Health Savings Account (HSA) Expert Certificate

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?

The estimated time to complete these 8 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.

Audience

Operations, sales, marketing, product design, compliance, and human resources. Also appropriate for bank affiliates and partners, such as health insurance brokers, financial advisors, and financial planners.


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​​Questions? Please contact ABA Training for more information.

 

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Purchase for a Team

To license this course to your bank for multiple learners, please contact ABA Training.

 

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