How do you know you’re dealing with someone who understands the needs of seniors? Here’s what to look for...

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

Certified Senior Advisors (CSAs) are the only professionals who have:

• Met the personal integrity requirements of Society of Certified Senior Advisors’ (SCSA) Disclosure Questionnaire
• Demonstrated a knowledge of the key health, financial and social issues of the most importance to seniors
• Agreed to follow the CSA Code of Professional Responsibility, which promotes high ethical business practices

Important: Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters.

CSA Verifier
Want to verify that your professional is a member of SCSA? Contact us.

Useful Links
See some links to websites that are especially helpful to seniors.

CSA Code of Professional Responsibility CSAs are held to a very high standard of business ethics. Take a look for yourself.

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.

Filing a Complaint with the CSA Board

The CSA Board of Standards requires that all complaints be filed 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:

CSA Board of Standards
1685 S. Colorado Blvd., Unit S, #272
Denver, CO 80222

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.