Society of Certified Senior Advisors®
History
In 1996, a select group of Geriatric MD's, gerontologists, elder law attorneys, CPAs, financial planners, and other experts on senior issues assisted with the formation of the Society of Certified Senior Advisors®. Based on a report from AARP, 1,500,000 professionals work full time with seniors, but only 8,000 have gerontology degrees. It was evident that professionals working with seniors needed a training program on priority senior issues.
Nationally Recognized Faculty
Society of Certified Senior Advisors® fills this educational void by teaching its members about priority concerns facing seniors and how a Certified Senior Advisor(TM) (CSA) can best meet seniors' needs.
CSA Education
Certified Senior Advisors(TM) go through rigorous training on the following twenty topics:
- Principles of Aging
- Social Aspects of aging
- Trends in Aging
- Social Security and Taxes
- Financial And Estate Planning
- Care giving
- Health, Nutrition and Fitness
- Alzheimer's and Dementia
- Senior Chronic Illnesses
- Medicare and Choice
- Medicaid Planning
- Ethical Marketing to Seniors
- Business Ethics with Seniors
- Senior Housing and Assisted Living
- Long Term Care
- Grief and Loss
- Advance Directives
- Senior Spirituality
- Resources and Networking
- Funeral Planning
Once completing the training, candidates take a comprehensive exam to determine their qualification of the Certified Senior Advisor(TM) designation.
Quality Assurance
A CSA candidate is screened before going through the training and must sign and adhere to the following Code of Ethics:
- Serve the public, my clients, and my employer with the highest professionalism, integrity, impartiality and ethical behavior and to maintain confidentiality in all relationships and transactions, unless specifically released by my client or in response to proper legal process.
- Provide services to clients competently and maintain the necessary knowledge and skill to continue to do so.
- Perform professional services in a manner that is fair and reasonable to clients, colleagues and employers and disclose any conflicts of interest associated with providing such services.
- Refrain from any illegal or immoral activities or any action that might reflect negatively on the Society of CSAs or my role as a CSA.
- Endeavor to extend public knowledge of the work of the Society of CSAs and its members as it relates to the public good.
- Endeavor to aid and encourage the professional development and understanding of senior issues for persons in my employ or under my supervision.
- Notify the Society of CSAs in writing within 15 days of any of the following actions and / or events: license, permit, certificate, registration or membership denial, suspension, revocation or restriction, or application withdrawn for cause: notification of a lawsuit that relates to my professional career; accusation or conviction of a felony.
- Agree to use the CSA designation and associated marks only so long as I am a member in good standing.
Unlimited Resources
Through the Society of CSAs, CSAs have a national network of resources available to them, which enables them to find answers to even the most difficult questions in a prompt and efficient manner.
Current Continuing Education
The Society of CSAs is dedicated to ensuring that all CSAs stay current on senior issues. This is accomplished by having CSAs meet annually for continuing education requirements.
Qualified Professionals
Insist on working with the nation's most qualified professionals on senior issues. Work with a CSA... you'll be glad you did.
To contact a CSA in your area, or to verify that a CSA is in good standing, call the CSA Board of Standards at:
Phone 1-800-653-1785 · Fax 1-303-757-7677
1777 S. Bellaire St., Suite 230
Denver, CO 80222-4368
E-mail society@csa-csa.com · Website http://www.society-csa.com
RECENT NEWS: Christina Drumm-Boyd has been appointed as an ACCREDITED AGENT with the VETERANS ADMINISTRATION. Christina is the only non-attorney accredited VA agent in all of Hampton Roads! Congratulations...Christina!
