Trauma and Money - Financial Counsellor Level 1 - Sydney

Discount on group bookings

SYDNEY This course is designed to empower financial counsellors with the knowledge, skills, and capability needed to comprehensively address the intersection of trauma and financial wellbeing. Participants will gain a thorough understanding of trauma and its various manifestations, providing critical insights into how trauma influences financial behaviors, decision-making processes, and long-term financial outcomes.

Course Objectives:

• To understand the fundamentals of trauma, including its causes, types, and effects on individuals.
• To explore the relationship between trauma and financial behavior, recognising patterns and triggers.
• To develop practical strategies and tools to support clients impacted by trauma in their financial recovery and empowerment.
• To foster a holistic approach to financial capability building that incorporates emotional, psychological, and financial aspects of wellbeing.
• To enable financial counsellors to create supportive and safe environments for clients dealing with trauma.

Key Topics:

Introduction to Trauma:

• Definition and types of trauma (acute, chronic, complex)
• Psychophysiological and behavioural effects of trauma

Trauma and Financial Behavior:

• How trauma impacts financial decision-making and behaviour
• Identifying trauma-related financial patterns and behaviors

Practical Strategies for Financial Counsellors:

• Trauma-informed communication techniques
• Developing personalized financial recovery plans
• Tools and resources for trauma-sensitive financial counselling

Holistic Approach to Financial Wellbeing:

• Integrating emotional and psychological support with financial counselling
• Building client resilience and financial agency
• Strategies for long-term financial empowerment and stability

Creating a Supportive Environment:

• Best practices for establishing trust and safety with clients
• Case studies and role-playing exercises
• Ethical considerations and professional boundaries

Learning Outcomes:

By the end of this course, participants will:

• Have a comprehensive understanding of trauma and its impact on financial wellbeing.
• Be equipped with effective, trauma-informed strategies to support clients in financial distress.
• Be able to apply holistic financial counselling approaches that address both emotional and financial needs.
• Gain confidence in creating safe and supportive counselling environments that foster client trust and empowerment.

Duration:

This is a full day, in-person course including a mix of lectures, interactive workshops, case studies, and practical exercises.

Price:

• General admission $495pp
• 2-5 attendees $395pp
• 6-10 attendees $295pp
• 11+ $255pp

CPD Requirement Applicable:

This course is defined as a Facilitated Interactive Training and has 6 CPD requirement points applied. Participants will receive a 6 CPD certification upon successful completion of the course, acknowledging their enhanced competency in trauma-informed financial counsel.

Join us in this transformative learning journey to better support your clients and make a meaningful impact in their financial and overall wellbeing.

Details:

Full one day workshop

Registration from 8.45am, workshop runs from 9.00am – 4.30pm

Morning / afternoon tea included.

About Your Trainer:

Jane Monica-Jones is Australia's leading Financial Therapist and Trauma Informed Financial Wellbeing Specialist. 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 an inspiring and compassionate speaker and teacher, with a breadth of knowledge on the human condition. Jane speaks from her heart sharing her knowledge and wisdom with profound insight, passion & plenty of humour thrown in. ​She features regularly in the media for her work in financial therapy and financial wellbeing and is often called upon as an expert in Australia and around the world.

Speak to the trainer, Jane about this course

Refund policy

Before registering for this event please ensure you're able to attend as there are limited places and no refunds. In case of an illness we can transfer your ticket to another person or to the next available event.