Healthcare Fiduciary Certificate Program: October 12, 2026 Course Start Date
Program Overview
Program begins on October 19, 2026 – materials available 10/12
This program is designed to equip consultants, brokers, advisors, and other professionals in the healthcare benefits ecosystem with the knowledge and tools needed to support employers navigate fiduciary responsibilities confidently. Led by industry expert Jamie Greenleaf, the course delivers practical, actionable insights aligned with the Consolidated Appropriations Act (CAA 2021 and 2026) and best fiduciary practices.
Through focused sessions on fiduciary duties, regulatory obligations, and best practices, participants will gain the knowledge to guide their clients through today’s increasingly complex healthcare benefits environment.
Time Commitment: 12-15 Hours Total
Key Takeaways
- Differentiate yourself in your respective competitive marketplace.
- Become a knowledge leader to your clients when it comes to the fiduciary process and what their fiduciary responsibilities around their healthcare plans
- Hosted by Jamie Greenleaf
Target audiences
- Producers / Consultants
- Account Managers
- Others that support employers on their health care plan
Course Overview
- 6 Sections
- 9 Lessons
- 8 Weeks
Expand all sectionsCollapse all sections
- Introduction1 ItemWelcome to the Health Plan Fiduciary Training Program We’re excited you’ve taken this important step. This course is designed to equip consultants, brokers, and advisors with the knowledge and tools to help employers navigate their fiduciary responsibilities with confidence. Let’s get started!
- Session 13 Items
- Session 23 Items
- Session 32 Items
- Fiduciary Certification Test2 Items
- Post Test Survey1 Item
Instructor
