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Social Security Fundamentals and Retirement Benefits

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Social Security Fundamentals and Retirement Benefits

Course 82251A · 2 hrs · CPA

Understanding Social Security starts with knowing how the system works. This course introduces the foundational rules governing Social Security, including eligibility, earnings credits, and how veterans may qualify for additional credits. From there, it moves into retirement benefits—covering how benefits are calculated, when workers become eligible, and the factors that affect payment amounts. CPAs and tax professionals who advise clients approaching retirement or planning for long-term financial security will find this a practical starting point for Social Security guidance.

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  • Hours: 2
  • Exam questions: 8
  • Eligible for: CPA
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NASBA Area: Management Services

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Social Security Fundamentals and Retirement Benefits
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

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We currently offer 283 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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