Social Security: Advanced Education And Training

Course Details


Tuesday, January 14, 2020

4:30am – 12:00am
(Registration: 4:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Gain practical tips to market and promote Social Security consulting services. Delve into research techniques and learn advanced Social Security concepts and rules to better serve clients.

Materials are provided as an ebook


  • Family maximum
  • Annual earnings test
  • Delayed retirement credits
  • Spousal benefits and surviving spouse benefits
  • Children’s benefits, specifically the definition of children
  • Social Security options software
  • Alternative pension plans for government workers
  • Legislation to change Social Security
  • Means testing
  • Application process
  • Online Social Security calculators
  • Client consultations


  • Navigate Program Operations Manual System and the Social Security Administration website 
  • Advanced research techniques & advanced social security planning strategies 
  • Understand connection between Railroad Pension and Social Security 
  • Marketing Social Security Services

Designed For

CPAs and financial advisers.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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