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In 1996, a select group of geriatric MDs, 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, 1.5 million professionals work full-time with seniors--8,000 have gerontology degrees. It was evident that those working with seniors needed a training program on priority senior issues. The Society of Certified Senior Advisors was born.
Our Mission Statement:
The mission of Society of Certified Advisors is to constantly define the priority needs of seniors so that, through continuing education, Society of CSA members can be on the cutting edge to serve as recognized advisors.
Society of Certified Senior Advisors -- Providing current, insightful information about aging.
The following is just a partial lists of the topics one has had to study in preparing for the CSA designation:
Principles of aging
Social Security and taxes
Financial and estate planning
Caregiving
Alzheimer's and dementia
Tax Planning
Business ethics with seniors
Medicaid planning
Senior housing
Long Term Care
Health, nutrition and fitness
Senior Spirituality
Grief and Loss
Funeral Planning
To remain in good standing, a CSA must adhere to a Code of Professional Responsibility encompassing the following cannons:
Competence- in services provided.
Confidentiality- protecting privacy of clients.
Professionalism-serve the client to the highest degree attainable.
Fairness- fair and reasonable services.
Integrity-honest, trust and the best interest of clients are priorities.
Diligence-timeliness and consistency.
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