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:
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- Articulate what the COREviews report represents for a family
- Send a COREviews assessment
- Interpret the results of the COREviews report
- Help your clients address any misalignment in their views on wealth and inheritance
