RSSA® Certificate Program for Financial Professionals

Sign Up – Take the 5 Self-Study Courses Online

Social Security Education & Training for Financial Professionals & Advisors

Earn Your Credential as a Registered Social Security Analyst

Step 1


Training & Education –
The 5-Course Program

Learn advanced strategies & rules, includes RSSA Roadmap software & training with case studies to provide value-add to your clients

Step 2


Pass the Exam & Earn
Your RSSA Credential

Register to take & pass the national RSSA Competency Final Exam to become a Registered Social Security Analyst

Step 3


Membership Includes
Software & Client Support

Membership resources including access to RSSA Roadmap software, client marketing, continuing education courses & more

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 Competency Final Exam
  • Receive your RSSA Credential Certificate

Develop Core Competency in Social Security

The online courses cover spousal 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. View complete RSSA Program Outline.

Receive Continuing Education Credits

Certified Public Accountants
Enrolled Agents
Certified Financial Planners
15.5 credits
10 credits
8.5 credits
The training curriculum meets QAS requirements and is accepted for self-study in all states for CPAs by the National Association of State Boards of Accountancy, for Enrolled Agents and PTIN holders by the Internal Revenue Service, and for CFPs by the Certified Financial Planner Board. See the CPE Credit Requirements page for sponsor information.

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