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Oregon Marketplace assister trainings

Community partner program assister certification annual training

Training requirements:

The Oregon Health Insurance Marketplace has a training program for those who assist Oregonians in applying for health coverage. You can find the schedule for that training below. The 2020 Marketplace training  is offered in-person and may have some web-based components. The Oregon Marketplace Assister Training program replaces the online Marketplace training  provided each year by the Centers for Medicare and Medicaid Services (CMS); do not take the CMS training if you wish to be certified as an assister in Oregon.

The Marketplace training has two levels. Read the descriptions below to determine which of the Marketplace trainings you need to take, along with information on Oregon Health Plan training requirements. Scheduled trainings are below. Basic training schedule | Advanced training schedule

Marketplace Grantee Community Partner organizations:

  • Every staff member in a PY2020 Marketplace grantee organization who plans to conduct outreach or provide enrollment assistance to consumers enrolling in Qualified Health Plans (QHPs) through is required to take Basic training, Advanced training, and OHP training.

OHA Outreach and Enrollment Grantee / SB 558 Grantee / Volunteer Community Partner organizations:

  • OHP Training: All organizations that will provide application assistance are required to complete the OHP training.
  • Basic Marketplace training: Organizations that provide consumers with health coverage application assistance, whether an Oregon Health Authority (OHA) grantee or volunteer, are required to have every employee who will provide that assistance complete Basic Marketplace training. This training provides general information about the Marketplace, including details on types of assistance available to consumers. Basic training will be approximately 90 minutes.
  • Advanced Marketplace trainingOrganizations that may encounter individuals or families that need assistance completing a application for Qualified Health Plans (QHPs) are expected to have at least one staff member attend both Basic and Advanced training and pass the required Advanced exam. Advanced training provides more detailed information about the Marketplace, including instructions on how to assist a consumer in applying for coverage. More than one staff member may be required to take both Basic and Advanced training if consumer demand for QHP assistance calls for it. Only Advanced training certified staff at any organization may assist consumers with QHP applications. This includes assisting households where some members may qualify for OHP, but others need to apply for a QHP.

Certification in Advanced training to become an Oregon Marketplace assister requires completion of Basic training, Advanced training, and passing an online certification exam.

*Organizations that can reasonably expect they will not encounter any consumers who need assistance with a QHP application may apply for an exception to these training requirements to be reviewed and determined by the Marketplace and OHA. 

**If you need an Assister ID and access to the ONE portal to help people apply for the Oregon Health Plan, please contact

Webinar training schedule (Basic training only):

The deadline to register for these trainings is two hours before the webinar start time. Webinar log in information will be sent via email after registration and again one hour before the training begins. If you experience any technical issues or have additional questions, please email


Time Registration Link
Fri., 04/03/2020 1 to 2:30 p.m.
Mon., 04/06/2020 1 to 2:30 p.m.

In-person training schedule: 

Trainings in most locations offer Basic and Advanced trainings in person, though limited seating is available for Basic training only (make selection during registration).




Registration Link

Registration Deadline
None at this time

Webinar training schedule (Advanced training):

Note: webinar "seating" is limited. Please register only if there is not an in-person training offered in your area.



Registration Link

Thurs., 04/16/2020 10 a.m. to 3 p.m.
Thurs., 05/07/2020 10 a.m. to 3 p.m.
Thurs., 06/04/2020 10 a.m. to 3 p.m.

Supplemental Webinars
The Marketplace is offering new live webinar trainings to refresh or enhance your working knowledge of various topics. These optional trainings take a deeper dive into topics covered at a higher level in in Basic and Advanced training levels. Assisters with any amount of experience are encouraged to participate. Trainings will start again in 2020.

Please email questions and topic ideas to

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