Updated: June 30, 2025
A Certified Senior Advisor® (CSA®) is a multidisciplinary professional credential awarded by the Society of Certified Senior Advisors®. Geared toward those serving older adults, the CSA® designation covers critical areas like health, finance, social, and legal aspects of aging. Candidates pass a 115-question exam and commit to strict ethical standards and continuing education—demonstrating the ability to support seniors’ unique needs and transitions.
A CSA® offers well-rounded support for older adults, focusing on:
They’re skilled communicators who respect seniors’ values, motivate informed decision-making, and optimize quality of life.
The Certified Senior Advisor® (CSA®) designation equips professionals with a broad, ethics-driven approach tailored for older adults. Through rigorous testing, ethical training, and ongoing education, CSAs provide valuable guidance across life’s later stages—making them trusted allies for seniors planning health, financial, and life transitions.
Society of Certified Senior Advisors® (SCSA) manages the CSA® credential, including exam, ethics, accreditation, and recertification.
What does CSA® stand for?
Certified Senior Advisor® reflects specialized mastery in senior-focused services.
Is the CSA® recognized by regulators?
CSA® is not regulator-endorsed, but FINRA lists it under professional designations.
How much time does it take to get certified?
Candidates typically complete the 115-question exam within a year; study time varies based on background.
What’s the cost to earn and maintain CSA®?
Exam/application is ~$395, with an annual renewal of $180 and recertification fees ($540 for 3 years).
Can a CSA® give medical or legal advice?
No—CSAs provide education and referrals but do not offer formal medical or legal counsel.
Allan Slider is the Founder of FeeOnlyNetwork.com, a one-of-a-kind digital platform that elevates the visibility of fee-only financial advisors, individually and collectively. Fee-Only advisors are ONLY compensated by the client and NEVER make commission by selling financial products, or receiving kickbacks from brokerage firms. Allan is a consumer & investor advocate and a 20+ year veteran of online marketing for financial advisors.
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