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 750 of some of the country’s top financial professionals from 35 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

    Welcome

    • [important] How To Navigate
    • Code of Conduct
    • Questionnaire
  • 2

    Certified Health Savings Adviser (CHSA) Curriculum

    • Online Self Study CHSA Workbook 2022
    • 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

Roy Ramthun

Principal

Roy Ramthun

Roy Ramthun is a nationally-recognized expert on Health Savings Accounts and consumer- directed health care issues. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George W. Bush then tapped Mr. Ramthun to be his health care policy advisor at the White House, where he developed the President’s proposals to expand HSAs while overseeing the implementation of the Medicare prescription drug benefit (Part D). As President of HSA Consulting Services, LLC, he continues to be an advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country.

Mr. Ramthun has over thirty years of health care and public policy experience, both in government and in the private sector. He has served on the staff of the U.S. Senate Committee on Finance and the U.S. Health Care Financing Administration (now the Centers for Medicare & Medicaid Services). He also spent eight years with Humana, Inc. Mr. Ramthun serves on the boards of several companies and foundations. He is the 2008 recipient of the “Pioneer in Public Policy” awarded by Consumers for Health Care Choices.

Mr. Ramthun holds a Master of Science degree in Public Health from the University of North Carolina, and a Bachelor of Science degree from the University of Michigan.

A native of Michigan, Mr. Ramthun and his family live in Silver Spring, MD (a suburb of Washington, DC). They have had an HSA since 2005.

FAQ

  • 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 accesspointhsa.com
    - 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

GAIN NEW CLIENTS, INCREASE YOUR REVENUE, AND CAPITALIZE ON A RAPIDLY GROWING HSA OPPORTUNITY

ENROLL NOW