HSA Expert Certification

Want to Learn How Health Savings Accounts Work?

“HSA Expert” Certification Program is a 7-module online on-demand training course offered through the American Bankers Association online training program for HR staff, HSA staff at banks, credit unions, and third-party administrators, health insurance brokers, financial advisors, and financial planners. This program is designed to master the HSA rules, situations and strategies to better serve HSA account holders and employees.  You can purchase and take the course through the ABA website at https://www.aba.com/training-events/online-training/health-savings-account-hsa-expert-certificate.

We also offer on-site training for larger groups. Please contact us for details.

Course Topics:

  • Introduction to HSAs and Market Overview
  • HSAs vs. Other Tax-Advantaged Accounts
  • HSA Eligibility and HSA-Qualified Health Plans
  • HSA Deposits, Withdrawals, & Transfers
  • HSA Account Administration & Tax Reporting
  • HSA Situations (Medicare, Divorce, Death, etc.) and HSA Strategies (making the most of your HSA)

Course Includes:

  • “HSA Owner’s Manual” book
  • Online Certification Exam* – 60 minutes
  • HSA Expert Certificate

*Exam can be taken at any time.  Up to two (2) re-takes are permitted for no extra charge.

The HSA Expert designation expires 3 years from the time exam is passed, after which we recommend re-taking the course and test to make sure that you have the most current information.

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What customers are saying:

“I just wanted to let you know how helpful HSA Owner’s Manual has been. It is a great “go-to” reference for our staff and our customers. It is the one HSA resource that is accurate, comprehensive, and easy to understand. Very refreshing!”

– W. Patrick Jarrett , President of Health Savings Administrators

“Todd’s HSA Expert Certification Class was great!  I took this class for the benefit of delivering additional expertise and credibility with my partners and clients.  What I walked away with had a much bigger benefit and impact!  Todd has been able to show me detailed information on the specifics of HSAs I was not even aware of.  This will definitely allow me to better assist and support all my partners and clients.”

– Sara Jo Richmond, Regional Sales/Training/Education, Fifth Third Bank

“The HSA Expert class was fantastic!  I took this class to expand my knowledge on HSA administration and the specific regulations that come along with having a HSA.  The book is extremely detailed and provides numerous real life examples, which we discussed during our live class sessions.  The book and class were extremely helpful in further explaining the complex HSA rules.  I would highly recommend this class for anyone administering a HSA plan or even employees wanting to learn more about their HSA.”

– Kimberly Maleski, Benefits Administrator, Hyland creator of OnBase®