CPE Credit Requirements
The training curriculum meets QAS requirements and is accepted for self-study for college designees by the American College of Financial Services (8.5 CE credits), 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).
The American College of Financial Services
College Designees
The RSSA® Program is eligible for use toward the Professional Recertification Program (PRP) requirements for designees of the American College of Financial Services. Designees who are recertifying credentials earned through the American College may apply completion of the RSSA® Program (all five courses) toward their continuing education requirement. Completion of all five courses earns 8.5 CE credit hours, which may be self-reported for PRP credit in accordance with the American College's recertification guidelines and subject to final acceptance.
Certified Public Accountants
NASBA Sponsor Number: 142002
National Association of Registered Social Security Analysts is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website NASBARegistry.org.
Enrolled Agents & Other Tax Return Preparers
IRS Provider Number: QOYXT
National Association of Registered Social Security Analysts has entered into an agreement with the Office of Professional Responsibility (OPR), Internal Revenue Service, to meet the requirements of Title 31 of the Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the OPR as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by EAs and OTRPs will be reported directly to the IRS.
Certified Financial Planners
CFP Board Sponsor Number: 7834
National Association of Registered Social Security Analysts is registered with the Certified Financial Planner Board of Standards as a sponsor of continuing education. Certified Financial Planner Board of Standards owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Fi360 Designations
AIF/AIFA/PPC
The RSSA Social Security Program is approved for the Accredited Investment Fiduciary (AIF), Accredited Investment Fiduciary Analyst (AIFA), and Professional Plan Consultant (PPC) credentials by Broadridge Fi360. Click here for Broadridge Fi360 continuing education requirements and other information. Click here to view the list of approved continuing education providers for Fi360.