Training purpose selection is required.
Training plan selection is required.
3:51min | Credit: 5.25 CISP, CRSP, CTFA
The Health Savings Account (HSA) Expert Certificate provides a comprehensive overview of Health Savings Account 2024 requirements for financial institutions and benefits administrators. It will help HSA providers and their staff master the key requirements, situations and strategies to better serve HSA account holders.
The certificate is the product of HSA Consulting Services, LLC. and distributed in cooperation with the ABA HSA Council. Individuals who successfully complete the certificate and included online exam earn a 3-year HSA Expert Certification from HSA Consulting Services. The timed exam must be completed within 1 hour.
Audience: Appropriate for operations, sales, marketing, product design, compliance, and human resources personnel. It is also appropriate for affiliates and partners, such as health insurance brokers, financial advisors, and financial planners.
Learning Objectives:
After completing this course the learner will be able to:
- Describe HSA eligibility requirements
- Define HSA contribution guidelines
- Explain HSA distribution options
- Describe HSA account administration requirements
- Describe HSA benefits, strategies and best practices