Financial Advisor Designations

Designation: CSA
Designation Full Title: Certified Senior Advisor
Definition: CSAs understand how to build effective relationships with seniors because they have a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors’ lives.

Issuing Organization: Society of Senior Advisors
Is the designation still offered: Currently offered & recognized by the issuing organization
Is the designation still supported: 
What are the prerequisites? Complete CSA course or training equivalent and have 1 year senior work experience or 50 hours senior volunteer experience in past 3 years, 2 years paid senior work exp, or 100 hours senior volunteer exp, Certificate or degree in field related senior work from accredited college or university
What are the requirements to obtain the designation? Completion 6 part CSA course or prerequisited
What type of examination is required to complete the designation process? Online exams and closed book proctored exam
Is there any ongoing continuing education or other requirements to maintain the designation? 30 CSA credits every 3 years
Where can you check if someone has the designation and if it’s current? Yes,
Does the designation have a complaint process and if so, where can it be found? Yes,
Is there a published list of disciplined designees and if so, where can it be viewed? Yes,
Who is the accreditation through? National Commission for Certifying Agencies
Recommended for: Anyone who wants to work with seniors: financial planners, life insurance
Code of Ethics or Ethics Course? Yes,
Length of Time For Completion: Not specified