A Certified Senior Advisor CSA® is a professional who has completed a rigorous 20 part program proving his expertise in areas concerning the personal and financial issues of seniors.
The course is taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics, and financial planning.
Each Certified Senior Advisor must demonstrate an understanding of the following topics:
• Principles of aging
• Social aspects of aging
• Trends in aging
• Social Security & taxes
• Financial & estate planning
• Care giving
• Health, nutrition & fitness
• Alzheimer’s & dementia
• Chronic illnesses in seniors
• Tax planning
• Medicaid planning
• Ethical marketing to seniors
• Business ethics with seniors
• Senior housing & assisted living
• Long-term care
• Grief & loss
• Advance directives
• Senior spirituality
• Resources & networking
• Funeral planning
To remain in good standing a CSA® must adhere to a Code of Professional Responsibility encompassing the following: Competence, Confidentiality, Professionalism, Fairness, Integrity, and Diligence.
Time to Attain Credential: 3 – 6 Months