HSA University creates an industry standard in HSA expertise with the accredited Certified Health Savings Professional (CHSP) designation. Expand your HSA knowledge in 75 minutes per week over five weeks in a format that is flexible to fit your busy schedule.

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Course Overview

Each week consists of a self-paced eLearning module (75 minutes), followed by an interactive webinar on Thursdays at 2:00 p.m. CT to help participants apply their knowledge from the eLearning module. If you’re unable to attend, webinars are recorded for on demand viewing.

Course Topics and Schedule

  • Week 1 – Kickoff and HSA Overview
  • Week 2 – Introduction and Establishment
  • Week 3 – Funding HSAs
  • Week 4 – HSA Distribution Issues
  • Week 5 – Portability and Compliance
  • Final Online Exam

You will learn and understand the following topics after successfully completing HSA University.

  • HSA history and background
  • HSA opportunities for your financial organization
  • HSA rules and regulations
  • HSA eligibility requirements
  • HSA contributions
  • HSA distributions
  • HSA portability and compliance
See our FAQs on HSA University

Registration Fees

IRA Institute
Each Attendee $1,799
*Register on or before April 1, 2024 and save $100 per attendee

IRA Institute Online
Each Attendee $1,795

Virtual IRA Institute
Each Attendee $1,695

Exam Fees
CIP – $299
The optional CIP exam is taken electronically at your office for IRA Institute Online. 

CISP – $550
To register for the CISP exam, you must apply to the American Bankers Association (ABA). The CISP exam is taken at a Castle Testing Center during a limited testing window determined by the ABA. For additional information and to obtain the exam application, visit the ABA website.

Audience

Whether you are looking to become a leader by earning the industry-recognized CHSP designation or to acquire in-depth, up-to-date knowledge about HSAs you should attend HSA University.

Schedule

February 22 – March 21

April 25 – May 23

July 11 – August 8

September 26 – October 24

Professional Development

Attending HSA University is one of the ways you’re able to become a CHSP. To learn more, visit our CHSP Certification page.