CSA CE Requirements for 2008 Audit

CSA CE Requirements and information

CSAs are required to earn 18 CSA Continuing Education (CSA CE) credits every three years. This includes completion of the Code of Professional Responsibility online module.

Completion of the Code of Professional Responsibility online module, called Roles, Rules and Responsibilities, is required for all CSAs during each 3- year recertification cycle. Three CE units will be earned for completion of the module. No substitutions are allowed.

The remaining 15 CE units may be earned in a variety of ways. The list below explains the different ways you can earn CSA CE. You do not need to do everything on the list. These are options.

Volunteering:

• 1 hour of CSA CE credit for each 1 hour of volunteering for seniors
• Maximum number of CE credits earned by volunteering is 9

Acceptable Courses:

• CE courses, seminars or workshops on ethics or topics directly related to seniors. Sales and marketing topics are not acceptable.
• Providers may include a state or national trade, industry, licensing or regulatory association
• One CE course earns 6 CSA CE credits

Professional Conferences:

• Participation in a professional conference that provides CE, and/or that covers topics directly related to seniors
• 1 day of conference earns 6 CSA CE credits
• 2 (or more) days conference earns 12 CSA CE credits
• Attendance at the CSA International Summit earns 12 CSA CE credits

Acceptable Course and Conference Providers:

• May include a state or national trade, industry, licensing or regulatory association
• Examples of approved providers:
  • CFP Board (Certified Financial Planner Board of Standards)
  • NASBA (National Association of State Boards of Accountancy)
  • NASD (National Association of Securities Dealers)
  • NASAA (North American Securities Administrators Association)
  • NAB (National Association of Boards of Examiners of Nursing Home Administrators)
  • SEC (U.S. Securities Exchange Commission)
  • The American College
  • NAIFA (National Association of Insurance Financial Advisors)
  • Insurance, nursing, social work and other professional CE providers
  • Accredited universities and colleges
  • Community organizations, such as the Alzheimer’s Association
  • WebCE
  • American Society on Aging (ASA)
  • National Council on Aging (NCOA)
  • SCSA’s Ethics Online Courses:
    • The Critical Issues in Aging series (three courses): 3 CSA CE credits per course for a total of 9
    • Senior Market Sales Ethics: 6 CSA CE credits
    • Maximizing Integrity in Decisions with Seniors: 6 CSA CE credits
    • Effective and Ethical Communication with Seniors: 6 CSA CE credits

Audit the SCSA Educational Course:

• 15 CSA CE credits may be earned by auditing the SCSA course if it has been more than 12 months since the individual earned the CSA designation. This does not exempt CSAs from the required Code of Professional Responsibility module (3 CSA CE ethics credits).
• CSAs may audit the one day Fast Start orientation to the self-study version of the SCSA course for 6 CSA CE credits.

Group Presentations:

• 1 CSA CE credit for each presentation to a different audience
• SCSA Presentations already approved:
  • Nine Tips for Seniors to Avoid Financial Abuse
  • America’s Crisis in Aging
  • Ageless Wisdom for Ageless Living
  • Boomers and Their Parents

• Other presentations directly related to working with seniors (such as aging, women and aging, or death and dying) may be submitted to the SCSA Certification Council for pre-approval for CSA CE credits. Download the pre-approval form from the SCSA website and submit to Janice Moore, SCSA Certification Manager, at
  • Maximum number of CSA CE credits for group presentations is 6

Please contact Jan Duncan with any questions.

888-290-7312