Health Savings Account (HSA) Expert Certificate

$1,095.00

Description

A comprehensive overview of HSA requirements for financial institutions and benefits administrators. Designed to help HSA providers and their staff master key requirements, situations, and strategies to better serve HSA account holders, the certificate is the product of HSA Consulting Services and its president and founder, Roy Ramthun, and is distributed in cooperation with the ABA HSA Council.
Registration also includes a digital copy of the HSA Owners’ Manual.

  • Overview of Health Savings Accounts
  • HSA Eligibility
  • HSA Contributions
  • HSA Distributions
  • HSA Account Administration
  • HSA Benefits, Strategies, and Best Practices
  • How Much Do You Know About HSAs??

Additional information

Topic

Consumer Banking Training, Leadership & Operations Training, Wealth Management Training

Length

Approximately 3 hours 30 minutes

Member Price

795

Non-Member Price

1095

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Health Savings Accounts, Human Resources, Trust & Investments, Wealth Management

Book Handling Fee

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