Korea Accredited Retirement Planning Specialist (은퇴설계전문가, ARPS) study materials
Korea Accredited Retirement Planning Specialist (은퇴설계전문가, ARPS) study resources

Korea Accredited Retirement Planning Specialist (은퇴설계전문가, ARPS) study plan

Korea Accredited Retirement Planning Specialist (은퇴설계전문가, ARPS) · Give each week a clear focus.

8 weeks · About 5 hours per week

Week 1

Client goals, household cash flow and planning process

  • Review Client goals, household cash flow and planning process using the mapped guide and reference terms.

  • Attempt relevant questions before reading answers and explain the distinction or calculation.

Your checkpoint

A checked study log for Client goals, household cash flow and planning process, with supporting reasoning and unresolved questions.

Week 2

Korean public, workplace and personal pension foundations

  • Review Korean public, workplace and personal pension foundations using the mapped guide and reference terms.

  • Attempt relevant questions before reading answers and explain the distinction or calculation.

Your checkpoint

A checked study log for Korean public, workplace and personal pension foundations, with supporting reasoning and unresolved questions.

Week 3

Tax-aware planning, succession and documentation

  • Review Tax-aware planning, succession and documentation using the mapped guide and reference terms.

  • Attempt relevant questions before reading answers and explain the distinction or calculation.

Your checkpoint

A checked study log for Tax-aware planning, succession and documentation, with supporting reasoning and unresolved questions.

Week 4

Client goals, household cash flow and planning process

  • Review Client goals, household cash flow and planning process using the mapped guide and reference terms.

  • Attempt relevant questions before reading answers and explain the distinction or calculation.

Your checkpoint

A checked study log for Client goals, household cash flow and planning process, with supporting reasoning and unresolved questions.

Week 5

Korean public, workplace and personal pension foundations

  • Review Korean public, workplace and personal pension foundations using the mapped guide and reference terms.

  • Attempt relevant questions before reading answers and explain the distinction or calculation.

Your checkpoint

A checked study log for Korean public, workplace and personal pension foundations, with supporting reasoning and unresolved questions.

Week 6

Tax-aware planning, succession and documentation

  • Review Tax-aware planning, succession and documentation using the mapped guide and reference terms.

  • Attempt relevant questions before reading answers and explain the distinction or calculation.

Your checkpoint

A checked study log for Tax-aware planning, succession and documentation, with supporting reasoning and unresolved questions.

Week 7

Client goals, household cash flow and planning process & Korean public, workplace and personal pension foundations & Tax-aware planning, succession and documentation

  • Apply the cases before reading model responses.

  • Retest recurring errors with a mixed set and compare preparation with the actual syllabus.

Your checkpoint

A checked study log for Client goals, household cash flow and planning process, Korean public, workplace and personal pension foundations, Tax-aware planning, succession and documentation, with supporting reasoning and unresolved questions.

Week 8

Client goals, household cash flow and planning process & Korean public, workplace and personal pension foundations & Tax-aware planning, succession and documentation

  • Apply the cases before reading model responses.

  • Retest recurring errors with a mixed set and compare preparation with the actual syllabus.

Your checkpoint

A checked study log for Client goals, household cash flow and planning process, Korean public, workplace and personal pension foundations, Tax-aware planning, succession and documentation, with supporting reasoning and unresolved questions.

Milestones

Week 2: Explain the principal concepts using evidence rather than memorized option positions.

Week 5: Apply subject concepts to cases and identify assumptions and limits.

Week 8: Review mixed performance and the exact current qualification requirements.