Working with a CSA

What Is a Certified Senior Advisor?

Many professionals have certifications in their respective fields, whether that be home care, real estate, health care, insurance, financial planning, senior housing, or similar areas of expertise. A Certified Senior Advisor (CSA) is someone who has chosen to take their education a step further to learn and understand important health, social, and financial issues that the majority of seniors are faced with. To earn the CSA designation, a professional needs to meet all of the eligibility requirements established by the SCSA Certification Council.

In order to meet eligibility requirements, an individual must:

  • become educated about senior issues and/or have experience working with seniors
  • pass a criminal background check
  • pass the CSA designation exam
  • pass the CSA Code of Professional Responsibility exam

Even after passing the initial requirements, CSAs must meet ongoing education requirements, disclose new legal or regulatory issues, and reaffirm their pledge to uphold the CSA Code of Professional Responsibility to maintain their CSA designation.

Educating Certified Senior Advisors

CSAs receive education on 22 important topics divided into 5 key areas that include:

  • Social aspects of aging
  • Health aspects of aging, both physical and mental
  • Financial and legal aspects of aging
  • Government assistance for seniors
  • Ethical communication with seniors

These categories are designed to give professionals a deeper understanding of how aging works, how it impacts the lives and decision making of seniors. Continued education in these areas ensure that CSAs are always.

The CSA Code of Professional Responsibility

One of the requirements of becoming a CSA is signing the CSA Code of Professional Responsibility and passing the accompanying exam. CSAs who sign the code agree to adhere to certain principles and standards outline by the Society of Certified Senior Advisors. These standards include:

Competence – CSAs must keep their professional training, skills, and knowledge current and comprehensive to provide the best service to clients.

Honesty – CSAs must not lie, cheat, or steal, must accurately communicate all licenses and qualifications and must be clear in communication with clients.

Trustworthiness – CSAs must act in a trustworthy manner and perform services in the client’s best interest.

Fairness – CSAs must conduct professional activities in a fair and impartial manner. They must safeguard client information and must disclose any conflicts of interest that may arise.

Professionalism – CSAS must serve with the highest degree of professionalism, use due diligence, and act in good faith in all matters.

By adhering to this code of ethics, CSAs ensure seniors are protected and provided with the service they deserve.

Why Work With a Certified Senior Advisor?

Working with a CSA gives you the peace of mind that you are working with someone who has your best interest in mind. You know that they have spent their time and energy learning about what matters most to you and how they can best provide services that meet your each and every need. A CSA is someone you can trust with your finances, your health, and everything that is important to you as you age. Be sure to work with a CSA when possible to ensure that you receive the quality service you deserve.