Social Security, Medicare, and Government Pensions - 20 CPE Hours (FIN730)

Regular price $129.00 Sale price $90.00


  • Define Social Security.Explain how different income groups are taxed on their benefits.
  • Explain the 2 different factors that help determine the amount of Social Security benefits a person receives.
  • Describe how earned income affects benefits.Understand who is eligible to qualify for Social Security disability benefits.
  • Explain how a disability benefit is calculated.
  • Describe the 3 additional disability benefits a person may apply for if the Social Security benefit is not enough.
  • Explain who may qualify to receive Social Security dependents benefits.
  • Explain who is eligible to receive survivors benefits.
  • Describe how remarrying may affect survivors benefits.
  • Define a “break-even” point and how a person determines when this point is for themselves.
  • Define Supplemental Security Income, and who is eligible to receive these benefits.
  • Explain the assets that are counted and the assets that are not counted in determining if a person qualifies for SSI.
  • List the important documents needed in order to receive benefits.
  • Explain the steps a person needs to take in order to appeal a benefit claim denial.
  • Describe the 2 retirement systems.
  • Describe a Thrift Savings Plan and how different contributions are made to it.
  • Explain who is eligible to receive veteran’s benefits.
  • Describe the differences between Medicare and Medicaid.
  • Explain the purpose of Medigap insurance.
  • Explain the role of Medicaid and the services it covers.

Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Instructional Method: This program is a QAS Self Study offering.
Field of Study: Financial Planning

Registration Requirements: In order to purchase this program, you can add this course to your cart and continue with the purchase, or you may contact Angela Perkins at or 1-866-412-5352.

Program Refund Policy: Your satisfaction is our first goal. All courses may be returned for a refund or exchange within 30 days of purchase provided the materials have not been used and the tests have not been taken. Shipping and handling charges are not refundable. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-866-412-5352.

Complaint Resolution Policy: All complaints will be handled in a timely and efficient manner to ensure the complete satisfaction of our students. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-866-412-5352.

CPE World is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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