Module 6: COREobstacles

Module 6 will introduce you to the COREobstacles assessment and the associated report. By the time you complete this training, you should be able to:

• Understand what the COREculture report represents for a family

• How to send a COREobstacles assessment

• How to interpret the results of the COREobstacles report

• How to help your clients develop more confidence in addressing their obstacles to growing and transferring wealth

Here are the lessons:

• Why COREobstacles?

• What is the COREobstacles report?

• How to send the assessment

• How to share the COREobstacles report