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Chartered Social Security & Medicare Consultant (ChSSMC℠)

An advanced educational certification program focused on Social Security, Medicare, Medicaid coordination, and retirement planning.

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Program Overview

The Chartered Social Security & Medicare Consultant℠ designation is an advanced educational certification program designed to provide professionals with comprehensive instruction in Social Security and Medicare benefits and their coordination with Medicaid benefit programs and retirement planning.

What Participants Learn

  • Social Security benefit types, costs, eligibility, and payout amounts
  • Medicare eligibility, costs, and coverage
  • Medicaid eligibility and coverage
  • Coordination with Federal and State employment systems
  • Uniform Military services, Tribal benefits, Railroad benefits
  • Private sector retirement plans and specialized retirement systems

Education Before Recommendation℠

The ChSSMC℠ curriculum teaches professionals to identify relevant facts, verify applicable rules, analyze benefit options, coordinate multiple retirement and healthcare systems, and develop informed educational guidance based on current laws and regulations.

Who This Is For

  • Financial professionals
  • Attorneys
  • Accountants
  • Retirement specialists
  • Human resource professionals
  • Benefits administrators
  • Other professionals seeking advanced education

Course Format

  • Full day webinar course from 8am to 5pm
  • Followed by 3 weeks of additional self-study
  • Final exam is proctored
  • 75% passing grade required
  • Annual renewal begins November 1st each calendar year

Prerequisites

Applicants must meet at least one of the following:

  • Graduate of Associates or higher degree in a financially related subject matter
  • Insurance License
  • Securities License

Tuition

An investment in professional education and expanded client guidance knowledge.

Current ChFEBC℠ Designees

$989.00

1st year renewal fee waived

$55.00 thereafter

New Applicants

$1,498.00

$115.00 annual renewal fee

This program is educational in nature and does not authorize the holder to provide legal, tax, investment, or insurance advice beyond the scope of their existing professional licenses or credentials.

Chartered Social Security & Medicare Consultant (ChSSMC℠)

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FIRST CLASS · NOVEMBER 19, 2026

Enroll in the ChSSMC℠ Certification Course

Live webinar: 8:00 AM – 5:00 PM CST. Access the enrollment form and course agenda below.

The Chartered Social Security & Medicare Consultant℠ (ChSSMC℠) designation is an advanced educational certification program designed to provide professionals with comprehensive instruction in Social Security and Medicare benefits and their coordination with Medicaid benefit programs and retirement planning.

Structured Education

Participants receive structured education covering types of Social Security benefits, costs, eligibility and payout amounts; Medicare eligibility, costs and coverage and Medicaid eligibility and coverage.

Instruction will also include discussions involving the coordination of these benefits among Federal and State employment, to include both civil and Uniform Military services, Tribal benefits, Railroad benefits, other specialized retirement systems and private sector retirement plans.

Education Before Recommendation℠

The ChSSMC℠ curriculum emphasizes Education Before Recommendation℠, teaching professionals to identify relevant facts surrounding individual circumstances for coordination of benefits, verify applicable rules, analyze available benefit options, coordinate multiple retirement and healthcare systems, and develop informed educational guidance based on current laws and regulations.

Who This Designation Is Intended For

This designation is intended for financial professionals, attorneys, accountants, retirement specialists, human resource professionals, benefits administrators, and other professionals seeking advanced education in Social Security and Medicare.

Educational Nature

The program is educational in nature and is designed to enhance professional knowledge and competency. It does not authorize the holder to provide legal, tax, investment, or insurance advice beyond the scope of their existing professional licenses or credentials.

Course Format

The Chartered Social Security & Medicare Consultant℠ (ChSSMC℠) course is offered as a full day webinar course 8am to 5pm followed by 3 weeks of additional self-study.

The final exam is proctored with a 75% passing grade required. There is an annual renewal for this certification starting on November 1st of each calendar year with a renewal fee.

Prerequisites

Prerequisites must be at least one of the following:

  • Graduate of Associates or higher degree in a financially related subject matter
  • Insurance License
  • Securities License

Certification Cost & Renewal Fees

Current ChFEBC℠ Designees

$989.00

1st year renewal fee waived

$55.00 thereafter

New Applicants

$1,498.00

$115.00 annual renewal fee