Certified Senior Advisor (CSA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Society of Certified Senior Advisors
Qualification and Educational Requirements
Prerequisites Candidates must meet the following requirements:
  • Complete a candidate information profile
  • Complete a disclosure questionnaire
  • Pass a criminal background check
  • Pass the Roles, Rules, and Responsibilities Ethics Exam
  • Complete and submit the signed Certified Senior Advisors Application for Certification, which includes agreeing to the CSA Terms of awarding and maintaining certification
Education Requirements None
Examination Type Online exams and final proctored certification exam (closed book)
Continuing Education Requirements 30 CSA credits every three years
Verification and Complaints
Check Professional Status Online Online at CSA Locator
Investor Complaint Process Online at File a Complaint
Published List of Disciplined Designees Yes at Board Revocations
Accredited By National Commission for Certifying Agencies (NCCA)