New York Bankers Association

Health Savings Account (HSA) Expert Certificate

Self-paced online course: ABA Online Training

Price: $795 Members / $1,095 Nonmembers  Click link to register online
Print Registration Form
To license this course to your bank for multiple learners, please contact 212-297-1679.

The Health Savings Account (HSA) Expert Certificate provides a comprehensive overview of HSA requirements for financial institutions and benefits administrators. It is designed to help HSA providers and their staff master key requirements, situations, and strategies to better serve HSA account holders.

The Health Savings Account (HSA) Expert Certificate is the product of HSA Consulting Services, LLC 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 7 courses is approximately 3 hours.

Individuals who successfully complete the course and the timed 1 hour, 40 questions 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.


“The HSA Expert Certification was great!  I took this 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!  This will definitely allow me to better assist and support all my partners and clients.”   Fifth Third Bank


The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or elegg@nyba.com.