Certified Senior Advisor (CSA)
Designation Essentials | |
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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 |