Society of Certified Senior Advisors
Society of Certified Senior Advisors, providing the premier education and credential for professionals serving seniors
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Quote from Daniel J. Boorstin

CSA Classroom and Web Conference Materials


Certified Senior Advisors textbook, Working with Seniors: Health, Financial and Social Issues

The 700-page CSA textbook is the foundation of the CSA course. It is an easy-to-use, on-the-job reference guide that you can count on as a valuable resource long after you’ve earned your designation.

The textbook’s 23 in-depth chapters explore the key health, financial and social issues that most impact seniors’ lives today. This timely and insightful information is backed by solid research and illustrated with numerous stories and examples.

In addition, the textbook provides lists of resources particularly helpful for seniors that CSAs can draw on when serving their senior clients. The textbook’s final section presents strategies for CSAs to build their practices, including information on marketing to seniors and guidelines for following ethical business practices when dealing with seniors.

Participant workbook

The Participant Workbook is the study guide that accompanies Working with Seniors: Health, Financial and Social Issues.

The workbook helps students integrate the material and prepare for the CSA exam. Study exercises highlight key terms and concepts and feature multiple-choice review questions for each chapter.

Pre-class Study

Candidates should plan on investing an average of 30 – 35 hours of independent study in addition to the web class review, using the workbook in tandem with the textbook.

Society of Certified Senior Advisors
1325 South Colorado Blvd., Suite B-300, Denver, CO 80222   |   Phone: 800-653-1785