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Society of Certified Senior Advisors
HISTORY
In 1996, a select group of Geriatric MDs, gerontologists, elder law
attorneys, CPAs, financial planners, and other experts on senior issues
assisted with the formation of Society of Certified Senior Advisors.
Based on a report from AARP. 1.500.000 professionals work full time with
seniors but only 8,000 have gerontology degrees. It was evident that
professionals working with seniors needed a training program on priority
senior issues.
NATIONALLY RECOGNIZED FACULTY
Society of Certified Senior Advisors fills the educational void by
teaching its members about priority concerns facing seniors and how a
Certified Senior Advisor (CSA) can best meet seniors' needs.
CSA EDUCATION
Certified Senior Advisors go through rigorous training on the following
nineteen topics:
- Principles of Aging
- Social Aspects of Aging
- Senior Demographics
- Social Security & Taxes
- Financial & Estate Planning
- Caregiving
- Health, Nutrition & Fitness
- Alzheimer's & Dementia
- Senior Chronic Illnesses
- Medicare & HMOs
- Medicaid Planning
- Ethical Marketing to Seniors
- Senior Ethical Practices
- Senior Housing & Assisted Living
- Long Term Care
- Grief & Loss
- Advance Directives
- Senior Spirituality
- Research & Resources
On completing the nineteen classes, candidates take a comprehensive exam
to determine if they are qualified for the Certified Senior Advisor
designation.
QUALITY ASSURANCE
A CSA candidate is screened before going through the training and must
sign and adhere to the following:
CODE OF ETHICS
- Be impartial and serve the public, my clients, and my employer with the
highest integrity.
- Understand that relationships of trust require ethical behavior,
respect for the privacy, integrity, and confidentiality of the individual.
- Provide services to clients competently and maintain the necessary
knowledge and skills to continue to do so.
- Perform professional services in a manner that is fair and reasonable
to clients, colleagues, and employers and will disclose conflicts of
interest in providing such services.
- Refrain from any illegal or immoral activities or any action that
might reflect negatively on the Society or my role as a CSA.
- Will not disclose any confidential client information without the
specific consent of the client, unless in response to proper legal
process.
- Display professionalism and quality in the offering of services to
clients and dealings with other professionals.
- Endeavor to extend public knowledge of the work of the Society and
its members as it relates to the public good.
- Endeavor to aid and encourage the professional development and
understanding of senior issues of those in my employ or under my
supervision.
- Agree to use the CSA designation only so long as I am currently
certified.
UNLIMITED RESOURCES
Through the Society, CSAs have a national network of resources available
to them, which enables them to find answers to even the most difficult
questions in a prompt and efficient manner.
CURRENT CONTINUING EDUCATION
The Society is dedicated to ensuring that all CSAs stay current on senior
issues. This is accomplished by having CSAs complete rigid continuing
education examinations Quarterly.
QUALIFIED PROFESSIONALS
Insist on working with the nation's most qualified professionals on
senior issues. Work with a CSA ... you'll be glad you did.
To contact a CSA in your area, or to verify that a CSA is in good
standing, call the CSA Board of Standards at:
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