Women mental health professionals in discussion in a light-filled training studio

Expressions of interest are open

For Mental Health Professionals

Trauma & Money

Work with money as a survival issue.

A trauma informed, somatic and psychologically grounded training for therapists, delivered with the Procovo Institute.

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19–21 November 2027 · 3-day live course

Why trauma informed matters

Money is never just money.

It holds safety, survival and belonging.
And it carries our history.

When clients are dysregulated, distressed or at capacity, standard approaches to money can miss the mark. This training helps you recognise the nervous-system imprint of trauma on financial decisions — and respond with skill, integrity and care.

What you'll be able to do

Clinical confidence with money.

Recognise

Identify trauma responses presenting as financial behaviour — freeze, fight, fawn and collapse.

Regulate

Sequence regulation first, before any practical money work begins.

Understand

Work with intergenerational financial patterns and money as a survival issue.

Intervene

Apply evidence-based interventions that rebuild client financial resilience.

Refer

Hold the line between therapeutic work and regulated financial advice, with clear language for referring on.

Sustain

Protect your own wellbeing with vicarious-trauma and burnout awareness.

The syllabus

Four modules, built around real practice.

Foundations of Financial Wellbeing

The psychology of money, financial behaviours, and the trauma informed approach.

Money, Trauma & the Nervous System

How financial stress and trauma show up in clients, and how to work with them safely.

Assessment & Conversation Tools

Practical frameworks and tools — including the Money Mental Health Cards — for client conversations.

Applied Practice

Case studies, supervised practice, and integrating financial wellbeing into your professional work.

What's included

Less theory alone.
More skill in the room.

Experiential, somatic and grounded in clinical practice — so you leave with tools you can use with clients the following week.

Case studies and roleplay for difficult money conversations.
Safety checkpoints and referral pathways.
Reflective exercises on bias, stereotypes and ethical boundaries.
Somatic, nervous-system informed practice tools.
Live, experiential learning with Jane.
Certificate of professional development.

Who it's for

For practitioners who wish to better support clients around money.

Not a financial product or investment advice course — a therapeutic training for the money conversations already happening in your room.

Psychotherapists, counsellors and psychologists.
Social workers and somatic practitioners.
Financial therapists and coaches with a therapeutic lens.
Professionals whose clients bring money stress, shame or crisis.
No financial qualification is assumed.

Your trainer

Jane Monica-Jones

Psychotherapist | Somatic Experiencing Practitioner | Financial Therapist | Educator

A world leader in trauma and money, Jane has trained professionals internationally in integrating financial wellbeing into therapeutic practice — bringing clinical depth, somatic skill and decades of experiential facilitation.

More about Jane

Questions

Before you enrol

I'm not a financial professional — is this for me?: Yes. The training is designed for therapeutic professionals. No financial background is needed and nothing asks you to give financial advice.
Will this push me outside my scope of practice?: No. The course is explicit about scope and gives you language for referring on to an adviser or financial counsellor.
Is it accredited for my registration?: It's professional training rather than an accredited CPD or CEU activity in every jurisdiction. Check your association's rules before claiming.
How somatic is the material?: The core model treats financial behaviour as a nervous system state and puts regulation before practical money work.

Next cohort

Ready to bring this into your practice?

Expressions of interest are open.