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Senior Planning

Senior Planning, or financial planning for seniors, is becoming an increasingly important job requirement for Financial Advisors and Agents. These financial professionals need be conversant in the following planning areas:

In sum, this means gaining the broad-based knowledge of the key health, social and financial factors that are important to seniors, and the dynamics of how these factors work together in seniors' lives. Then applying this knowledge to relate to seniors - understanding why seniors make certain decisions, why seniors have particular aversions to risk, and how to communicate with seniors most effectively.

Today's seniors are faced with many complex retirement decisions, and their relationships with their financial advisors are built squarely on trust, communication and the advisor's level of competency on issues facing seniors.

With the proliferation of Baby Boomers nearing or enjoying retirement, this segment of the population provides an unprecedented opportunity for Advisors/Agents to grow their practice, while helping these Boomers prepare for retirement.

Let VendorPedia help you with additional Senior Planning 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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