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:

• Articulate what the COREveiws report represents for a family

• Send a COREveiws assessment

• Interpret the results of the COREviews report

• Help your clients address any misalignment in 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