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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.

Registration is closed.