CSA Board of Standards
The CSA Board of Standards, Inc. (“BOS” or the “Board”), a not-for-profit
organization, was established in the state of Indiana in October, 2001,
pursuant to the provisions of the Indiana Nonprofit Corporation Act of 1991.
The CSA BOS was established to review and resolve complaints lodged against
Certified Senior Advisors (“CSAs”) for alleged violations of the CSA Code
of Professional Responsibility (“Code”) in the conduct of their business.
Complaints are reviewed at regularly scheduled BOS meetings.
Currently the Board is made up of five directors, each of whom serves a three-year term. Each director is a CSA, and each brings to their tasks the knowledge gained from many years of professional experience. Collectively, the Board’s professional expertise spans the fields of insurance, financial services, and law, and as a group its directors carry a range of credentials that includes CFP®, ChFC®, CLTC, CPA, and J.D. (the Board also retains outside counsel to assist in conducting Board affairs).
CSA Board Nominations - If you know of a CSA whose professional qualifications and commitment to ethical conduct make him or her a viable candidate to serve on the CSA Board of Standards – or if you’re that candidate – please complete and submit to the Board its Board Nomination Form.
Please call 303.757.1633 if you have any questions about the CSA Board.
Filing a Complaint with the CSA Board
The CSA Board of Standards requires that all complaints be filed by using
the CSA Board Complaint
Form. No unsigned or anonymous complaints are accepted by the Board.
Complaints—and any materials in support of them—are sent to the Board’s mailing
address in Denver, Colorado:
· Call us toll-free at 800-653-1785
· Local phone: 303-757-1633
· Write us at:
CSA Board of Standards
1685 S. Colorado Blvd., Unit S, #272
Denver, CO 80222
· Fax us at 303-758-3885
· Email Us
Any person who files a complaint against a CSA becomes the “complainant” for that
complaint case. No complainants can be anonymous. A complete copy of all the materials
furnished by the complainant is provided to the CSA against whom the complaint is being
made.
Complainants should assemble as much physical documentation as possible to support
their version of events when sending a complaint to the Board.
The CSA Board of Standards makes its Policies and Procures available for your
reference by clicking the following link:
CSA Board Policies and Procedures
All complaints must be filed using the CSA Board Complaint Form. However, for general
questions, please use the email link below.
Contact CSA Board of Standards