Certified Health Savings Adviser®

Professionals Leading the Convergence of Health & Wealth

The Certified Health Savings Adviser (CHSA®) designation program has been designed based upon research and discussions with financial professionals who are currently working in the industry on a daily basis. Therefore, the knowledge and information received through this designation program is not simply academic but is practical and immediately applicable.

Goals of this course

  • Gain a robust understanding of how the HDHP and HSA can be utilized to save employers money
  • Equip financial professionals with the tools to assist employees in reaching their personal retirement goals

Who should take this course

  • Financial professionals who wish to assist employers and employees in understanding and utilizing the HSAs long-term, retirement planning characteristics

Benefits of Taking Course

  • Effectively provide to clients a powerful long-term financial planning tool
  • Take advantage of triple tax-free characteristics
  • Successfully incorporate the HSA into your practice.

Course Content

  • Module 1: Introduction, Basics, Health Care Costs in America
  • Module 2: High Deductible Health Plans & Health Savings Accounts
  • Module 3: The HSA Rule Book
  • Module 4: The HSA Playbook

Time Required for Course

  • Approximately 10 hours


  • Testing is required to earn the CHSA® designation.
  • Upon passing exam, individual will receive CHSA® certificate from Access Point HSA and will be listed in the CHSA® Registry at Accesspointhsa.com


  • $499 (includes $100 examination fee) Register Now!
  • Annual re-certification is required ($95)