CSA

Definition of a Certified Senior Advisor TM

Experts from each of these fields (gerontology, geriatric medicine, elder law, financial planning, accounting, and other age-related specialty areas) determined that the issues facing seniors are so complex and diverse, that professionals who serve the 50+ market need a single credible source of information and training.

The Society of Certified Senior Advisors developed a comprehensive training program that delves into virtually every aspect of the aging issue: from the aging process itself, to common illnesses affecting the elderly, to strategies to help seniors plan their retirement years.

Code of Professional Responsibility

A CSA is required to conduct their business to the highest of ethical standards. There is a very comprehensive CSA Code of Professional Responsibility that all CSAs must adhere to, to remain in good standing with the Society of Certified Senior Advisors.

The CSA Board of Standards has established the CSA Code of Professional Responsibility (Code) for [us] to live by. The Code embodies six fundamental principles of ethical conduct. They are:

1. To conduct your business according to high standards of honesty and fairness and to render that service to your clients that, in the same circumstances, you would apply or demand for yourself.

2. To provide competent and consumer-focused sales and services.

3. To engage in active and fair competition.

4. To provide fair and expeditious handling of client business, complaints and disputes.

5. To provide your clients with advertising and sales materials that have a clear purpose and honest and fair content.

6. To maintain your competency through continuing education. Being competent means having the skills, knowledge, commitment and attitude to do a professional job as a senior advisor.

(SOURCE: Society of Certified Senior Advisors)