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).