Getting from Provisional to Full Certification Status

In order to ensure that you receive the full benefits of your Certification and that we are maintaining a high standard, there are a few additional steps that need to be completed prior to Full Certification. We expect the full certification process will take 6 to 12 months and will include the following steps:

  1. Create your community account, provide onboarding details, sign certification agreements, and submit payment here
  2. Complete a 30 minute onboarding call with the HR certifications team
  3. Complete Community Participation Plan within 3 months
  4. Complete Educational Modules within 12 months
  5. Successfully pass Certification Exam within 15 months

IMPORTANT: Failure to complete the Certification Exam within 15 months may result in revocation of your Provisional Certification status. If you believe this timing may be an issue, please reach out to us to discuss.

Onboarding Survey, Payment, Document Signing, Account Creation

Now that you’ve been accepted, there is just a bit of additional administrative work we need to do do so that we’re all on the same page and our i’s are dotted and t’s are crossed. This link will take you through the next steps so that we can get you set up and start using your Certification to grow your practice. If you haven’t done so yet, please complete these steps now.


These steps include:

  • Basic information about you and your practice
  • Bio and photo for your directory listing
  • Payment of the Certification Program fee
  • Electronic signing of the Program documents
  • Creation of your Health Rosetta account

Directory Listing

A benefit of the provisional certification is that we will include you in our Directory of HR Certified Professionals so that as employers begin to hear about the value of this approach, they can find you easily. A sample listing looks like this:

As you begin planning for your event, start by asking yourself the following questions to guide you in creating a program that will be relevant to your audience.  

  • What do you want to accomplish?  
  • Who do you want to target?
  • What are their interests?

Once you have an idea of the subject matter that your audience is interested in, determine the best way to convey this information and achieve your objectives.

  • Topics:  Use the Programming Ideas resource below to hone the theme of the event as well as the information you’ll present.
  • Event format:  The way you present can be just as important as the topic.  We suggest choosing from these three formats:
    • Presentation -- a more formal format with a single speaker who talks through a series of slides
    • Panel discussion -- a moderated discussion with 3-4 panelists who answer questions from the audience  
    • Fireside chat -- a casual one-on-one interview with an expert

Remember to teach, don’t sell.  Keep the information educational.  Your audience will not show up for a sales pitch.  They will attend, if they think they will learn something new to help them with their business.

The value of your HR Certification will be determined in part by the vibrancy and strength of the HR Community. We intend to screen in members who are fully mission-aligned early adopters, those who are givers. We will collectively be building the structures, knowledge and relationships to improve the health benefits purchasing process by creating more trust, transparency, expertise, and accountability.

In order to provide structure and accountability for all of us in creating this community, we ask each member to create and then complete a Community Participation Plan. We will work with you to create a plan that maximizes your contributions in complement to other members’ efforts. Throughout the certification process, we will have periodic check ins to review where you are in your plan and revise as necessary. Final certification will be contingent upon successful completion of your plan.

We’re creating a trusted community and part of the responsibility of each member is to bring in other trusted community members. We expect each member to refer a minimum of one new member per year -- someone that you are willing to stake your reputation on.

Each educational module is designed to introduce one or more HR Components and how that component can be implemented to benefit your clients. Modules consist of videos, reading and review questions. Certain modules may also require written assignments or documentation of real-world interactions.

The educational modules are self-paced and are a combination of those previously recorded as well as those launched through the remainder of the year. We will also have live webinars and discussion sessions for certain components which will also be available as a recording.

The final step required to move from a provisional certification to a full certification is successful completion of the HR Certification Exam. The goal of the exam is to demonstrate mastery of the various aspects of the Certification, including the agreements, the HR Components and how to apply them in the real world and the Community. The exam will also require evidence of your use of the Components at customers during the provisional certification phase.

Sample Directory Listing