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).
Link to Policies and Procedures
The CSA Board of Standards makes its Policies and Procures available for your reference by going to the CSA Board Policies and Procedures.
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 the Board Nomination Form.
Contact the CSA Board of Standards
Please call 303.757.1633 if you have any questions about the CSA Board.
Contact CSA Board of Standards via email