What is a Certified Senior Advisor?

What is a CSA?

A Certified Senior Advisor (CSA) is a professional who has completed a rigorous course of instruction regarding the concerns facing seniors. This course is taught by nationally recognized experts and covers issues such as social work, law, medicine, gerontology, geriatrics and financial planning.

Once the course is completed, a comprehensive exam is administered to give the professional an opportunity to demonstrate their knowledge of the issues. Once the CSA exam is passed, the candidate becomes a member of the Society of Certified Senior Advisors.

When you work with a professional who has added the CSA designation to her credentials, you know you’re working with someone who has invested time and effort in learning about the things that are important to you.

CSAs are concerned with the health, financial, and social aspects of older adults and their families. They make a special effort to earn your trust and are committed to continuing their CSA education in the specialized and ever changing field of senior care.

How is a CSA different from a Geriatric Care Manager?

As a CSA I am able to keep my fees affordable for individuals that do not require the skills of a geriatric care manager.

What does a CSA need to know?

CSA’s have a basic understanding of the following topics:

  • Principles of Aging / Social Aspects of Aging / Trends in Aging
  • Social Security & Taxes
  • Financial & Estate Planning / Tax Planning
  • Care giving
  • Health, Nutrition & Fitness
  • Alzheimer’s & Dementia
  • Chronic Illnesses in Seniors
  • Medicare Planning
  • Ethics & Seniors
  • Senior Housing & Assisted Living
  • Long-Term Care
  • Grief & Loss / Funeral Planning
  • Advance Directives
  • Spirituality & Community Resources