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Financial Planning

Financial Planning is the process of defining and preparing to meet one's life goals by proper management of finances. These life goals can be different for each person or family, such as paying off one's house, a comfortable retirement, a second home, college tuition, etc.

One of the most important aspects of financial planning is that it provides direction in the financial decisions that an individual makes. Each financial decision may affect other areas of a person's finances. By viewing each financial decision as part of a whole, it becomes clear how these decisions create short and long-term effects on one's life goals.

Over the years, the financial planning industry has seen a shift away from a transactional, commission-based business model to a practice of making investment decisions based upon a client's financial plan and goals. Thus, the need for Advisors and Agents to become better trained in areas such as financial planning, Estate Planning, Senior Planning, IRA Rollovers, etc. is now greater than ever!

Let VendorPedia help you with additional Financial Planning training and resources!

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Examination Requirements

Each exam varies, depending upon the course:
  • ARe 143/144, ARM 56, AIAF 114: Eighty-five computer-administered, objective (multiple-choice) questions. Time allotted: 2 hours.

  • ARe 145: Students must answer 5, 10, or 15 multiple-choice questions on each article, and one must correctly answer 150 questions to complete the course. There will be at least 40 articles available from which to choose.

  • CPCU 520 and 540: Computer-administered essay. Time allotted: 3 hours.
National exams are given at local testing centers during the following two-month windows:
  • January 15 - March 15
  • April 15 - June 15
  • July 15 - September 15
  • October 15 - December 15
Contact Prometric testing centers at 800-266-3232 for more information or to schedule your exam; Exam fees will apply.

Ethics Requirement

Those pursuing the ARe designation must pass a 50-question exam in the Ethical Guidelines For Insurance Professionals online module. This module is offered by the Institutes at no charge. If you wish to earn CE credits for passing the 50-question, objective, online exam included with it, there is a nominal $5 administrative fee.

Additional Requirements

Candidates are not required to meet experience or education requirements to attain this designation.

Continuing Education Requirements

A designee is not required to fulfill any annual continuing education requirements, nor are there any annual fees for a designee to maintain the designation.
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