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Course/Product Description

Certified Senior Advisor (CSA) Designation Program

Format: Self-Study Course
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Certified Senior Advisor (CSA) Designation Program

Over 10,000 Americans turn 60 each day, one of the most profound demographic developments we have ever seen. Today's seniors face the real prospect of living longer than most ever imagined.

But living longer has special challenges. Because over 75% of the nation's wealth is controlled by seniors, it is vital to help them preserve their assets so that they don't outlive them. Thus, professionals are responding by becoming Certified Senior Advisors (CSAs).

The CSA Designation Program certifies that designees have broad-based knowledge of the health, social and financial issues that are important to the majority of seniors, and recognize the dynamics of these factors in seniors' lives.

Only if you understand what's important to seniors will you gain the essential credibility you need to gain their trust and business. When it comes to providing specific recommendations concerning their nest egg and future, seniors want someone who understands their needs, and you can demonstrate you have this knowledge with the CSA designation.

What You'll Learn

The CSA Course is one of the best ways that professionals can acquire the knowledge necessary to complete the CSA designation exam successfully. Highly engaging, educational and interesting, the course covers a wide range of topics on aging, such as:

  • Physiological Changes of Aging
  • Cognitive Aging
  • Chronic Illness
  • Caregivers and Caregiving
  • Family and Social Support Systems
  • Trends and the Experience of Aging
  • Aging and Society
  • Housing for Seniors
  • Social Security Programs
  • Medicare
  • Mental Health, Grief and Loss
  • Long-Term Care Coverage
  • Senior Nutrition and Fitness
  • End-of-Life Planning
  • Mental Health, Grief and Loss
  • Ethics in Senior Business
  • Financial Literacy
  • Marketing to Seniors
  • Home and Community Services
  • Spirituality and Aging

Certified Senior Advisor Textbook

The 700-plus page Textbook, Working with Seniors: Health, Financial and Social Issues, is the foundation of the CSA Course. It is an easy-to-use, on-the-job reference guide that you can count on as a valuable resource long after you've earned your designation. Key features include:

  • 23 chapters that explore the key health, financial and social issues that most impact seniors' lives today - backed by solid research and illustrated with stories and examples
  • Lists of resources particularly helpful for seniors that CSAs can draw on when serving their senior clients
  • Strategies, guidelines and information on ethical marketing and business practices when working with seniors

Participant Workbook

With about 300 review questions, the Participant Workbook helps candidates integrate the course material and prepare for the CSA exam. Review questions for each chapter consist of key terms and concepts, and multiple-choice items. Answers are provided in the Workbook.

CDs with Faculty Videos

This set of CDs covers all 23 class PowerPoint lectures (50 minutes each) delivered by expert CSA faculty who were videotaped during a real class, with their PowerPoint presentations. You may choose to put these CDs in your computer and enjoy the entire presentation, or play them in your CD player for audio-only.


  • Watch or listen to a CD with a video presentation
  • Read the chapter in the Working With Seniors textbook
  • Complete the chapter review questions in the participant workbook and tailor your study accordingly


The CSA Course may be taken independently for professional development, or as one of the ways that lead to earning the CSA designation.

CSA Exam Only option: If your current education and/or experience working with seniors meets the CSA eligibility criteria, you may choose the CSA Exam Only path to designation. Contact us for more information.


The CSA exam has 150 multiple choice questions, is closed book and proctored. Candidates have 3 hours to complete the exam questions. The passing score is 70% or more correct answers. Self-study candidates take the CSA exam in a Computer-Based Test (CBT) format at a professional test center.

Two re-tests are available for an additional fee of $85 each. Candidates must wait at least six weeks in between test sessions. Re-tests are taken at a professional test center.

For a list of cities with professional test centers, click here. Test centers are added on a regular basis.


The CSA Course and Exam package has been approved for several types of professional continuing education credit: Life and Health insurance (in selected states), Funeral, CFP, CPE, Enrolled Agent CPE, PACE and NAB/NCERS.


The price of this Self-study CSA Course includes all of the materials listed above, plus the CSA Exam fee at a professional test center, and a PowerPoint note-taking book.


We have complete confidence in the value of the CSA Designation Program because we know it works. You can be confident in it as well. If you aren't satisfied with the CSA Course and Exam package, we will refund your tuition minus an $85 cancellation fee when you return course materials within 30 days of purchase.

Licenses / Designations / Educational Credits:CFP
All US States: 15

All US States: 15

Enrolled Agent (3 CPE, 1 Ethics)
All US States: 4

Real Estate
All US States: 4
About The Provider: The education and certification program that Society of Certified Senior Advisors (SCSA) delivers is unique. To our knowledge, it is the only program that focuses on an integrated approach to the health, financial, and social aspects of aging, with its focus on people, not products.

In 1997, Ed Pittock, president of SCSA, gathered experts in all facets of aging, including doctors, attorneys, gerontologists, accountants, financial planners. All shared Ed's vision: that seniors would benefit from a standardized level of knowledge for the professionals who work with them.

The education that this group of distinguished experts created became the basis for the Certified Senior Advisor (CSA)® designation.

Professionals from many walks of life have added the CSA designation to their credentials, and have integrated the CSA education into their professional practices — to the benefit of their senior clients and themselves.
Price: $1,495.00
More Info: Contact Us For More Information
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Keywords For This Course:

CSA, Certified Senior Advisor

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