Module 5: COREviews

Module 5 will introduce you to the COREviews assessment and the associated report. By the time you complete this training, you should be able to:

• Understand what the COREveiws report represents for a family

• How to send a COREveiws assessment

• How to interpret the results of the COREviews report

• How to help your clients develop address any misalignments between their views on wealth and inheritance

Here are the lessons:

• Why COREviews

• What is the COREviews report?

• How to send the assessment

• How to share the COREviews report