Course Information

The Certified Senior Advisor (CSA) course teaches anyone who works with seniors about the strategies and tactics for working more effectively with the senior customer.

CSAs understand how to build effective relationships with seniors because they have a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors’ lives.

In the financial services field alone, you could earn at least 70 different credentials. The health and social work fields have a similar array of credentials, as do other professions. These credentials teach professionals about products and professions. The CSA credential focuses exclusively on people. So, it’s not a question of whether to become a CFP or a CSA. It’s a question of and.

Professionals who choose the CSA Course and Exam option learn what’s important to seniors and how – always – to keep their interests first. Whatever your specialty, you already know your business. In the CSA Course, we teach you about the people you want to do business with. The result is successful professionals and satisfied seniors.