Training
Featured In:
Social Security Advisor Training
- Social Security Training & Education For Advisors, CPAs, and Other Professionals
- Earn the Industry-Leading NSSA® Certification as a Social Security Advisor
- Become a Social Security Expert & Generate Leads!
- In-Person, Webinars, and On-Demand Training Options
- Training on the Social Security Basics to The Most Advanced Topics
Ongoing Expert Support Included
- Complicated Social Security Cases? Our Social Security Advisors Can Help
- More Than 100 Years of Collective Social Security Expertise
- Industry-Leading Support From Former Social Security Administration Experts
- Social Security Analysis, Filings, Troubleshooting--We Do It All!
- Conistently Ranked #1 For Our Support by Our Advisors
How It Works
Step 1: Choose from either our in-person or on-demand Social Security training options.
Step 2: Learn everything you need to know about Social Security from industry veteran Social Security AdvisorsSM with years of hands-on experience. You will learn to help your clients with everything from the Social Security basics to the most advanced Social Security concepts.
Step 3: Become a Certified Social Security AdvisorSM by passing the exam and receeive your NSSA Certification! Enhance your professional credentials by using the NSSA 
designation and attract more clients.
Available Training Options
Full Certificate Program
Increase your value as a professional advisor by participating in our unique and well-rounded National Social Security Advisor (NSSA®) Certificate Program. Learn the nuances of Social Security and keep your knowledge up to date so you can readily answer your clients’ questions about deciding when to claim SS benefits.
The core educational offering of the Certificate Program is a full-day (7.5 hour) course offered in three formats:
Live Classroom Training
Face-to-face workshop with an NSSA® instructor, offered multiple times per year across the country.
Virtual Classroom Training
Web-based instructor-led workshop – log in from anywhere to participate in a live, 1-day program with an NSSA®instructor.
On-demand Training
19-module video-based course with NSSA® instructors – complete the workshop lectures and activities on your own time.
After completing the core educational offering, take and pass the final exam to earn your NSSA® Certificate. Your education does not stop there, however. Certificate holders receive ongoing support and resources, and can elect to renew their Certificate every 2 years by completing 8 hours in continuing education credits. We offer webinars every month to help you maintain your Certificate and keep your social security knowledge current.
Priced from $795
Education With Support Option
Increase your value as a professional advisor by participating in the same core educational offering from our unique and well-rounded National Social Security Advisor (NSSA®) Certificate Program. Learn the nuances of Social Security and keep your knowledge up to date so you can readily answer your clients’ questions about deciding when to claim SS benefits.
This option allows you to attend and participate in one of our live, 1-day face-to-face workshops with an NSSA® instructor, offered multiple times per year across the country, without sitting the final exam and earning the Certificate. Include access to the monthly continuing Education webinars and ongoing support.
Priced from $595
Increasing Advisor Value With NSSA® Certificate Training
These are some of the topics covered by the NSSA® Program:
- Social Security History
- Social Security Future
- Benefit Computations
- Retirement Benefits
- Medicare
- Spousal Elections
- Surviving Spousal Benefits
- Lump Sum Death Payments
- WEP/GPO
- Benefits Taxation
- COLA
- Case Studies
After NSSA® Training, you will understand:
- How benefits are calculated
- Spousal benefits
- Reduction if benefits are taken before Full Retirement Age
- Increase if benefits are delayed beyond Full Retirement Age
- How Social Security benefits are impacted due to earnings
- How Social Security benefits are impacted by children
- Impact of public employee pensions on benefits
- Social Security options available to married couples
- Social Security options available to a divorced individual
- Social Security options available to a surviving spouse
- Social Security options available to single individuals
- Factors to consider when deciding when to begin benefits
- The appeals process
Sample Course Agenda
Sample Class Schedule
Time: 8:00am – 4:30pm
- Welcome and introduction
- Test Your Knowledge History (and future) of Social Security
- COLA adjustments
- Two major questions
- Coordinating Spousal
- Benefits and 3 Legged Stool
- Annual statement
- Retirement Benefits Eligibility
- Definitions – FRA / PIA
- Benefit Computation
- Benefit Payment Schedule
Time: 9:40am – 9:40am – Break
- Early Retirement Reduction
- Annual Earnings Test
- Delayed Retirement Credits
- Early versus late
- Spousal Benefits (current and divorced)
- Survivor’s benefits / Children’s Benefits
- Family Maximum
Time: 11:30am – 12:00pm – Lunch
- NSSA® Admin
- Social Security Benefits on Steroids
- Case Studies
- Social Security Options Software
- To Over , Voluntary Suspension
- Public Employees (WEP/GPO)
- Overpayments, Research, Protective Filing
- Appeals and Reconsiderations
- Taxation of Benefits/Repayment of Benefits
Time: 1:30pm – 1:40pm – Break
- Disability Benefits, Supplemental Security Income (SSI)
- Medicare
- Recap Questions
Don't Want To Do Training? Consider Social Security Back Office TM
- We Do the Work for You and Make It Easy!
- 70% of Americans Leave Money On The Table ($120,000 On Average, Per Couple)
- Social Security Is Complicated! Offer Industry-Leading Social Security Advice
- Generate Leads and Gather New Client Business
- No Software, Marketing, or Training Needed!
About Us
Helping Professional Advisors Expand Their Practice
The knowledge obtained through NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education, and access to ongoing support, enables those who earn the Certificate to perpetually stay at the top of their game for Social Security consulting.
The National Social Security Association, LLC oversees all facets of the National Social Security Advisors Certificate Program including:
- Educational content development delivery and maintenance
- Instructor selection and training
- Program requirements, policies, and procedures
- Promotion of the NSSA brand® brand
- The National Social Security Association, LLC is a for-profit firm headquartered in Cincinnati, Ohio.
Mission
The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning, education and training.
Professional advisors who earn the NSSA® Certificate benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.
Meet Our Team
Marc Kiner | Founder
Marc Kiner has 35 years experience in public accounting. His primary areas of service were to privately held businesses and individuals. Recognizing a need in the marketplace for enhanced advisor knowledge for Social Security filings, Marc sold his practice in 2012 to concentrate on Social Security. Marc is co-founder of the National Social Security Advisors certificate program.
Jim Blair | Founder
Jim Blair is the lead consultant in our Social Security consulting department, with over 35 years experience in helping individuals manage their Social Security benefits. Jim retired after 35 years with the Social Security Administration and is co-founder of the National Social Security Advisors certificate program.
Brian Schmidt | CPA
Brian Schmidt has 22 years of public and private accounting. Primary areas of service are to individuals and business and includes complex tax planning along with mergers and acquisitions. Brian purchased his CPA practice in 2012 and belongs to the American Institute of CPAs, Ohio Society of CPAs and Knights of Columbus. Brian completed the NSSA® Certificate Program and maintains the Certificate.
