The Certified Health Savings Adviser (CHSA®) designation and continuing education program provides financial and employee benefit professionals with the knowledge and support required to take full advantage of the rapidly growing, consumer-driven healthcare and health savings account (HSA) marketplaces.
“Health Savings Accounts Get Their Own Designation.”
-401K Specialist Magazine
The CHSA® is more than just the rules and regulations surrounding HSAs. It is designed to provide context as to how the HSA fits into the bigger puzzle of healthcare financing and retirement planning.
The CHSA® Designation and Continuing Education Program
* Intro & the Basics of Health Savings Accounts
* Healthcare Costs in America
* High Deductible Health Plans and Health Savings Accounts
* Deep Dive into the HSA Rule Book
* Strategies to Utilize HSAs for Retirement Planning
* HSA Provider Differentiators
* Incorporate the HSA into Your Practice
At Completion of the Self-Study Online Program
*Certified Health Savings Adviser designation
* Three Continuing Education Credits for your CWPA
Get Started Today!
Certified Private Wealth Advisor (CPWA) • Certified Health Savings Adviser (CHSA)
1. Purchase Your Course
As you complete the checkout process, you will be asked to create an account login using your email address and a password. You will use the login to access your CEC account and the Student Portal when you are ready to take the exam to receive your credits.
2. Take the Exam
When you feel you are ready to take the exam to obtain credits, log in to the CEC website and access the Student Portal, where you will be prompted to complete the exam. You must receive 70% or higher on the exam to receive credits. You must complete the exam within one sitting. If you log out of the exam before you finish all questions, your answers will be lost, and you must start over with a new exam. Upon successfully completing the exam, CEC will automatically forward your results to the appropriate credentialing board for credit and send you a certificate as proof of course completion.
