HSA Online Certification Program

HSACERT17 HSA University 9 7 17
October 5 - November 2, 2017

*Recordings also available upon request.

  • Week 1 – Kickoff and HSA Overview
  • Week 2 – Introduction and Establishment 
  • Week 3 – Funding HSAs
  • Week 4 – HSA Distribution Issues
  • Week 5 – Portability and Compliance
  • Final Exam

System Requirements:

  • Adobe® Acrobat® Reader required to view webinar course materials
  • Microsoft® Internet Explorer® 8.0 or higher
  • Microsoft Windows® XP Service Pack 3 (SP3), Windows Vista®, or Windows 7
  • Video graphics adapter able to display 800x600 screen resolution or higher
  • Sound card with speakers or headphone capability
  • Adobe Flash® Player 8 or greater

WIB is not responsible for airfare penalties incurred due to the cancellation of this program.  The Federal Reserve Bank of San Francisco's buildings have security checks similar to those at airports to protect personnel and assets. The Bank seeks to ensure a safe environment that also accommodates the diverse needs of its visitors. If you need to request an accommodation for a disability or religious reason to enter the building or attend the event, please provide us with at least two weeks' advance notice. We will also need two weeks' advance notice if you have any dietary restrictions or food allergies.

Set your organization apart from the competition with a standard in HSA expertise. HSA University offers the Certified Health Savings Professional designation—the only accredited HSA designation in the industry. WIB in partnership with Ascensus' HSA University will provide training in a flexible, digital learning environment—without leaving the office.

This flexible five-week blended learning course combines weekly webinars and self-paced eLearning modules to achieve the education and confidence needed to pass the Certified Health Savings Professional (CHSP) exam. Throughout the HSA University, participants will attend one weekly 75-minute webinar and complete self-paced on-demand eLearning modules. 

Listen as panel representatives from the FDIC, OCC, and Federal Reserve Bank of San Francisco discuss hot topics in areas such as compliance, finance, and cybersecurity. Attendees will have an opportunity for face-to-face interaction gathering together in a roundtable format to share perspectives and receive feedback from peers and examiners. Enjoy a luncheon and presentation from the Federal Reserve regarding pertinent regulatory concerns and trends. The day will wrap up with an interesting and enjoyable tour of the Federal Reserve Bank and vault. Leave better prepared, knowing what to expect in the year ahead with regulatory requirements and expectations. 
This Workshop is ideal for:
Retirement Plan Product Managers, Relationship Managers, Operations/Compliance Managers & Staff, IRA Administrators, Retirement Plan Client Services Managers & Staff, Personal Bankers, Trust Officers, Investment Advisors, Call Center Managers & Support Staff, Individuals with Retirement Industry Designations

Participants will learn and understand the following topics after successfully completing HSA University.

1)    HSA history and background 
2)    HSA opportunities for your organization
3)    HSA rules and regulations
4)    HSA eligibility requirements 
5)    HSA contributions 
6)    HSA distributions
7)    HSA portability and compliance

Successfully completing HSA University, as well as meeting the eligibility requirements, will help participants prepare for the Certified Health Savings Professional (CHSP) examination. 

I.     Professional Experience and Education
To qualify for the CHSP examination, candidates must meet the following experience and education requirements.

II.      The CHSP Examination
To qualify for the CHSP certification, candidates are required to meet the qualification standards and pass the exam with 80 percent accuracy.

II.      Maintaining Certification

Participants who have earned the CHSP certification are required to earn credits toward renewing their certification. Recertification requires eight credits earned over the three-year certification period. The certification period begins January 1 of the year after the certification process is completed and is good for the following three years. Any credits earned during the year a candidate earns the certification do not apply towards recertification.

Ascensus HSA seminars, HSA webinars, HSA courses at Ascend, and HSA eLearning courses are approved for CHSP continuing education credits. View the CE credit chart for details. 

 Upon meeting the CE requirements, a certification renewal fee of $125 is assessed at the end of the three-year certification period. 

If you do not receive a confirmation email within 5 minutes of registering, please call us at 415-352-2323


10/5/2017 - 11/2/2017
United States


Pricing ForThru 10/05After 10/05
Bank Member$899.00$899.00
Bank Nonmember$899.00$899.00
Associate Member$899.00$899.00
Associate Nonmember$899.00$899.00
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