Healthcare Fiduciary Certificate Program
Hosted by Industry Expert, Jamie Greenleaf
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 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
Who Should Attend
- Producers / Consultants
- Account Managers
- Others that support employers on their health care plan
Led by Jamie Greenleaf
Jamie brings decades of experience advising consultants on retirement and health plan oversight. As Co-Founder of Fiduciary In A Box, she has helped hundreds of employers implement scalable, compliant, and cost-saving fiduciary processes.
