NAPFA has partnered with The National Association of Registered Social Security Analysts (NARSSA.org), the nation’s leading membership organization for financial professionals and advisors engaged in Social Security advisory. If you want to learn more about Social Security to better serve clients, the RSSA eLearning program is for you. Become an expert Social Security Advisor - a Registered Social Security Analyst.
The RSSA eLearning program is a 5-module Social Security education program with software training. After completing the educational 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 program is approved by the IRS, NASBA, and CFP Board for CE credits. The RSSA credential is the standard of excellence in Social Security advisory and planning. Advisors learn how to help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to.
Training Features
- Offers an intensive self-study Social Security education, created for advisors who want to take a deeper dive into the nuances of Social Security and learn how to help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to
- Learn Social Security strategies & law, how to use specialized software to maximize clients' Social Security benefits while earning 8.5 CFP® continuing education hours.
- After completing the educational 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 as an RSSA expert Social Security advisor.
Courses
1. Module I: Social Security Basics
Chapter 1: Getting Started with Social Security
Chapter 2: Retirement & Family Benefits
Chapter 3: The Election Claiming Decision
Chapter 4: Social Security Optimization
2. Module II: Social Security Advanced Topics
Chapter 1: Claiming Strategies
Chapter 2: Pensions & Social Security
Chapter 3: Taxation of Social Security Benefits
Chapter 4: Disability
Chapter 5: The Future of Social Security
3. Module III: Bridging to Retirement Planning
Chapter 1: The Big Picture
Chapter 2: Taxation of Retirement Income
Chapter 3: Social Security & Retirement Case Studies
Chapter 4: Medicare
4. Module IV: Marketing Social Security Income Planning Services
Chapter 1: Social Security Services
Chapter 2: Becoming an Expert
Chapter 3: Marketing Your Services
Chapter 4: Getting Started
5. Module V: Social Security Software Case Studies
Chapter 1: Mark Hamill - Single with a Pension
Chapter 2: Robert & Sarah Marsh - Married with Disabled Adult Son Greg
Chapter 3: Julie Woods - Divorced
Chapter 4: Thomas & Anne Miller - Self-Employed
Become a Social Security Expert
NAPFA continues to champion consumer protection and financial services delivered in the public interest. There is a tremendous demand for professionals that understand Social Security. More than 70 million Baby Boomers will collect Social Security. They will need personalized answers. As a Registered Social Security Analyst, you can 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 training today.
What is the RSSA Program?
RSSA is the only Social Security Program with software training approved by the IRS, NASBA, and CFP Board for CPE/CE credits. This course will teach you everything you need to know about offering expert Social Security advisory services as a new service to your clients.
How can the RSSA Program help your practice?
Learn to help your clients maximize their Social Security benefits; often resulting in tens or hundreds of thousands of dollars in additional retirement income. You'll learn how to use sophisticated Social Security maximization software that generates a custom report for you to review with your clients. 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.
How Can You Claim Your NAPFA Member Benefit?
As a member of NAPFA, we are providing you with Promo Code NAPFA300 to take the course and earn your RSSA Credential.
Use Promo Code NAPFA300 at checkout to save $300.