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Social Security Training for CPAs & Financial Advisors

Available On Demand

Become a Social Security Expert and earn your new credential as a RSSA - a Registered Social Security Analyst. Add a new valuable year-round billable service to your tax practice that your clients are asking for. Take the only 5-course self-study online program that integrates software training so you can make money after completing. This program is approved by the IRS, the CFP Board and by NASBA for CPAs for continuing education.

Most retirees are confused and misinformed about the topic of Social Security and many are seeking expert advice. This course will teach you everything you need to know about offering Social Security advisory services as a new fee-based service to your clients.

More than 70 million Baby Boomers will collect Social Security. As a Social Security expert, you can help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income. 

Applicable Professions:

  • Other
  • Nonprofit Professional
  • Enrolled Agent
  • CPA - small firm
  • CPA - medium firm
  • CPA - large firm
  • CFP
  • CFO / Controller
  • Bookkeeper
  • Attorney

Prerequisites:

None

Advanced Preparation:

None

Presented By:
Martha Shedden, RSSA, CRPC

Martha Shedden, RSSA, CRPC

Martha Shedden, RSSA, CRPC, is president and co-founder of the National Association of Registered Social Security Analysts (NARSSA.org) in which she leads the development of the education and training program for all Registered Social Security Analysts (RSSAs). Martha is the author of numerous Social Security white papers, seminar presentations and articles in financial publications. Martha is the contributing author and presenter of the webinar Social Security Planning, An Essential Element in Attracting Female Clients on the BrightTALK Thought Leadership for Financial Advisors channel. She is a Professional Continuing Education Instructor with various national providers specializing in women's Social Security income planning and retirement.

Martha Shedden, RSSA, CRPC

The National Association of Registered Social Security Analysts (NARSSA)

The National Association of Registered Social Security Analysts (NARSSA) is the national and professional organization for all Registered Social Security Analysts (RSSAs). NARSSA owns the RSSA® credential, which it awards to individuals who successfully complete initial and ongoing designation requirements. Our mission is to help Americans get the maximum Social Security income they are entitled to, enabling them to enjoy their lives more fully. In fulfilling our mission, we provide the premier educational and service platform for professionals that seek to advise new and current clients on issues related to Social Security. 


Social Security Training for CPAs & Financial Advisors

Course Details:

$1500.00 USD

Instructional Method: QAS Self Study

Subject Area: Specialized Knowledge

Credits: 15.50

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