1. Overview of Training & Test for 2009
Pub 4491 – Student Guide
Pub 6744 – Test
Link & Learn/Practice Lab 1

2. Competencies AARP Competencies Basic Competencies
Intermediate Competencies
Advanced Competencies
Use of Link & Learn and Practice Lab 2

3. AARP Competencies AARP Admin, Policies, & Quality Site Requirements
AARP Security and Privacy
Client Facilitator
ERO Training
Interviewing and in-take process 3

4. Basic Competencies Total of 18 Competencies
Pub 4491 – covers 23 Lessons
30 Questions on the Test
Includes 5 “mini” scenarios
Completion of 2 complete returns
QR of 1 completed return 4

5. Intermediate Competencies
Total of 8 Competencies
Pub 4491 – covers 7 Lessons
20 Questions on the Test
Includes 2 “mini” scenarios
Completion of 2 complete returns 5

6. Advanced Competencies
Total of 5 Competencies
Pub 4491 – covers 6 Lessons
15 Questions on the Test
Includes 3 “mini” scenarios
Completion of 1 complete return 6

7. New Competencies in Training and Test
ARRA - American Recovery and Reinvestment Act of 2009
Schedule K-1s’ included in Pub 4491
Mortgage Foreclosure and Debt Cancellation included in Pub 4491
Use of Link & Learn for taking test for returning volunteers (must have at least one year in program) 7

8. Resources Provided by NTTC
Power Point Slides for each lesson
ARRA Power Point Presentation
Mortgage Foreclosure and Debt Forgiveness Presentation and checklist
AARP Administration and Quality Site Requirements 8

9. WHERE TO FIND SLIDES Go to NY3 web page http://nytaxaide.org/
Click on CATEGORIES pull down
Select “TRAINING

10. JOE'S SLIDES Select “Instructor Training Slides”
Download selected files

11. COUNSELOR TRAINING SLIDES
Click on “PBT Slides”
Current date is 9/09
These will be updated
Unzip files

12. Questions/Discussion12