Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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

Candidates must meet the following requirements:

  • Complete a candidate information profile
  • Complete a disclosure questionnaire
  • Pass a comprehensive background check
  • Complete and submit the signed Certified Senior Advisors Application for Certification, which includes agreeing to the CSA Terms of awarding and maintaining certification
  • Agree to abide by and uphold the CSA Code of Professional Responsibility
Designation Training Requirements

Candidates must pass the CSA certification examination and 
complete the Roles, Rules, and Responsibilities Ethics Module.

Designation Exam Type

Final certification exam (proctored, closed book)

Continuing Education Requirements

30 CSA CE credits every three years

Verification and Complaints
Online Designation Resource

Online at CSA Locator

Investor Complaint Process

Online at File a Complaint

Published List of Disciplined Designees

Yes at CSA Sanctions