RSSA

The RSSA® Program Package

Education, Software, Certification, Lead Generation, Training & Support

Earn Your Certificate as a Registered Social Security Analyst®

Pay Only $3,329

You receive Software & Training, RSSA® Competency Final Exam,
first year of NARSSA Membership, and RSSA® Roadmap Software.
As an RSSA, you can provide clients and prospects with access to their very own RSSA Roadmap Portal. Clients and prospects can log in, securely enter their data and begin optimizing their Social Security benefits. As clients enter their information, it automatically syncs into your RSSA Roadmap dashboard, making the process of managing and gathering client data easy and efficient. The Client Portal is not only a time-saving tool for an RSSA, but it's also a simple way for your clients to stay organized and current with any changes to their Social Security plan.

Includes Everything You Need to Know about Social Security

  • Strategies to maximize Social Security benefits
  • RSSA Roadmap software to generate client reports
  • Practice tools and forms
  • Video case studies
  • Pass the RSSA Final Exam
  • Receive your RSSA credential certificate

Develop Core Competency in Social Security

The online self-study courses cover spousal and family benefits, claiming strategies, government pension offset, windfall elimination provision, acronym definitions including PIA and FRA, retirement income taxation, survivor and disability benefits, delayed retirement benefits, Medicare Part A and Part B, when and what to file.

Receive Continuing Education Credits

The training curriculum meets QAS requirements and is accepted for self-study in all states for CPAs by NASBA (15.5 CPE credits), for EAs and PTIN holders by the IRS (10 CE credits), for CFPs by the CFP Board (8.5 CE credits), for the AIF/AIFA/PPC credentials by Broadridge Fi360 (8.5 CE credits), and for insurance agents (up to 12 CE credits).

Sign Up Now – Become an RSSA®

Personal Information

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License Numbers for CE Credits

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Address & Contact Information

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