Explore programs clients can implement to promote employee wellness and savings tools including HSA, HRA, and FSA accounts.
Earn your certificate after completing the five courses listed below. Our courses are 100% online and most can be completed in under 4 hours. Complete each course by successfully completing a virtual exam included in your course purchase.
Get started today with your first course so you can demonstrate your commitment to offering a full range of consultative services to your clients as their needs and businesses grow. Not ready to dive into a certificate program? No problem. Try out one of the individual topic courses and take it from there.
Certificate Courses
Workforce Wellness
Learn how taking an active role in supporting employee wellness can improve overall productivity and the health and stability of your workforce. This course explains the business case for wellness programs and how to develop an effective wellness initiative.
Health Savings Accounts (HSAs)
HSAs are designed to pay for day-to-day qualified medical expenses on a tax-favored basis before health coverage provided through a high-deductible health plan (HDHP) begins. Learn about who can own and contribute to an HSA, as well as contribution limits, distribution requirements and administration considerations. Conclude this course by comparing HSAs to other employer-sponsored health accounts.
Health Reimbursement Accounts (HRAs)
Employers interested in allowing employees to direct some of their own health care spending while still maintaining flexibility regarding plan design may consider offering an HRA. This course reviews HRA funding requirements, tax advantages, distribution options for qualifying medical expenses, claims substantiation and other administration considerations. Conclude this course by comparing HRAs to other employer-sponsored health accounts.
Flexible Spending Accounts (FSAs)
This course reviews the various requirements of health care flexible spending accounts (HCFSAs), dependent care flexible spending accounts (DCFSAs) and limited purpose FSAs. Learn about the tax advantages of each of these programs and then conclude the course by comparing these accounts to health reimbursement arrangements (HRAs) and health savings accounts (HSAs).
Self-Funded Health Plans - Understanding Stop-Loss Insurance
Self-funded health plan sponsors often purchase stop-loss insurance for financial risk management. Stop-loss insurance protects plan sponsors from unexpected, costly medical claims that could jeopardize their core business. This course explains the types of stop-loss insurance available and what to know before purchasing and negotiating a policy. The course also describes captive arrangements that can be used along with stop-loss insurance for risk management.