Frequently Asked Questions

We Are Here to Help You Succeed

Getting your RSSA certification is exciting, but it can be daunting. We want you to succeed and we’re here to support you. Here are answers to common questions. If you still have questions, please contact us.

What are the requirements to become a Registered Social Security Analyst?

There are no specific requirements to become a Registered Social Security Analyst, but it does help to have an affinity for numbers, be attuned to details, and care about helping others. To be successful with your RSSA practice will require a commitment to finding clients. People who are passionate and driven, and have a social network to tap into can find success being a RSSA.

How long does the training take?

Financial professionals have done each module in about 3 to 5 hours, about 15 to 25 hours total for the entire course. Non-financial professionals may take a little longer.  Spending a little time every day, you can take the course in about a month. There is no time limit for completing each module, so you can take the course at your own pace, without pressure.

What happens if I don't pass the tests?

You can retake the tests until you pass them.

What kind of support is provided to RSSAs?

Once you pass your RSSA certification, you join the National Association of Registered Social Security Analysts (NARSSA) and receive a range of marketing support, including business cards, brochures, presentations, a webpage on the Find a RSSA site, connections to financial professionals in your area, and other materials and support.

See the Marketing Support page for more information. 

Do I have to set up my own company or will I work for the company?

RSSAs can be independent business owners or work for financial firms, such as CPA firms. If you are working for yourself, you can operate as a sole proprietor, or consider incorporating as an S-Corp or LLC to protect yourself. 

National Association of Registered Social Security Analysts (NARSSA) which oversees the RSSA credential does not hire RSSAs directly, but we do make referrals to RSSAs from people searching for one in your area.

Does the RSSA organization provide leads to Analysts?

Yes. We have a website with a Find a RSSA feature that allows people to search for a RSSA in their area. We send those leads to RSSAs like you.

What are the best ways to get clients?

RSSAs have found success in getting clients by being very active in their communities and aggressive with their marketing. You can start out by letting your friends and family know what you do. Create or update your LinkedIn page, post on social media, send a news release out to your local media. Create awareness in your area by hosting events at your local library, business and social organizations. Attend chamber of commerce and other business events. And network with financial professionals. Partner with other financial professionals, realtors, or salespeople who are always out meeting new people. There is so much you can do. 

As a member of NARSSA, you will receive a welcome kit with marketing guides and sample materials of the business cards, brochures, presentations, and other materials that will be available for you to imprint with your name and contact information. We aim to make it as easy as possible for you to get business.

How many other financial and/or tax professionals will you introduce me to?

We have the largest database of CPAs and Tax Preparers in the country — about 250,00 CPAs and 400,000 Tax Preparers, so we will likely have a pool of professionals in your area to connect you with.

Does each RSSA have their own territory?

No. Since there isn’t a restriction on who can apply to become a RSSA (or who ultimately passes the course to become one), there isn’t a way to manage territories. However, since the credential is new, there is not a lot of competition among RSSAs for customers.

How long does it take to do a Social Security analysis for a client?

Once a RSSA receives an inquiry from a prospect, the RSSA might spend a 15-minutes on a brief call or chat to see if it is someone they can help. If so, they will send a questionnaire for the prospect to fill out and schedule a call or in-person meeting. This meeting to review the completed questionnaire and ask other questions about the person’s finances and retirement goals, can take 30-minutes to an hour. The RSSA will then run the analysis using the online software. The RSSA will then present and review the report with their client. This can take  30-minutes to an hour, or more time, if the client needs further explanation or has a complicated case. Overall, this process can take 1 to 3 hours of time. Some RSSAs like to follow up with their clients at some point in the future to see if they have followed the advice or if they need to adjust their variables and run other scenarios in the online software (the data is stored so it can be accessed and adjusted at a future date).

How much can RSSAs charge for their service?

That really depends on you and your local market. Some RSSAs charge $250 for the analysis, and some up to $1,000.

How much can a RSSA make per year?

That depends on your local market and how much time and energy you are willing to put in. Here are a few scenarios:


A RSSA who works 20 hours a week at getting business and lands 2 clients per week at $250 per analysis will earn $25,000 annually in gross revenues.


A RSSA who works 30 hours a week, lands 3 clients per week, and charges $500 per analysis will earn $75,000 per year before expenses. Assuming $5,000 in expenses, that’s a yield of $70,000 in profit.

A RSSA who is dedicated full-time and serves one client per day and charges $750 per analysis will earn $187,500 gross.

What are the costs for being a RSSA?

  • Social Security Online Education Program: $1,500
  • Registration for National RSSA Competency Exam
    • Pros: $350
    • Non-pros: $500
  • NARSSA Membership
    • Associate members: $179/year
    • Registered members:
      • Pros: $479/year
      • Non-pros: $2,500/year

What do I need to do to maintain my RSSA certification?

In order to continue to be certified as a Registered Social Security Analyst and use that designation, you need to be a member of the National Association of Registered Social Security Analysts (NARSSA) in good standing, and earn the required amounts of continuing professional education (CPE) units per year (after the first year). These continuing professional education courses are offered by NARSSA as part of your membership.

What if I have a client question I can't handle?

You can call us at 800-645-6576.