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 |