Health Savings Accounts (HSAs) are rapidly expanding both in number of accounts and total assets.

The CHSA® is a training/designation program designed to provide financial and employee benefit professionals with everything necessary to take complete advantage of this growing opportunity.

Over 450 of some of the country’s top financial professionals from 31 states have earned the CHSA® designation.


How will completing the CHSA® Program help your practice?

  • BECOME A COMPLETE RETIREMENT EXPERT – Gain the ability to incorporate the convergence of wealth (401k) and health (HSA).

  • CAPITALIZE ON RAPIDLY GROWING HSA MARKETPLACE – HSA assets are projected to grow by 42% over the next two years.

  • STRENGHTEN RELATIONSHIPS – The knowledge you receive will help you to provide more value to your current clients.

  • GAIN NEW CLIENTS– An understanding of the HSA will differentiate you from your competition.

  • INCREASE REVENUE– Incorporating the HSA will provide opportunities to increase revenue.

Access Point HSA developed the Certified Health Savings Adviser (CHSA®) Designation Program based on years of conversations with financial and HR benefit professionals who are working in the industry on a daily basis. 

The knowledge and information received through this designation program is not simply academic but is practical and immediately applicable.

What Others Are Saying
About The CHSA® Designation Program

“There are a lot of conferences and events for advisors to attend, but this was one of the best I have been to in a long time when I consider how to effectively use my time!”

Bonnie Treichel, JD
Senior Consultant and CCO Multnomah Group
Portland, OR

“The information will allow me to more-effectively partner with my health and welfare benefits colleagues…and the materials will help me ramp up my marketing efforts with them.”

Michael Van Der Velden
Senior Vice President
USI Advisors 
Seattle, WA

What's In The Course?

  • 1
    • [important] How To Navigate
    • Code of Conduct
    • Questionnaire
  • 2
    Certified Health Savings Adviser (CHSA) Curriculum
    • Online Self Study CHSA Workbook 2019
    • Intro & The Basics (Part I)
    • Intro & The Basics (Part II)
    • Healthcare Costs in America
    • High Deductible Health Plans (HDHP)
    • Health Savings Accounts (HSA)
    • The HSA Rule Book (Part I)
    • The HSA Rule Book (Part II)
    • The HSA Playbook (Part I)
    • The HSA Playbook (Part II)
  • 3
    Final Exam
    • Certified Health Savings Exam
    • CE Credit Request

Meet Your Instructor

  • Matthew Clarkin


    Matthew Clarkin

    Matt Clarkin is a Principal of Access Point HSA - a Rhode Island-based consulting firm serving all stakeholders in the HDHP/HSA marketplace.

    Matt introduced a customizable HSA provider database (HSA Vista) as well as the creation of a first of its kind HSA designation program: Certified Health Savings Adviser (CHSA).

    Matt holds a B.S. with honors from Bryant University and is Certified in Healthcare Consumerism (CHCC).


  • Is the online, self-study CHSA® identical to the live versions of the program that have been held throughout the country?

    Yes. The materials covered and provided via the online, self-study version of the CHSA is the same as the live trainings.

  • What is the length of the CHSA® program?

    The CHSA® runs approximately 3 hours.

  • Do those who complete the online, self-study version of the CHSA® receive all of the ongoing benefits as those who earn their CHSA® designation via an online training?

    Yes. Individuals who complete the online, self-study CHSA® and earn a minimum score of 80% on the CHSA® examination receive all of the ongoing benefits and support as those who participate in a live training. Benefits include:

    - CHSA® Certificate of Completion
    - Inclusion in CHSA® Designee Directory at
    - Complete, free access to HSA Vista ($249 value)
    - CHSA® updates and other CHSA®-only content
    - Access to a CHSA®-only webcast by Access Point HSA & Franklin Templeton
    - Continued Q&A support from Access Point HSA