DALBAR (in partnership with Access Point HSA)
DALBAR is a leading U.S. research and ratings firm specializing in financial services quality, investor communications, and fiduciary standards. Through a partnership with Access Point HSA, DALBAR offers the Certified Health Savings Adviser (CHSA) designation—a credential designed for professionals working at the intersection of healthcare benefits, tax strategy, and retirement planning.
📜 Core Programs
- Certified Health Savings Adviser (CHSA) — A specialized designation for financial advisors, benefits consultants, and retirement professionals who advise clients on Health Savings Accounts (HSAs). The program covers HSA regulations, tax optimization, plan design, employer integration, and long‑term financial planning strategies.
- HSA Education & Training — Supplemental modules developed with Access Point HSA to support deeper understanding of consumer‑directed healthcare, employer plan structures, and compliance considerations.
- Financial Services Quality & Compliance Programs — DALBAR’s broader portfolio includes service quality assessments, fiduciary education, and communications standards widely used across the financial services industry.
🧭 Overview
Founded in 1976, DALBAR has long been recognized for its independent evaluations of financial services firms, retirement plan providers, and investor communications. Its collaboration with Access Point HSA extends this expertise into the healthcare benefits space by offering a credential focused on Health Savings Accounts and consumer‑directed healthcare strategies.
The CHSA designation is the only credential currently offered through this partnership and is included in the IDL catalog due to its relevance to U.S. health, wealth, and retirement planning professionals.
🤝 Community & Support
DALBAR provides ongoing support through research publications, regulatory updates, and industry benchmarking. CHSA candidates and designees gain access to educational resources, compliance insights, and tools that support accurate and effective HSA guidance.
📌 Quick Facts
- Website: hsaconsultingservices.com/aphsa
- Founded: 1976 (DALBAR)
- Headquarters: Boston, Massachusetts, United States
- Focus Areas: Financial services research, HSA education, investor communications, fiduciary standards
- Delivery Format: Online courses, research publications, certification exams
🏛 Sector Assignment
- Primary Sector: Health & Wealth Planning Education
- Secondary Sector: Financial Services Research & Compliance
🗂 Category Assignment
- Health Savings Accounts (HSA)
- Employee Benefits & Consumer‑Directed Healthcare
- Financial Planning & Tax Strategy
- Retirement Plan Education
🔗 Related Providers
- AHIP – America’s Health Insurance Plans
- The American College of Financial Services
- FINRA – Financial Industry Regulatory Authority
- HCCA – Health Care Compliance Association
🎓 Related Programs
- CHSA – Certified Health Savings Adviser
- HSA Plan Design & Compliance Training
- Consumer‑Directed Healthcare Education
- Health & Wealth Integration Strategies
