RSSA® Program with Software and Training


RSSA® Social Security Program with Software & Training
Advisors need to learn how to use RSSA Roadmap® Social Security optimization software to get their clients hundreds of thousands of dollars in additional retirement income.

The RSSA® designation program is the only program where you will receive Social Security software, the training to use the software, and the education to become a Social Security expert. This program will teach you how to use software to analyze and provide comprehensive reporting that will help your clients maximize their Social Security benefits. After passing the proctored national exam and earning the RSSA® designation, your annual membership includes the RSSA Roadmap® Social Security optimization 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.



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® Optimization Software training to generate client reports
  • Video case studies
  • Practice tools and forms
  • And much more…

To reach a thorough understanding of Social Security and to include Social Security income planning in your client service offering, becoming a Registered Social Security Analyst® (RSSA®) is a great place to start. The program is also appropriate for those who want to further their understanding of Social Security if you already know the basics!

The knowledge and software training that you will gain by completing the RSSA® course will be meaningful for your practice and your clients as the demand for expert Social Security advice is unprecedented. The RSSA® training is the only program that includes everything you need, to turn prospects into clients.

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® 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 software training today.

The RSSA® Program is the only Social Security education program with RSSA Roadmap® Social Security optimization 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.