About the course
Self-Funding Fundamentals is a practical, plain-language course designed to help insurance professionals understand how self-funded employer health plans operate and how risk is managed. Learners will explore what self-funding is, why employers evaluate it, and how it compares to fully insured and level funded models—including real-world analogies and employer scenarios. The course breaks down the true cost components of a self-funded plan, how claims are funded and paid, why stop-loss protection is essential, and how reserves and cash flow planning support sustainability. Participants will also learn the roles of key stakeholders—plan sponsors, TPAs/ASOs, PBMs, medical networks, and stop-loss carriers—and how vendor selection, compliance, communication, reporting, and oversight work together to drive plan performance. By the end of the course, students will be equipped with clearer terminology and a structured framework to evaluate and support self-funded strategies with confidence.
Curriculum
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1
Getting Started
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(Included in full purchase)
[Read] Welcome - Getting Started
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(Included in full purchase)
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2
Module 1: Self Funding a Strategic Approach to Managing a Health Plan
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(Included in full purchase)
Self Funding a Strategic Approach to Managing a Health Plan
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(Included in full purchase)
Module 1 Quiz
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(Included in full purchase)
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3
Module 2: The Engine Behind Self Funding
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(Included in full purchase)
[Watch] The Engine Behind Self Funding
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(Included in full purchase)
Module 2 Quiz
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(Included in full purchase)
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4
Finalizing Your Course Certificate
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(Included in full purchase)
[To-Do] Provide Your Information
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(Included in full purchase)
Final Attestation/Affidavit of Completion
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(Included in full purchase)
Course Evaluation
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(Included in full purchase)
Enroll now you will be glad you did. While your at it, join our stop loss community!
Self Funding Fundamentals Gain practical insight you can immediately apply when advising employer groups on risk, cost control, and long-term sustainability.
$32.00