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NSSA® is proud to partner with Pinnacle Financial Advisors to bring you a powerful opportunity to stand out in the senior market.

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On-Demand Course Syllabus

A Complete Guide to our Social Security Course

 
Welcome to the NSSA® On-Demand Online Course! This comprehensive training program is designed to provide financial advisors with accurate and up-to-date knowledge on Social Security and Medicare. The course adheres to all regulations and ethical standards, empowering you with the expertise to better serve your clients. The course consists of a series of modules that you can complete at your own pace. Each module includes multiple lessons and real-world situational Social Security examples as well as a quiz to help prepare you for your certification exam.

On Demand Social Security Training for 2025

  1. Introduction

    4 lessons
    1. Disclosure (1:06)
    2. Mission Statement, Objectives, and Expecations (2:43)
    3. Our Story (2:58)
    4. Introduction Quiz

  2. Welcome to Social Security

    5 lessons
    1. The History of Social Security (8:08)
    2. Social Security, Then and Now (3:53)
    3. The Statistical Significance of Social Security (3:17)
    4. Withdrawing Social Security Benefits (4:16)
    5. Welcome to Social Security Quiz

  3. Social Security Fundamentals

    8 lessons
    1. The Five Types of Social Security Benefits (2:41)
    2. Receiving Benefits (4:11)
    3. Eligibility and Credits (3:22)
    4. Funding (7:07)
    5. Full Retirement Age (2:46)
    6. Primary Insurance Amount and Averaged Indexed Monthly Earnings (16:02)
    7. So Jim: Social Security Fundamentals (13:44)
    8. Social Security Fundamentals Quiz

  4. Claiming Strategies

    6 lessons
    1. Introduction (2:06)
    2. Deemed Filing (2:00)
    3. Claiming Benefits (10:07)
    4. Voluntary Suspension and Retroactive Benefits (5:41)
    5. So Jim: Claiming Strategies (19:24)
    6. Claiming Strategies Quiz

  5. Types of Benefits

    8 lessons
    1. Introduction (2:39)
    2. Spousal Benefits (9:59)
    3. Ex-Spousal Benefits (5:23)
    4. Survivor Benefits (8:39)
    5. Children’s Benefits (4:17)
    6. Parent’s Benefits (2:48)
    7. So Jim - Types of Benefits (22:13)
    8. Types of Social Security Benefits Quiz

  6. Financial Considerations

    13 lessons
    1. Introduction (2:02)
    2. Family Maximum (6:16)
    3. Lump Sum Death Benefit (3:24)
    4. Annual Earnings Test (10:09)
    5. Public Employees’ Pension Income (WEP/GPO offsets) (13:57)
    6. Taxation of Social Security Benefits (6:23)
    7. COLA (4:44)
    8. Overpayments (1:38)
    9. Supplemental Security Income / SSI (3:31)
    10. Social Security Disability Insurance / SSDI (11:23)
    11. Solvency of Social Security (7:40)
    12. So Jim - Financial Considerations (15:22)
    13. Financial Considerations Quiz

  7. Coming in Q4 2025! Medicare Overview

    0 lessons

Step 1: Let’s Get You Set Up

Begin your journey now. Use code PINNACLE25 to get 20% off your course price of $1,195 $956

You’ll be asked to confirm your email again on the next page to complete your purchase.

“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!” 

–David S.

Expert-Led Training at Your Own Pace!

Embark on a comprehensive learning journey with our on-demand course, designed to provide expert guidance and flexibility. Here’s what you’ll experience:

  • Flexible Learning: Access top-tier instruction anytime, anywhere, with video lessons led by seasoned experts.
  • In-Depth Curriculum: Explore every aspect of Social Security and Medicare, from basic eligibility to advanced strategies.
  • Interactive Content: Engage with interactive modules, quizzes, and real-world case studies to deepen your knowledge.
  • Tailored Feedback: Benefit from detailed feedback on quizzes and assessments to ensure your understanding.
  • Professional Growth: Expand your network by connecting with other professionals in our online community, fostering valuable relationships and support.

Are you making these mistakes?

Social Security is often the foundation of retirement income, yet many advisors unknowingly give incomplete or incorrect guidance. This actionable guide reveals the top 10 costly mistakes even seasoned professionals make. Download it now to strengthen your practice, serve your clients more confidently, and discover how NSSA® certification can set you apart in a crowded market.

Download Your Free Guide

Step 1: Let’s Get You Set Up

Begin your journey now. Use code 10NSSA2025 to get 10% off your course price of $1,195 $1,075

You’ll be asked to confirm your email again on the next page to complete your purchase.

What People Are Saying

Listen to what some of our past attendees have to say about our program!

“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!” 

David S.

CFP

“We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of clients”

Brad W.

CFP

“Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support. Very pleased!”

Rayyan A.

CFP