NSSA® SOCIAL SECURITY TRAINING AND CERTIFICATION
Social Security Training for Professionals
Elevate your expertise at your own pace with our NSSA® Social Security Training. This comprehensive, self-paced course provides instant access to a wealth of knowledge, allowing you to gain a competitive advantage in a crowded market.
SEE WHY THE PROS CHOOSE NSSA™Why successful financial professionals earn their NSSA® certification
Thousands of financial advisors, insurance agents, tax professionals, and retirement planners have earned their NSSA™ certification. It’s time you joined them.
Set Yourself Apart From the Crowd
Earning your NSSA® certification set you apart as an expert in Social Security planning. This prestigious credential show your commitment to excellence, enhancing your professional reputation and credibility in a competitive market.
Attract and Retain More Clients
Attract more clients by showcasing your expertise in Social Security planning. Boost your book of business, and get the edge you need to grow your client base & foster long-term relationships.
Get the Support you Need to Suceed
NSSA® members are supported by a team of subject matter experts as well as a community of peers numbering in the thousands. Whether you are stuck on a complex scenario or just want a refresher on a topic, we have your back.
Three Training Options to Meet Your Needs
Choose our NSSA® Social Security self-paced online course, our full day webinar, or join us this September in Dallas and earn both your NSSA® and IRMAACP™ Certifications!
NSSA® Social Security Self-Paced Course
Learn Social Security and retirement planning at your own pace with our on-demand modules. Access lessons anytime, explore foundational and advanced strategies, use interactive quizzes and resources, and build your expertise with flexible, self-guided training.
$1,195.00 USD
NSSA® Social Security Webinar Class: February 19th, 2026
Learn Social Security and retirement planning through our live, instructor-led webinars. Engage in real time, ask questions, explore foundational and advanced strategies, and gain clarity from expert explanations—all in an interactive format designed to build your confidence and expertise.
$1,495.00 USD
The Advisor Mastery Conference: NSSA® + IRMAACP™
Learn Social Security and retirement planning in person at our full-day, instructor-led training in Dallas, Texas, on September 19, 2026. Engage directly with expert instructors, ask questions, work through real client scenarios, and explore both foundational and advanced strategies. This immersive, interactive format gives you the clarity, confidence, and practical insight needed to guide clients through one of the most important decisions they’ll ever make.
$995.00 USD
Still thinking it over? Check out our course syllabus
DISCOVER YOUR COURSE OUTLINE“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.
Training backed by decades of experience
Our curriculum has been created by the industry experts in Social Security. Jim Blair is a 35 year veteran of the Social Security Administration, Marc Kiner is a CPA with decades of financial planning experience, and Travis Stanley is a finance professional with a deep understanding of the intersection of Social Security and retirement planning.
NSSA® Social Security Course Outline
Introduction
- Disclosure
- Mission Statement, Objectives, and Expectations
- Our Story
Lesson One
Welcome to Social Security
- The History of Social Security
- Social Security, Then and Now
- The Statistical Importance of Social Security
- Withdrawing Social Security Benefits
Lesson Two
Social Security Fundamentals
- Six Types of Benefits
- Social Security Number and Card\
- Receiving Benefits
- Eligibility and Credits
- Funding
- Full Retirement Age
- Average Indexed Monthly Earnings
Lesson Three
Claiming Fundamentals
- Introduction
- Deemed Filing
- Cost of Living Adjustment
- Annual Earnings Test
- Claiming Benefits
- Voluntary Suspension and Retroactive Benefits
Lesson Four
Claiming Strategies
- Introduction
- Individual Claiming Strategies
- Spousal Claiming Strategies
- Ex-Spousal Claiming Strategies
- Survivor Claiming Strategies
- Ex-Spousal Survivor Claiming Strategies
- Children’s Claiming Strategies
- Parents’ Claiming Strategies
- Lump Sum Death Benefit
Lesson Five
Advanced Applications
- Introduction
- Family Maximum
- WEP/GPO
- Taxation of Benefits
- Overpayments
- Supplemental Security Income
- Social Security Disability Insurance
Lesson Six
Medicare Fundamentals
- Medicare Overview
- Parts A, B, D
- Enrollment Basics: IEP, SEP, GEP, and Penalties
- Part A Coverage & Costs
- Part B Coverage & Costs
- Medicare Part D
- Medicare Advantage and Medigap
- Cost Projections
Conclusion
- Solvency of Social Security
- Certification Logistics
- Continuing Education Reporting
- Marketing & Member Resources
How Our Self-Paced Training Works
Dynamic Lessons
Our lessons are led by our experienced instructors and feature graphics and visuals to help communicate the concepts. Each segment under a lesson is its own video, which makes it easy to learn on your schedule.
Lesson Quizzes
At the end of each lesson you will complete a short quiz to show that you successfully completed the lesson and understand the material. The quizzes also act as proof of completion for continuing education credits.
Course Guide
As soon as you purchase your online training we will send you an email with your printable course companion, featuring the charts and numbers in the course and allows you to easily follow along & prep for your exam.
Final Exam
Once you have completed the course you will have access to a sample, 10 question exam prep. Then, when you are ready, you will take the 100 question final exam. A 70% or better is required to earn your certification.
Bundle and save. Earn your NSSA® and IRMAACP™ at the same time
Purchase one course for $1,195 and get your second for just $300.
VIEW OFFERWhat 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
