RSSA Program for Financial Professionals

Sign Up – Take the 5 Self-Study Courses Online – $1,500

Social Security Education & Training for Financial Professionals & Advisors

Earn Your Credential as a Registered Social Security Analyst

Step 1

1 Training & Education –
The 5-Course Program

Learn Social Security strategies & law, how to use specialized software to maximize clients' Social Security benefits & grow your business
Step 2

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 (RSSA)
Step 3

3 Membership & Support
After Passing the Exam

Membership resources for success include software, MS Office 365, CRM tools, social media marketing, coaching & continuing education

Includes Everything You Need to Know about Social Security – Watch This Short Video

  • Concepts to maximize Social Security benefits
  • Software to generate written client reports
  • Practice tools and forms
  • Video case studies
  • Pass the RSSA Competency Final Exam
  • Receive your RSSA Credential Certificate
  • Receive client referrals

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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