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.
Course Titles
You must complete the following:

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?

Download PDF Overview;to learn more.

The estimated time to complete these 7 courses, plus the exam, is 3.5 hours.

Individuals who successfully complete the course and the timed 1 hour, 40 question online exam earn a 3-year HSA Expert Certification from HSA Consulting Services.

Additional information

Audience
Length	Approximately 3.5 hours
Credits	n/a
Member Price	795.00
Non-Member Price	1095.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online