AICPA SOC 2 Compliant, An AARP Portfolio Company
RSSA Program Package

Become a Registered Social Security Analyst® (RSSA®)

The Ultimate Client Acquisition Strategy for Financial Professionals

The RSSA® Program is more than education—it’s a business transformation. Thousands of financial professionals have already become RSSAs and are using our proven system to 10X their income, attract a steady stream of high-value clients, and dominate their markets.

Tuition - $3329

or pay as little as $170/month with Klarna*

Payment Providers
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Education & Training

Master advanced Social Security strategies with our 5-module program, featuring software training and case studies to elevate your client offerings.

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RSSA® Certification

Register to take & pass the national RSSA Competency Final Exam to become a Registered Social Security Analyst®

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Software and Support

Annual membership includes RSSA Roadmap® software, continuing education, client engagement & marketing tools, software/case support, and more.

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Everything You Need to Help Clients Maximize Their Benefits

  • Strategies to maximize Social Security benefits
  • RSSA Roadmap® software to generate reports
  • Practice tools and forms
  • Video case studies
  • Access to the RSSA Final Exam
  • RSSA credential certificate
Enroll Now

Develop 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.

Retired Couple Working On Social Security Application Retired Couple Working On Social Security Application
Retired Couple Working On Social Security Application

Earn Required 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). RSSA training is approved for FINRA’s Firm Element Continuing Education.

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Hear What Other RSSAs Are Saying About Our Program

Frank Garcia

“Becoming a Registered Social Security Analyst has opened doors to multiple clients and referrals. When I tell them I’m an RSSA, they want to know more.”

Frank Garcia

Insuranceko | Ash Brokerage

Jeanine Kinzie

“After completing the RSSA program, I was immediately able to apply my Social Security knowledge to help a client make informed decisions about their benefits.”

Jeanine Kinzie

Great Lakes Insurance Agency

Erin Fountain

“Being able to help people get into a better position is so important, and I can do that because of the knowledge that being an RSSA provides.”

Erin Fountain

Suncoast Social Security Advisors

Erin Fountain

“Having the RSSA designation gives me more credibility and trust with clients. It’s not just about being a financial advisor—this shows I truly understand Social Security.”

Catherine Allen-Carlozo

HFM Investment Advisors, LLC

Earn Your RSSA® Credential

Join the thousands of professionals who’ve already completed the RSSA® Program, and help your clients make smarter Social Security decisions.

Tuition - $3329

or pay as little as $170/month with Klarna*

Payment Providers