Certified Health Savings Adviser®

Professionals Leading the Convergence of Health & Wealth

The Certified Health Savings Adviser (CHSA®) training program is a comprehensive, adviser-focused HSA designation program designed to provide important and practical information necessary to take full advantage of the growing opportunity available through Health Savings Accounts. The goal of the program is to provide context on how the HSA fits into the bigger puzzle of healthcare and retirement planning. In addition, the CHSA® provides information and ideas on how to actually incorporate the HSA into one's business or practice.

This HSA certification 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 is not simply academic but is practical and immediately applicable.

Benefits of the course

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


Testing is required to earn the CHSA® designation

Designees will receive a CHSA® certificate from Access Point HSA and will be listed in the CHSA® Registry at Accesspointhsa.com

Access Point HSA offers continued support and content:

  • Free access to our online provider database "HSA Vista Premier" (annual value $249)
  • Q&A support throughout the year
  • Newsletter, webinars and other content provided to designees only

Annual recertification is required ($95)

Time Requirement

3 hours (approximately)