Society of Certified Senior Advisors
Society of Certified Senior Advisors, providing the premier education and credential for professionals serving seniors
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Why didn't I do this sooner?

These are the most common and profound words spoken by Certified Senior Advisors (CSA)s. Few education programs can boast that there is immediate and continued return on investment, yet CSAs experience this benefit every day with the distinctive CSA education and unmatched professional support from SCSA.


Read what other CSAs are saying about this powerful program:

“As a senior executive and elder care professional for more than 3 decades, I've experienced some of the best training on senior care available in the US. After attending the CSA training program two years ago, I immediately recognized the high caliber education offered by the Certified Senior Advisor Program. The program provides a deep understanding of the health, social and financial issues that affect seniors along with an understanding of how these issues impact seniors’ lives and our society. I recommend CSA training for all Visiting Angels franchisees without exception. .”
- Pat Drea, CSA – Chief Operating Officer - Visiting Angels




“As trainer and Vice President of Franchise Services for Home Helpers and Direct Link, I value knowledge that empowers a franchisee to provide unprecedented service . I attended the CSA training almost four years ago and immediately recognized the depth, empowerment and relevance this training provided. The material came alive and pieced together many of my previous trainings. The training provided me a solid understanding of the issues that affect seniors which in turn directly provided me the tools necessary to serve this most deserving population both professionally and personally. I recommend CSA training for all franchisees without exception. . .”
- Cheryl Hammons, CSA – Vice President of Franchise Services - Home Helpers, Caring Hearts and Direct Link




“The class was everything I expected and MORE! The instructors were phenomenal, extremely knowledgeable and interesting. The class was a mix of career backgrounds which I feel also helped to create a broader scope of questions and information exchange. All in all, the great experience that I know will benefit me and help me propel my business to a level that I would not be able to attain without the SCSA! .”
- Bert Schwartz, CSA – Home Helpers and Direct Link of Oakland, PA




“The information I learned in this course is priceless. It wasn't just the material but the effectiveness of the instructors that made a difference! The knowledge that I acquired gave me the confidence and push I needed to start my business. I would like to commend your organization in preparing such a well-organized live course! The materials covered, the breaks, the paperwork, the book/workbook, the speakers, the setting, the accommodations...everything was perfect! I am pumped! Aside from the educational aspect of the program, we became a tight group who bonded as we survived the earthquake! Unforgettable! Thank you and congratulations on having the BEST training program. Will certainly recommend. ”
- Alicia Ortiz, CSA




“Making the investment to become a CSA paid off within HOURS of having completed the course! After taking my exam, I returned to the office where I received a call from a potential client. The caller shared her frustrations with understanding Medicare and its different parts. And she also expressed reservations about hopsice services which had been recommended to her. Immediately, I was able to provide an overview of Medicare Parts A, B, C, and D, as well as explain the benefits of hospice and reasons why she would embrace their support. Her response to me was: "You really know your stuff!" One week after our conversation, she became a client! Acquiring the CSA designation has boosted by credibility and confidence beyond measure. ”
- Karen L. McMurray, CSA




“This course by far provides an enourmous amount of invaluable information regarding seniors that would definitely benefit those who work with the senior population in any capacity .”
- Harvey Carr, CSA




“If you were to drive a car without putting in the time to learn how to do it properly, you are a potential danger to yourself and others around you. In the same way, I wouldn’t want anyone working with seniors unless they put in the time, and I don’t know of a better place to do that but here, in the CSA Program.”
- David J. Bruno, CSA – Bensalem, PA




“The CSA credential helped me to understand all aspects of the senior generation, and that helped me to better prepare and analyze their tax issues and assist them with their retirement and financial goals.”
- Marilyn R. Burnside, CPA – Denver, CO




