HSA Consulting Services’ “HSA Expert” Certification Program is a web-based or on-site training program designed to help HR staff, health brokers, financial advisors, and HSA front-line staff at health plans, banks and credit unions understand and master HSA Rules, Situations and Strategies to better serve employees and accountholders with HSA plans and accounts. 

Next scheduled online training sessions:

One hour daily from November 3 through Nov 6 at  12 pm ET/ 11 am CT/  10 am MT/ 9 am PT

On-site session at IHC Forum West in Las Vegas NV on November 16 from 1-5 pm PT.  IHC Forum is the premier consumerism conference in the country.  Register for the conference and training course here.

Two, two hour sessions on November 23 and 24 at  12 pm ET/ 11 am CT/  10 am MT/ 9 am PT

For sign-up requests or more information on the next training sessions please fill out this form and we will contact you directly:

    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 ®


    Course Includes:

    Copy of HSA Owner’s Manual paperback textbook, Four One Hour Training Sessions on the following topics: 1) Introduction and The HSA Plan, 2) HSA Eligibility and HSA Deposits, 3) HSA Withdrawals and Transfers and other miscellaneous, 4) HSA Situations (Medicare, Divorce, Death, etc.) and HSA Strategies (Making the most of all aspects of your HSA).

    After the course, participants take an online, Timed Certification Exam at a time of their choice and recieve a signed Certificate of Completion (in effect for three years).  Pricing per person: $350 for coursework and HSA Owner’s Manual textbook. $50 per timed exam, maximum 2 re-takes.

    Discounts for large groups:
    $200 per participant (minimum $5000, maximum $15,000)  for 4-hour On -Site Coursework Session plus travel expenses and room rental. $50 test and certificate would apply, but can be administered on site as well.  Includes one year complimentary Corporate 100 subscription to AskMrHSA.com for use by all training participants.

    If you have 15 or more expected participants it would be more cost effective to conduct on-site meetings.  We could do four one-hour sessions, two two-hour sessions, or one half-day on-site session, depending on what best meets your needs.  All participants would receive a book, sit for a timed multiple-choice test similar to the sample tests in the book, and receive a certificate upon completion.