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).

Insurance Continuing Education

The RSSA Social Security Program is approved for insurance continuing education credits on a state by state basis. Click here for state-specific insurance continuing education monitoring requirements, forms and other information.

Sign Up Now – Become an RSSA®

Personal Information

The first name is required.
The last name is required.
The area of expertise is required.

License Numbers for CE Credits

The NPN is required.

Login Information

The password is required.

Address & Contact Information

The street address is required.
The city is required.
The state is required.
The country is required.
The phone is required.