myCPE
myCPE

Certified Analyst on Social Security (CASS)

Becoming a Social Security Analyst

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Last Updated

January, 2025

Multiple
9
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

Most Americans depend heavily on their Social Security income after reaching retirement age. It is one of the most common strategic decisions affecting the lives of millions. There is little understanding of the importance of this strategic decision that can have a widespread impact on the standard of living. Your clients, both working and retired, have questions. How will my income change? How will my taxes change? Will I be able to rely on social security benefits for myself? You have an opportunity to add value to clients by initiating these conversations and helping them think through their options. This Certification Course is designed to prepare you for these questions.

Get Deeper Understanding of:

  • Eligibility criteria for spousal, divorced spousal, and survivor benefits.
  • The payoff to patience in taking Social Security.
  • Maximizing your lifetime benefits whether you’re single, married, divorced, or widowed.
  • Advantages or disadvantages of retiring early versus waiting until their full retirement age.

Recommended For:

  • This certification course is created such that it is most useful for CPAs, Finance Professionals, and other professionals who desire to contribute to helping their clients in managing social security in retirement planning.
  • The certification course can also be beneficial to Students and Aspiring Professionals who want to prepare to take the role of a professional helping with Social Security and Investments.
  • The certification can also help anyone who wants to understand analyzing Social Security changes and their impact on Taxes, Retirement timelines, and Financial Planning.

Why take a certification course “Certified Analyst on Social Security” with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Financial Planner
  • Retirement Income Specialist
  • Retirement Plan Specialist
  • Retirement Advisor
  • Financial Analyst
  • Retirement Consultant

Value Addition to your skills

  • Strong communication skills
  • Attention to detail and analytical skills
  • Critical thinking skills
  • Problem-solving skills
  • Project Management skills
  • Time Management and Organizational skills

Courses

Course Title Time Credits
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
  • To explain how to maximize social security benefits and have an integrated Social Security Claiming Strategy
  • To review the history of social security and discuss how Social Security Benefits are Calculated.
  • To analyze how to verify earnings history.
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0585) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0585) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0585) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00612-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
  • To discuss the trade-off between taking Social Security or taking Retirement Account withdrawals first. 
  • To determine how to risk-adjust risky returns on retirement account investments. 
  • To determine the payoff to patience in taking Social Security.
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) 2 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) 2 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332298) (Valid upto : Dec 31, 2025) 2 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE010) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • To inspect Social Security history and working.
  • To discuss the importance of Social Security and analyze how benefits are calculated.
  • To analyze how to guide clients on Social Security.
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement plans and taxation for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Eldercare Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement plans and taxation for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Eldercare Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement plans and taxation for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Eldercare Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
  • To discuss the difference between Social Security and Supplemental Annuity.
  • To explain the impacts of taking SS early or taking delayed benefits.
  • To project potential gaps in retirement income and plan a solution.
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
  • To identify how to increase social security and pension income reducing market risks.
  • To discuss how to create a retirement income plan to ensure you never run out of money.
  • To identify the right technology to make your retirement easier to manage.
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To analyze various Social Security strategies.
  • To explain how to compute SS benefits.
  • To inspect when benefits are paid.
  • To discuss benefits payable to a current or divorced spouse.
  • To analyze advanced planning strategies including the Restricted Application.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Social Security Made Simple

“The instructor was experienced, knowledgeable, and effective on the subject of social security. I enjoyed learning from the course because of the moderate approach of the speaker. It made social security very understandable for our practice. I will definitely encourage others to participate and pursue such a valuable course.”

Dora  Geary
Dora Geary, CPA (US)

Tax Professional

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Well-Structured and Informative

“The content of the course is neatly created. The instructor is taking time to explain concepts and share examples. The examples were really well structured. The course helped me in learning technical aspects that can help me in my practice.”

Tommy  Ramsey
Tommy Ramsey, CFIRS

Investment Risk Specialist

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Highly Recommended for All

“Social security is very important for all taxpayers. Students, professionals, aspirants, business owners, and others who want to explore the subject can benefit from this course. I will definitely recommend this course to everyone.”

Melanie  Smith
Melanie Smith , EA

Tax Consultant

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Frequently Asked Questions

This online certification course includes the history, working, and importance of Social Security. It identifies potential changes to the Social Security System and the difference between Social Security and Supplemental Annuity. The course will also explore the advantages or disadvantages of retiring early versus waiting until their full retirement age. It will also help you in assuring to your client so that you can plan your retirement resources reducing market risk.

This certification course will help you to guide your clients on the Social Security Retirement Program. It will explain all the fundamentals and complexities of the Social Security Retirement Program. It will help to understand how Social Security benefits are calculated and the factors clients need to consider when deciding when to apply for benefits. It will also provide pointers to easily manage retirement planning with technology reducing market risks, and assuring that you do not run out of money. For the professionals, it provides invaluable support in developing mastery and the newbie's great introduction on the path of helping their clients in managing their social security and retirement planning.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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