“The CSA book, work book and class were of such immense value to me as I continue my work with seniors. As a Marketing Director and an individual who has worked in Skilled Nursing and currently in Assisted Living, I am regularly faced with needs and concerns presented by Seniors and their families. The CSA course gave me such wonderful information, approaches and important guidelines to follow when working with or making suggestions to our senior population and their families.
I have been in admissions/marketing in the healthcare field for over 15 years and thought I knew a lot about seniors, services, approaches…..the CSA course and textbook made my knowledge base grow by leaps and bounds! I recommend ANYONE working with seniors should take this course!! The textbook is a FABULOUS resource to have on hand!!”
- Paige Carpenter, CSA – Glen Allen, VA




“I attribute much of my success to your sage recommendations and referrals on how to work with older adults and the many marketing / networking ideas you taught me. Now I begin my seminars with a brief introduction to the Society of Certified Senior Advisors and am immediately accepted as a professional who genuinely cares about older adults.”
- Robert Hall, CSA – Scottsdale, AZ




“CLU, CFP, LUTCF, FLMI, ACS, ChFC, AALU, CPCU, AIAA, CSA, CASL, ChFEBC are all designations that I’ve earned during an insurance and financial services career that started in 1972. Do you want to know where I got the information that I use most, almost every day? CSA, that’s where. CSA doesn’t make a trusted advisor, CSA makes a trusted advisor better.”
- Jeff Henson, CSA – San Antonio, TX




“Certified Senior Advisor is designed to enhance the care givers’ skills, knowledge and positive attitude toward the elder care ministries. We are living in an emerging world with an increase of the elderly population and change is inevitable. The CSA program is a vital component for a successful Elder Care Ministry in our churches.”
- Sung Kwon, CSA – Silver Springs, MD




“Earning the designation CSA means a lot to many of my clients, potential clients, and their families not to mention my referral sources. It shows that I have gone the extra mile to learn about my clients needs. More important than the marketing part of having the CSA designation, is my new understanding of the reality that my clients and their families are living. This course has given me a much better perspective of the aging process, the wide range of complexities and the need for specialized goods and services for our senior clients. It has dramatically improved my ability to assist my clients.
- Mark A. Lamartina, CSA – Lake St. Louis, MO




“As an employee of a home care franchisor, I train franchisees how to tap into their local referral networks. Establishing credibility is essential to earn referrals from hospitals, rehabilitation facilities, etc. and CSA education enables our franchisees to speak knowledgeably about the various issues affecting the senior population. As a result, referral sources and families tend to look to us more as consultants vs. sales people and are more inclined to follow our advice and direction. Our Franchise Partners routinely discuss topics with referral sources and families. CSA helps them speak more knowledgeably and, thus, more credibly. I encourage our entire network to pursue this designation.
- Alex Morrison, CSA – Greenwood Village, CO




“If you truly want to be ahead of the curve of the biggest trend our society has ever seen that will impact financial, social and health matters, you need to become a Certified Senior Advisor.”
- Mark Neville – Livonia, MI




“New to the senior marketplace, I felt that achieving the designation of CSA was very important for my creditability and the creditability of my company. It gave me a quick, comprehensive guide into the key issues facing seniors. Although the course and exam were challenging, I felt a great sense of accomplishment when I heard that word “PASSED”. I have found the information I learned to be current, relevant and comprehensive as I talk with Assisted Living Directors, Estate Planners, Healthcare Providers, etc. I would absolutely recommend that you become a CSA, especially if you are new to the senior marketplace. I would also recommend, taking it one step further and market your achievement. For maximum value, add the designation on your business cards, website, letterhead and mention in all press encounters and referral meetings. I believe it will help set you apart from the competition.”
- Lea Nugent, CSA – Lexington, KY




“I can say that as someone who got to experience firsthand the “CSA experience” and learning, I can provide an enthusiastic recommendation for all owners. The folks at CSA treat BrightStar owners well and will definitely help owners learn the industry and about being a great resource for seniors during Pre-Opening.”
– Jayson Pearl, CSA – Gurnee, IL




