What is a Certified Senior Advisor (CSA)?

A Certified Senior Advisor is a professional who has received a comprehensive education in the health, financial, and social issues facing senior.  CSA candidates must pass a challenging national exam to prove their knowledge of the issues affecting senior.  While most CSA's already have expertise in a professional discipline, it is only after they pass the exam and agree to olive up to high ethical and professional standards that they may use the designation Certified Senior Advisor.

CSA Code of Professional Responsibility

To become and remain a CSA in good standing, a CSA must sign the CSA code of Professional Responsibility pledging to adhere to the following principles and standards:
  • Competence:  A CSA must provide services in a competent manner and will maintain the education and skills to continue to do so.
  • Confidentiality:  A CSA will protect the privacy of clients.
  • Professionalism:  A CSA will serve clients, colleagues, and the public with the highest degree of professionalism, and will work to uphold the reputation of the Society of Certified Senior Advisors.
  • Fairness:  A CSA will deliver services in a manner that is fair and reasonable, and will disclose any potential conflicts of interest.
  • Integrity:  A CSA will provide services with honesty and trust, and the client's best interests will always take priority.

  • Diligence:  A CSA will act with timeliness and consistency in fulfilling all professional duties.





Certified Senior Advisor Education
Most CSA's have expertise in professional discipline, such as insurance, financial planning, law, health, home care, or the clergy.  the Society's education program complements and adds to that expertise by teaching prospective CSA's about the aging population, its challenges and opportunities, and how CSA's can be of service to seniors.  The CSA course of study covers these subjects.
  • Principles of aging
  • Social aspects of aging
  • Trends in aging
  • Social Security and Taxes
  • Financial and Estate Planning
  • Care giving
  • Health, Nutrition, and Fitness
  • Alzheimer's and Dementia
  • Chronic illness in seniors
  • Medical Planning
  • Ethical marketing to seniors
  • Business Ethics with seniors
  • Senior housing and assisted living
  • Long-term Care
  • Grief and loss
  • End-of-life Planning
  • Senior Spirituality
  • Recourse and Networking
  • Funeral Planning

The Society provides its members with updates on leading-edge developments in the field of aging to continually enhance and expand the CSA's skills in working with seniors.