Continuing Education Courses

Self-Study Courses Approved by NASBA, IRS & CFP Board

Social Security & Immigrants
Professionals who help retirement-age workers with questions about Social Security should be well-informed on how immigrants - both legal and undocumented - affect and are affected by the Social Security program.
2.0 Credits $40.00 Register
Social Security & Self-Employment
As a self-employed RSSA, you have the opportunity to offer Social Security education, analyses and advice to all workers approaching retirement age, whether they are employed by a company and receiving a paycheck or are also self-employed and running their own business.
2.0 Credits $40.00 Register
Social Security Benefits, Finances & Policy Options
This course provides factual background about Social Security, its benefits and finances, and some policy options to improve the program.
1.0 Credit $20.00 Register
Founding, Fixes & Future of Social Security
This course is intended to give a historical perspective of the Social Security program specifically focused on the financial specifics of the trust funds, past amendments and proposed future fixes to assure long-term solvency of the program.
1.0 Credit $20.00 Register
Devin Carroll Answers Caller Questions
This course is a mix of questions from individuals and families collecting Social Security benefits. The format is a podcast by Devin Carroll, based on calls he receives from individuals around the country who have interesting questions to consider. Many of these considerations can be applied by an RSSA to help their own clients.
1.0 Credit $20.00 Register
How to Choose the Right Time to File for Social Security
This course will help you find out how to simplify the rules and use them to your clients' advantage so they can get every dollar in benefits they deserve.
1.0 Credit $20.00 Register
Qualified Domestic Relations Order (QDRO)
This course will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.
2.0 Credits $40.00 Register
An Overview of SECURE 2.0
This course will summarize the key provisions of SECURE 2.0 with examples for some of the more involved issues. Until regulations and/or guidelines are provided by the IRS and DOL, many of the changes are subject to interpretation based on the language provided.
1.0 Credit $20.00 Register