Continuing Education (CE) training for benefits brokers and consultants

As professionals in the health savings account (HSA) field, HealthEquity keeps you current on consumer-directed healthcare (CDH). Stay up-to-date with the latest healthcare topics through continuing education (CE) courses offered free of charge, allowing agents to obtain required CE credits for renewing licenses. You must be a licensed insurance agent in your state to get credit for these courses. As a certified CE provider, HealthEquity’s courses include:

Account based health accounts

Covers the ins and outs of account based health accounts (HSAs, HRAs and FSAs), reviewing eligibility and contribution rules, pros and cons, and frequently asked questions about these tax-advantaged accounts.

Credit hours: 1 or 2

HSA rules and regulations

Topics include HSA eligibility and contribution rules such as HSA utilization, and HSA taxes and penalties.

Credit hours: 2

HSAs: Connecting Health and Wealth

This course helps you understand how an HSA, when paired with a retirement plan, allows employees to both lower healthcare costs today and be better prepared for retirement.

Credit hours: 1

HSA participation and contribution

Provides attendees with a comprehensive understanding of the rules and regulations relating to HSA participation and contribution.

Credit hours: 1

HSA record keeping, taxes, and penalties

This course reviews eligible HSA expenses, contribution rules, testing periods and penalties, the IRS publications and reference tools available to account holders, along with various required tax forms.

Credit hours: 1

HSA communication strategies

Attendees learn what an HSA is, how to realize the benefits, and best way to maximize health savings. They also learn how to communicate HSAs so clients will understand how to get the most from the health plan.

Credit hours: 1

Schedule CE training and certification

Nothing in this communication or in any of our courses is intended as legal, tax, financial or medical advice. Always consult a professional when making life changing decisions.

HealthEquity CE courses are for informational and educational purposes only as well as to give you a general understanding of health accounts in general. It is not intended as legal, financial or tax opinion and should not be regarded as a substitute for legal, financial or tax advice.