“The CSA education and designation gives me credibility with my clients and there is an aura of trust and honor about it. It puts me in a position of being an authority on all things senior and also helps me to be one step ahead of the competition when marketing. Recently, I met with a Geriatric Care manager who was quite impressed with the knowledge I had gained from my CSA education.”
- Jim Podzius, CSA – Sun City, AZ




“The SCSA “Tips and Tools” resource has been of tremendous value for me. The first installment of the Tips and Tools initiative was about senior identity theft, and I put it to immediate use in a presentation to the local senior center. The program was very well received and I was invited back as a speaker. Subsequent topics including the Medicare and Conversations with Seniors are also proving very helpful, and I’m currently booking those programs. As a CSA, I can’t thank the Society enough for giving me the tools I need to reach out to families in my community. The information they provide is complete, timely and directly supports my mission to be a trusted resource for my clients and their families.”
- Bonnie Roberts, CSA – Londonderry, NH




“I appreciate being a CSA Member, and I believe and trust in all the membership efforts at helping senior citizens. I talk to everyone I encounter in the financial/insurance field about your fine organization. You seem to improve as years go on. Thank you for CSA.”
- Frank Sacco, CSA – Plantsville, CT




On a personal level, after reading the CSA text book and attending the three day class, I have begun to assess my personal situation in much greater detail and I’m working to make changes in regards to my health and finances. Also, I feel that I am better equipped to approach complicated subjects with the seniors in my life, my parents and in-laws in a way that I never could have imagined. In regards to my business, I believe am now better equipped to look at my clients from a much broader perspective that includes the social, financial and health issues they face and I am able to offer more insight in assisting them in addressing their circumstances. Also, by obtaining the CSA designation I believe my clients and other professionals that serve seniors realize that I am committed to helping seniors in the community to age with dignity with has greatly helped my credibility.

I not only believe that everyone who markets a product or service to seniors should take the CSA course but those individuals who have parents or a parent who is a senior and find themselves in the caregiver roll should at least read the text book. The wealth of information and resource material is unmatched and invaluable.
- Charles Smiley, CSA – Indianapolis, IN




“Seventh-Day Adventists have traditionally been taught to have regard for others around them. We strive to take care of our neighbors, whether they are family, friend or stranger. Even so, the journey of aging is often difficult, both for those advancing in years and for those struggling to provide meaningful support. The grounded educational component of the CSA training combined with a compassionate ethical emphasis provides a broad-based knowledge foundation for our aging members and their professional and non-professional caregivers. As church and community demographics shift to a population with higher percentages of seniors, this training will become more important and sought after by members of all ages. Some of our members use this training to enhance their professional expertise, but most members use it to serve their communities regardless of reimbursement. This is an education we embrace with our hearts as well as our hands as we continue to care for our neighbors, families, friends and even strangers.”
- Rhonda Whitney, CSA – Gladstone, OR




“I am a CLU, ChFC, CFP and Accredited Estate Planner, and have been a wealth management consultant for 45 years. This course and its relevancy to real life is the best I have experienced – ever.”
- Arthur Williams – Irving, TX




“When I took the CSA course I had been a nursing home administrator for over 10 years, taken care of my mother who was ill for 20 years, was a national presenter on the Federal Long-term Care Insurance Program, was an instructor for long-term care planning, and had my own production in long-term care insurance in the individual and business markets. I really thought I had seen and heard it all! However, I sat completely involved in the class as a listener and participant, and absorbed so much new information about seniors that I hadn't heard before. This course covers the holistic view of what happens, as we age, to our attitudes, bodies, minds, friends, family, housing, caregiving, social issues, Medicare, Medicaid, Social Security, and long-term care. This was exactly what I needed to give me more to talk about and share with prospects and clients. They are hungry for information and I feel the content of the CSA course gives professionals the tools and education needed.
– Nancy Dykeman, CSA – Evergreen, CO

Society of Certified Senior Advisors
720 S. Colorado Blvd., Suite 750 N., Denver CO 80246   |   Phone: 800-653-1785