MYCPE ONE

Health Insurance and Health Care Cost Management 1 Credit 1 Credit

Health Insurance and Health Care Cost Management 1 Credit 1 Credit

  • Drew Stevens

    | CSA, CFF

  • Rating

    4.8

  • Published on

    April, 2026

  • Subject Area

    Finance

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  • Answer the polling questions
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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Identify key components of health insurance plans.
  • Explain major drivers of rising health care costs.
  • Analyze the impact of medical expenses on financial planning.
  • Evaluate insurance options including HSAs and high-deductible plans.
  • Assess strategies for managing health care costs.
  • Apply risk management techniques for health-related expenses.

Course Overview

Health care costs represent one of the most significant and growing financial risks facing individuals, employers, and retirees today. This course provides a comprehensive understanding of the U.S. health care system, the drivers behind rising costs, and the financial impact of medical expenses on long-term planning.

Participants will explore the structure of health insurance, including premiums, deductibles, copayments, and plan types, along with the role of employer-sponsored coverage and government programs such as Medicare and Medicaid. Special attention is given to high-deductible plans, Health Savings Accounts (HSAs), and the increasing burden of out-of-pocket expenses, particularly in retirement.

Major topics: 

  • U.S. health care system and cost structure
  • Health insurance plans and key cost components
  • Employer coverage and government programs (Medicare, Medicaid)
  • High-deductible plans and Health Savings Accounts (HSAs)
  • Health care costs in retirement and long-term care planning
  • Drivers of rising costs including chronic disease and drug pricing
  • Financial planning and risk management for health expenses

The course also examines cost drivers such as chronic disease, hospital pricing, prescription drug spending, and emerging trends like telemedicine and cost transparency, helping professionals develop strategies to manage risk, control expenses, and improve financial outcomes for clients.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 348237) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 12, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 348237) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CFP BOARD APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC, is an approved Continuing Education (CE) provider registered with the Certified Financial Planner (CFP) Board (Provider Number - 8061). CE credits are granted based on a 50-minute hour, in accordance with the standards set by the CFP Board. Please note that the CFP Board has the final authority on the acceptance of individual courses for CE credit.

IDFA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC has entered into an agreement with the Institute for Divorce Financial Analysts (IDFA) (Provider Number – 111716) to comply with IDFA’s continuing education (CE) policies, which include maintaining attendance records, retaining program outlines, and meeting required class hours. MY-CPE ensures that all CE programs offered are accurate, up to date, and contribute to the ongoing competence of CDFA® professionals. Credit earned by attendees will be reported directly to IDFA. To ensure your CE hours are accurately reported, please update your profile in My Account.

Step into the world of CPA CPE courses with MYCPE ONE. Our online courses make earning your CPA CPE credits simple and stress-free. Covering a variety of topics taught by experienced professionals, we offer the flexibility to learn on your schedule and at your pace. Say goodbye to outdated methods and hello to a smarter way to grow your expertise. Start your journey to professional success with us today!

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens | CSA, CFF

CEO and Leadership Change Expert, Stevens Performance

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

After more than four decades in financial services, he helps people within 5–10 years of retirement turn uncertainty into clarity, creating practical strategies for income, taxes, Social Security, and long-term financial confidence.


At Wisdom to Wealth, he takes an education-first approach focused on sustainable income, tax efficiency, and risk protection. His goal is to help clients understand their options and move forward with a coordinated retirement strategy.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (84%)

Very Good (14%)

Average (1%)

Poor

Terrible

SM

Stella Mccaffrey, CDFA

5

Great course! Really explained, in a manner clearer and more organized than most, the jargon of health care and how it presents a significant economic risk in retirement years. I've been hearing many of these terms for years, but came out of the course having greater clarity on this topic altogether.

KS

Kate Shimabukuro, CFP (US)

5

The topic is timely for the clients I am advising.

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Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

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    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

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    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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