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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 plans

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

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

Getting to Know Cobra Coverage

Throughout this course we’ll show you how COBRA works and is utilized by employees who elect continuation coverage. You’ll learn the basics of COBRA coverage, who qualifies for it, the required notifications of COBRA, the length and payments for coverage, and the benefits COBRA provides.

Our learning objectives for the course include providing learners with an understanding of COBRA coverage and its requirements and benefits. It will then provide some insights into how people go about using COBRA continuation coverage.

Upon completion of the course, attendees will have a better grasp of how COBRA works and what they need to know in order to help others determine whether COBRA is the most beneficial health plan option for them given their situation.

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.