Accredited Retirement Advisor

ACAT Step 1


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The Accredited Retirement Advisor (ARA) 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.

In order to become an ARA, you must pass the 100 question ARA examination which is offered twice a year at testing centers around the country. Candidates must be at least 18 years of age. There are no educational or experience requirements to take the ARA exam and to earn the ARA credential.

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