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Certified Senior Advisor (CSA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Society of Certified Senior Advisors
Qualification and Training Requirements
Prerequisites

None

Designation Training Requirements

Mandatory Ethics module. Optional training courses available in self-study, virtual and in-person formats. 

Designation Exam Type

In-person, proctored certification exam

Continuing Education Requirements

30 hours every three years

Verification and Complaints
Online Designation Resource

Online at CSA Locator

Investor Complaint Process

Submit complaint form via email, fax or mail.

Published List of Disciplined Designees

Online at CSA Sanctions