Member Home

Welcome to the CSA Portal! Please take some time to familiarize yourself with all of the great features and exclusive content available to CSAs. Please contact us directly if you would like assistance on using any of the tools or have any difficulties what-so-ever.

Getting Started

  1. Customize your CSA Locator Profile – you can do this by clicking your name under “Your Account” section listed to the right of the screen. Here you are able to upload a photo (PNG file types only and be sure it less than 75 kilobytes), add information about your professional and educational history, include a biography, link to your website and products and so much more! Your CSA Locator Profile is how seniors looking for a trusted professional can find you, so be sure to keep your information up-to-date with all of the information relevant to your expertise as a professional serving seniors.
  2. Familiarize yourself with the contents of the CSA Portal – Past issues of the CSA Journal, Webinars, Public Services Presentations, and all of your exclusive content is listed here for your use and benefit. Be sure to check back regularly as we will be rapidly increasing the volume of content that is available to you.
  3. Connect with CSAs and Seniors – Now it is so much easier to find and connect with CSAs through the CSA Locator. Seniors can find you by searching for location, industry, company name, your name, phone number and job title. You can now “add friends” and send private messages through the new CSA Locator to find and connect with other CSAs. CSA Groups are another brand new feature of the new CSA Portal. Join or create groups based off interests, industries or locations. Check out the CSA Groups page.
  4. Give us your feedback! – The CSA Portal is made for you, our valued customer. We plan to further develop the Portal, especially over the next several months, to better serve your wants and needs, so please let us know if there is anything that you would like to see added or changed. Let us know how we are doing.

Get Connected

You are a part of an organization dedicated to serving the unique needs of aging clients. Find out the many ways you can connect with the Society of Certified Senior Advisors to showcase your expertise and benefit from the many resources and opportunities available exclusively to Certified Senior Advisors. For specific information go to Get Connected or call us at 800.653.1785 and we would be happy to provide you with more information.