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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 Educational Requirements

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


Examination Type

Final certification exam (proctored, closed book)

Continuing Education Requirements

30 CSA credits every three years

Verification, Complaints and Accreditation
Check Designation 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

American National Standards Institute (ANSI) and National Commission for Certifying Agencies (NCCA)