What Is a CSA? The Certified Senior Advisor Credential, Explained

An advisor who deeply understands the financial, health, and life challenges of aging. Works with older adults on Medicare, housing decisions, long-term care, and protecting against financial exploitation.

Specialized Planning · CHIP Teamopedia

Society of Certified Senior Advisors (SCSA)

Issuing organization

Required

Board exam required

30 hrs every 3 years

Continuing education

The full guide for this credential is still being written. The facts above are verified; the long-form explainer is on the way.

Educational Content & Disclaimer: This article is for informational and educational purposes only. CHIP Financial does not provide financial, investment, legal, or tax advice. Credential details are current as of publication and subject to change by the issuing organization; always confirm current requirements directly with the issuing body. Always conduct your own due diligence before hiring a financial professional.