ElderPlanningInsurance.com

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Insurance Planning 101

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A Certified Senior Advisor is a professional who has completed a rigorous course of instruction in the concerns facing seniors. This course is taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics and financial planning. Upon completion of the course, candidates for the designation must pass a

comprehensive exam to demonstrate their knowledge of the issues and their commitment to meeting the needs of their senior clients. Upon successfully passing the CSA examination, a CSA automatically becomes a member of the Society of Certified Senior Advisors.

The Society was founded in 1996 with the input of doctors, attorneys, gerontologist, accountants, financial planners and other experts who realized a need for standardized education for professionals who work with seniors. Based on a report from AARP, 1.5 million professionals work full time with seniors, but only 8,000 have gerontology degrees. Not only must Society members meet a certain level of education in issues pertinent to seniors, they must adhere to a strong code of professional responsibility.