money Management

    2. Financial Literacy, Financial Education and Downstream Financial Behaviors

    3. Financial Stress, Financial Literacy, Counselling and the Risk of Homelessness

    4. Does self control predict financial behavior and financial well-being

    5. I Wish I'd Known Sooner The Impact of Financial Counselling on Debt Resolution and Personal Wellbeing

    1. Trauma effects may linger in body chemistry of next generation

  • 54 lessons

Reduced for the next 5 hours

Launch discount price!

We've discounted the training price from $1399 to only $550. Save today.

Highly Comprehensive Training

Online on demand 24/7 content. Course is self paced, to support your professional practice.

$550
Normally $1399

Hurry this discounted offer is for a limited time.

Leaders in financial psychology and capability

Backed by financial psychology, economic empowerment, mindfulness and behavioural change for sustainable and lasting results for clients.

Normally $1,399, limited time only $550

  • Delivered in multiple formats
  • Self paced and on the go
  • Improve client outcomes
  • Exend scope of practice

Looking forward to working with you.

Jane Monica-Jones - Financial Therapist SEP, Co-founder Financial Wellbeing Company

Build financial capability in clients impacted by trauma

This program will help you gain the knowledge and skills necessary to work with clients who experience financial challenges as a result of trauma. A support professional who is sensitive to the financial concerns of their clients can help alleviate this burden on their mental health. Support your client to achieve overall wellbeing. During this training, you'll learn:

  • Evidence based strategies for implementing trauma informed financial wellbeing

  • Knowledge of various trauma categories and how they present in client's financial life

  • How to work with intergerational financial challenges and learn the barriers to change

  • New interventions for working with clients who have chronic financial challenges

  • Implement a new client financial capability model for financial recovery and resilience

This course does not provide Continuing Education credits. This course is for educational purposes only and does not constitute a professional qualification or certification.