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

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

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

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

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

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

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

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

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

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

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

Questions/Discussion 12