Module 2 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 team’s COREvalues report
  • Share follow-up activities with a team who has completed the assessment