This credential recognizes professionals who have a thorough knowledge of topics relevant to retirement planning and special issues of senior citizens including tax planning and tax preparation for decedents, estates, and trusts; and applying your knowledge and skills in real-life situations when serving aging clients.
For more information on the ARA credential, review the ARA Candidate Handbook
Accredited Retirement Advisor® Credential Blueprint
Retirement Plans, Benefits & Retirement Distribution (21 questions)
Social Security, Medicare, Medicaid, veteran's benefits, retirement plans, retirement plan distribution and planning
Insurance, Health Care, Senior and Long-Term Care Options (21 questions)
Health insurance, long term care insurance, health care, long-term care, life insurance, senior housing options and issues
Estates, Trusts, Estate Planning & Taxation Considerations (44 questions)
Estates, trusts, estate planning, taxation of estates Form 706, decedent’s final return, gift tax returns Form 709, special considerations for the self-employed
Personal Residence Issues (10 questions)
Ethics & Professionalism in Serving Aging Clients (4 questions)