RSSA® Certificate eLearning Program


Become a Social Security Expert

Earn Your Credential as a Registered Social Security Analyst® (RSSA®)
The RSSA® Certificate eLearning Program is the only 5-module Social Security Program that includes RSSA Roadmap® Social Security software, and the training to use the software. This training program is approved by the IRS, NASBA, CFP Board, Broadridge Fi360 Solutions, and for Insurance CE Credits on a state by state basis. Click here for state specific insurance continuing education monitoring requirements, forms and other information. See CPE Credit Requirements for sponsor information. This course will teach you everything you need to know about offering expert Social Security advisory services.



RSSA Social Security Education Includes:

  • Concepts to maximize Social Security benefits: spousal 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
  • RSSA Roadmap® Social Security Software and Software training
  • Video case studies
  • Practice tools and forms
  • And much more…

Learn to help your clients maximize their Social Security benefits; often resulting in tens or hundreds of thousands of dollars in additional retirement income. Expert Social Security advisory is an outstanding way to enhance the relationship with your existing clients, differentiate yourself from your competitors, and to acquire new clients and AUM.

Continuing Education Credits
CPAs: 15.5 credits
EA: 10 credits
CFP®: 8.5 credits
AIF®: 8.5 credits
AIFA®: 8.5 credits
PPC®: 8.5 credits

Insurance Continuing Education Credits
Click here for state specific insurance continuing education monitoring requirements, forms and other information.

Watch NARSSA President & Co-Founder Martha Shedden, RSSA, explain why advisors with Social Security expertise are in an excellent position to add value to their clients. When to start collecting benefits is for many retirees, the first, and the most important retirement financial decision they will make. Only an advisor who specializes in Social Security will have the knowledge to help retirees with their Social Security claiming decision. Become an RSSA® today.

*If interested in purchasing an RSSA® Certificate eLearning Program package of licenses for your team, please reach out to


About RSSA

The RSSA® credential is the standard of excellence in Social Security advisory and planning. As a Registered Social Security Analyst®, you will help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income. Take advantage of this smart opportunity and get started with your education and training today.

The RSSA® Certificate eLearning Program is the only Social Security education program with RSSA Roadmap® Social Security software training, created for advisors who want to take a deeper dive into the nuances of Social Security. After completing the program and passing the national RSSA® Competency final exam, advisors are well-positioned to help existing and prospective clients with their Social Security planning needs.

The RSSA® credential is included in the FINRA Professional Designations Database.

Watch our video to learn why Financial Advisors, CPAs, CFPs, Lawyers, Enrolled Agents, and Insurance Professionals are pursuing the RSSA® credential.