Academy.ascensus.com

CHSP Designation

WEBBecome a Recognized Leader. Set an industry standard in HSA expertise with the CHSP designation. Ascensus has developed the nationally recognized CHSP designation …

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URL: https://academy.ascensus.com/professional-development/chsp-designation/

CHSP Certification Exam Guidelines

WEBSpecific Exam Guidelines. You have 30 days following the completion of Virtual Compliance and Education Summit or HSA University to complete the exam. The exam consists of a …

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Professional Development

WEBThe Certified Health Savings Professional (CHSP) designation sets an industry standard in HSA expertise on a variety of HSA transactions including establishment, contributions, …

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HSAs and Medicare

WEBMany of today’s retired—or soon-to-be retired—individuals are approaching age 65 and their first interaction with Medicare. When someone enrolls in Medicare, this can be very …

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Virtual Compliance and Education Summit

WEBThis three-day course includes six or more live sessions to choose from daily with our highly-educated instructors and access to pre-recorded sessions. This virtual learning …

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Webinar Course Overview

WEBCourse Overview. 2024 Live Webinar Schedule. All live webinars are available for recorded, digital deliver purchase. Digital delivery will be fulfilled according …

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Meet Your Instructors

WEBThis includes the technical content of the IRA, health savings account, and qualified retirement plan documents, forms, consulting, and education offerings that Ascensus …

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HSAs – Advanced

WEBGet retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download. Expert Instructors. …

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IRA Excess Contributions and Recharacterizations

WEBGet retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download. Expert Instructors. …

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HSAs – Beyond the Fundamentals

WEBDuring this course, our experts teach the fundamentals of HSAs and basic HSA compliance rules. You will gain an understanding of HSA benefits, eligibility requirements, …

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IRA and HSA Workshops

WEBBenefit from our experienced, knowledgeable instructors and extensive curriculum without leaving the office. From learning the basics to gaining a comprehensive understanding …

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IRA and Employer Plan Rollovers

WEBGet retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download. Expert Instructors. …

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IRA Fundamentals

WEBIRA Fundamentals. This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional …

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IRAs: Handling Complex Death Claims

WEBThis comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This …

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Roth IRAs: What You Need to Know

WEBLearn all aspects of the Roth IRA, including features and benefits and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more …

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