DALBAR / Access Point HSA
Founded: 1976 (DALBAR) | Headquarters: Boston, MA, USA
Website: hsaconsultingservices.com/aphsa
Designations Offered:
Summary: DALBAR, a leading research and ratings firm in financial services, partners with Access Point HSA to offer the Certified Health Savings Adviser (CHSA) designation. This credential is designed for financial advisors, benefits professionals, and retirement consultants who want to master the complexities of Health Savings Accounts (HSAs) and consumer-directed healthcare. The CHSA program provides in-depth training on HSA regulations, tax strategies, plan design, and integration with retirement planning. It is recognized as a specialized credential for professionals operating at the intersection of health and wealth planning.
Note: While DALBAR is widely known for its service quality ratings and investor communications research, its collaboration with Access Point HSA reflects a targeted effort to support HSA education and credentialing. The CHSA designation is currently the only credential offered through this partnership.
