Certified Senior Advisor

Are Certified Senior Advisors really important and is it a real title?

There has been a lot of talk in the news about persons presenting themselves as Certified Senior Advisors (CSA) accompanied by stories about how these people have taken advantage of the elderly and family caregivers. However, if you read the articles you will discover than many of them were not actually certified at all, and were simply claiming that they were. Not that all Certified Senior Advisors are good just as not all Financial Advisors are good, but knowing that you are working with a credentialed professional is a start. Headlines often do not tell the whole story and many people do not know that there is a real Society of Certified Senior Advisors who regulate and dispense accreditation that is valuable to the people who work to get it and valuable to the people that those CSAs work with.

What is a Certified Senior Advisor?

CSA LogoAn actual Certified Senior Advisor (CSA), is an earned and regulated accreditation by the Society of Certified Senior Advisors (SCSA), which must be renewed every three years; the CSA must meet the CSA CE Requirements, and always follow the Code of Ethics. If any person presents themselves as a CSA to you, you can verify whether they are actually certified through the SCSA website. Shirley McGee is a Certified Senior Advisor.

The CSA education and designation is designed to help professionals work with seniors more successfully. The curriculum of the CSA course addresses the vital aspects of understanding seniors and creating relationships that benefit both seniors and professionals. It is the only nationally accredited designation of its kind.

Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. The CSA designation alone does not imply expertise in financial, health or social matters. Details: www.csa.us

CSA CE Requirements

CSAs are required to complete 30 CSA CE credits every 3 years to remain a member of SCSA and use the CSA designation as dictated by the guidelines. They must also complete the CSA Code of Professional Responsibility online module.

Completion of the CSA Code of Professional Responsibility online module, called Rules, Roles and Responsibilities, is required for all CSAs during each 3-year re certification cycle. 3 CE units are earned for completion of the module. No substitutions are allowed.

Complete details concerning the requirements and rules that Certified Senior Advisor must fullfill and follow are available in great detail at the Society of Certfified Senior Advisors website. You can also read the CSA Code of Professional Responsibility Document* (PDF) csa_code-june-2011 as published by the SCSA.


*document available here was current at the time we downloaded it from their site in June 2011. It is possible a more current document exists on the SCSA website and we encourage you to visit the SCSA website if you wish additional details concerning the CSA designation. Our goal here is to give you an overview of what a CSA is and isn’t, how one becomes a CSA, and to caution you to investigate the certification of any person who claims to be a CSA.