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

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

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

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

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

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

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)

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

9. Questions/Discussion