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What is a Certified Senior Advisor (CSA)®?

A Certified Senior Advisor (CSA)® 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 commitments to meeting the needs of their Boomer and Senior clients. Successful candidates become members of the Canadian Academy of Senior Advisors.

What is the Canadian Academy of Senior Advisors?

The Canadian Academy of Senior Advisors (CASA) was established in 2003 to bring the coveted Certified Senior Advisor designation to Canadian professionals. CASA took this proven and recognized curriculum and customized the information to address the unique needs of Canadian Boomers and Seniors. Older Canadians can obtain advice from Canadian professionals who are part of and contribute to an international community dedicated to pursuing the highest quality of service.

Certified Senior Advisor Education

Each Certified Senior Advisor must demonstrate an understanding of the following topics:

  • Physiology of Aging
  • Trends in Aging
  • Financial & Estate Planning
  • Health, Nutrition & Fitness
  • Chronic Illnesses in Seniors
  • Canada’s Health Care System
  • Business Ethics with Seniors
  • Long-Term Care
  • End of Life Planning
  • Resources & Networking
  • Social Aspects of Aging
  • Canada’s Social Security Programs
  • Caregiving
  • Alzheimer’s & Related Dementia
  • Abuse & Exploitation of Older Canadians
  • Ethical Marketing to Seniors
  • Senior Housing & Assisted Living
  • Grief & Loss
  • Senior Spirituality
  • Advocacy

After receiving their CSA designation, CSA’s are provided with monthly education on the medical, social and financial issues that are important to older adults.

CSA Professional Responsibility Code

A CSA must adhere to a code of Professional Responsibility encompassing the following canons:

  • Competence. A CSA will provide services in a competent manner and will maintain the education and skills to continue to do so.
  • Confidentiality. A CSA will protect the privacy of clients.
  • Professionalism. A CSA will serve client, colleagues, and the public with the highest degree of professionalism and will work to enhance the reputation of the Canadian Academy of Senior Advisors.
  • Fairness. A CSA will deliver services in a manner that is fair and reasonable and will disclose any potential conflicts of interest.
  • Integrity. A CSA will provide services with honesty and trust, and the best interest of the client will always take top priority.
  • Diligence. A CSA will act with timeliness and consistency in the fulfillment of all professional duties.

All Certified Senior Advisors (CSA)® must maintain a certain level of continuing education to remain current and contribute to Boomers and Seniors well being through volunteer activities.

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