The RSSA® Program for Financial Professionals

Includes Social Security Education, Software, Training & Client Support

Earn Your Certificate as a Registered Social Security Analyst®

Step 1

Software & Training –
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 Certificate

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 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®

The RSSA® Education


The RSSA® Certificate eLearning Program is the only Social Security program that includes RSSA Roadmap® Social Security software, and the training to use the software.
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The RSSA® Program Package


The package includes Software & Training, RSSA® Competency Final Exam, first year of NARSSA Membership, and RSSA Roadmap® Client Portal Package (over $1,000 in savings).
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