CFP® Continuing Education

This course provides information about the Health Insurance Portability and Accountability Act (HIPAA). Specifically, you will learn: what the purpose, scope and benefits of HIPAA are, what is the significance of the Administrative Simplification section of HIPAA, how non-compliance is penalized, what changes HIPAA regulations require, what standards HIPAA enforces, how privacy and security are differentiated, what impact HIPAA can have on you and your organization, and how you can make your organization HIPAA-compliant.

LEARNING OBJECTIVES:

• Understand what HIPAA is
• Learn the purpose of HIPAA
• Understand the key features of HIPAA
• Understand which entities are affected by HIPAA
• Appreciate the types of standards HIPAA specifies and understand the areas affected by the standards’ proposed rules
• Understand the purpose of electronic standardization of transactions, code sets, and unique identifiers
• Recognize the difference between privacy and security
• Appreciate the impact of new privacy rules related to HIPAA
• Understand the costs and savings associated with HIPAA
• Learn the implementation dates of, and penalties for noncompliance to, HIPAA regulations
• Understand how HIPAA will impact you and your organization
• Understand the general process to implement HIPAA compliance in your organization

TOPICS COVERED:

• Introduction
• Lesson 1: Introduction to HIPAA
• Lesson 2: HIPAA Standards
• Lesson 3: Privacy and Security
• Lesson 4: HIPAA Case Studies
• Lesson 5: Impact of HIPAA
• Lesson 6: Implementation of HIPAA

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 2 hour.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

SUMMARY:

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice-president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE:

•Director, Center for Continuing Education, Austin, Texas
•Manager/Senior Vice–President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
•Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
•District Manager, Farmers Insurance Group, California & Iowa

EDUCATION and LICENSES:

• Master of Arts, Business and Administration, Columbia Pacific University
• Bachelor of Science, Mankato State University
• Chartered Life Underwriter & Chartered Financial Counselor Designations
• Registered Health Underwriter & Registered Employee Benefits Counselor Designations
• Managed Healthcare Professional & Health Insurance Associate Designations
• Associate in Insurance Claims
• Professional, Academy of Healthcare Management
• Currently Enrolled in Certified Employee Benefits Specialist Program, Wharton Business School
• Holds insurance licenses for Life, Property/Casualty, MGA, All-lines Adjuster, and Life Insurance Counselor