Module 3: COREvalues

Module 3 will prepare you to administer and interpret the results of the COREvalues assessment.

By the time you complete this module you should be able to:

• Describe what core values are, and why they matter to clients’ financial plan

• Understand the different sections of the COREvalues report

• Send an assessment to a client and their family members

• Interpret the results of a family’s COREvalues report

• Share follow-up activities with a family who has completed the assessment

Here are the lessons:

• Lesson 1: What are COREvalues?

• Lesson 2: What is the COREvalues report?

• Lesson 3: How to send the COREvalues assessment

• Lesson 4: Sharing the COREvalues report with clients