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Acceptable Continuing Education

Several types of continuing education (CE) may be submitted to meet CSA CE requirements. The main thing to consider when submitting is that the CE can be deemed beneficial to seniors and the aging community either directly or indirectly; or it relates to ethics.

Click any topic below for details.

Topic Eligibility Acceptable Course Providers
Ethics Requirement Professional Conferences
Volunteering CE Group Presentations
Acceptable Courses SCSA-Provided CSA CE



Topic Eligibility

To be eligible for CSA CE credit, all course topics must be directly, or indirectly, related to seniors and/or ethical issues.

Acceptable topic areas include ethics; financial, health or social issues related to aging; spirituality and aging; general aging issues; death and dying, etc. Sales and marketing topics are not acceptable.

CE courses completed to maintain insurance, health, and/or financial licenses may be applied to the CSA CE requirement upon review and approval of transcripts or other supporting documentation.

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Ethics Requirement

Completion of 3 CE credits specifically relating to ethics is required for all CSAs during each 3-year recertification cycle.

Any courses completed as part of an ethics requirement to maintain other professional licenses may be submitted to meet part or all of the CSA CE requirement.

CSAs may also elect to earn the 3 ethics CE credits using the following options but are not required to do so:

  • •Three (3) ethics CE credits for completing the CSA Code of Professional Responsibility online ethics course and quiz. Read The CSA Role, Rules, and Responsibilities course material and take the quiz:
    • take quiz button


  • •Ethics courses by other professional organizations on topics directly related to seniors’ needs and issues – for example, ethics courses offered by CFP, AICPA or CLTC, or completed for a state L&H insurance or real estate license. These courses must be approved by the CSA Office of Certification.

Ethics CE submitted for the 3-year recertification requirement must be clearly labeled and/or documented as such.

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​Volunteering CE

1 hour of CSA CE credit may be earned for each 1 hour of volunteering for seniors. There is a maximum allowance of 16 CSA CE credits every 3-year recertification period for ​volunteering.

Providing direct care for a senior relative or family member can be counted as volunteer experience. There is a maximum allowance of 8 CSA CE credits every three years for this type.

1 hour of CSA CE credit may be earned for each 1 hour of volunteering as a qualified subject matter expert actively participating in CSA examination development activities: job task analysis workshops; item writing training and development workshops, including the submission of usable examination items; and passing score workshops.

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Acceptable Courses

The following courses are accepted for CSA CE credit:

  • •State-approved insurance CE and other professional CE courses on ethics topics or topics directly related to seniors, including courses offered by WebCE.

  • •CE courses on topics other than ethics or topics directly related to seniors that are completed to maintain insurance, health, and/or financial licenses may be applied to the CSA CE requirement upon review and approval of transcripts or other supporting documentation.

  • •CE courses, seminars or workshops approved or offered by accredited universities and colleges on topics directly related to ethics and/or seniors.

Find Insurance CE Transcripts

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Acceptable Course Providers

CSA CE credits are given for CE courses, seminars or workshops on ethics topics or topics directly related to seniors that are approved or offered by:

  • •A national trade, industry, licensing or regulatory association

  • • An agency or organization such as:

    • CFP Board (Certified Financial Planner Board of Standards)

    • NASBA (National Association of State Boards of Accountancy)

    • NASAA (North American Securities Administrators Association)

    • NAB/NCERS (National Association of Long Term Care Administrator Boards)
    • SEC (U.S. Securities Exchange Commission)

  • •A professional CE provider such as WebCE or The American College

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Professional Conferences

CSA CE credits are given for participation in a professional conference that provides CE, covers topics directly related to seniors, and is sponsored by:

  • •The Society of Certified Senior Advisors (SCSA)

  • •The American Society on Aging (ASA)

  • •The National Council on Aging (NCOA)

  • •A national, state, regional, industry, trade, licensing or regulatory association

  • •An agency or organization including, but not limited to:
    • •Certified Financial Planner Board of Standards
    • •National Association of State Boards of Accountancy
    • •North American Securities Administrators Association
    • •Federal and state departments of professional regulation

One day of participation in a professional conference earns on average 6 CSA CE credits; 2 (or more) days of participation in a professional conference typically earns 12 CSA CE credits.

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Group Presentations

  • •1 CSA CE credit may be earned for each presentation to a different audience or about a different topic.

  • •Presentations must be at least 50 minutes and directly related to senior issues to qualify for CSA CE.

  • •The maximum number of allowable CSA CE credits for group presentations is 10.

Other presentations directly related to working with seniors (such as aging, women and aging, or death and dying) may be submitted to the CSA Office of Certification for pre-approval for CSA CE credits.

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SCSA-Provided CE

CSA Journal:

  • •Case in Point articles feature a topic important to seniors, a related case study, and an associated quiz. 5 CSA CE credits are available for reading the Case in Point article and case study, and successfully completing the associated online quiz.
  • take quiz button


  • •10 CSA CE credits are available for writing an article that is published in the CSA Journal.

 

Audit the Working with Older Adults course:

  • •20 CSA CE credits may be earned by auditing the SCSA course (classroom or online) if it has been more than 12 months since the individual earned the CSA designation.

  • •CSA examination is not required to earn CSA CE for auditing the course.

 

SCSA Webinars:

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