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Live Virtual Advanced Self-Funded Certification

Date | Time

Wednesday, August 17, 2022
10:30AM – 4:00PM




Date: Wednesday, August 17, from 10:30 a.m.-4 p.m. ET

Where: Virtual Zoom Meeting – Access to the live training will be provided a day prior to the event. 

Description: This certification course has been designed to provide the next level of self-funding training and education for benefit professionals, to best prepare them to meet the challenges and needs of their clients and prospects.

Self-funding of group health insurance has increasingly become a very attractive option for many employers, but the very complex nature of these plans can lead to many serious mistakes for agents, brokers and consultants. While the NAHU Self-Funding Certification course provides a basic level of knowledge about self-funding, this class is specifically directed at the next level – a 200-level course on this very important topic to growing agencies and firms.

This course is broken into four components:

  1. Regulatory Issues that impact group health plans, including ERISA, fiduciary duty, preemption and state stop-loss laws, and Taft-Hartley.
  2. Best practices for plan administration, with an in-depth discussion about issues related to setting up group health plans, finding administrators, plan design, stop-loss and risk financing, dependent eligibility audits and monitoring claims administration.
  3. Importance of high-quality consulting: reviewing the kinds of work that specialists would want to provide to their clients and to be prepared for as potential professional liability claims. Topics include preparing your client, mergers & acquisitions, protecting from abuse by vendors performing certain responsibilities for self-funded health plans, claims monitoring and reporting.
  4. Next generation in self-funding: a discussion of new ideas in terms of plan design, operation and risk transfer that are becoming available in the market.

Cost: The cost of the Live Virtual Advanced Self-Funded Certification course is $277 for NAHU members and $365 for non-members (refund policy and privacy policy). Certification in advanced self-funding expertise and continuing education credits will be provided following completion of the course and an online examination with a passing grade.

CE Credits: The Advanced Self-Funded Certification course has been filed for continuing education credits in all 50 states. Please check your state’s CE approval status and rules prior to purchasing the course.

Instructor: David Smith, Senior Vice President of Eben

REBC Elective: The NAHU Advanced Self-Funded Certification is an elective of the Registered Employee Benefits Consultant® designation. Earning the REBC designation elevates your credibility as a professional and prepares you to best serve your clients. By completing the NAHU Advanced Self-Funded Certification you will be one step closer to obtaining the designation. Click here to access more information about the REBC designation, including the learning objectives and curriculum.