Career Training >> Law Training >> Insurance Training >> Certified Senior Advisor (CSA) Designation Program: 3-Day Review Class and Exam Training Seminar

Course ID: 22300 | Course Duration: 1 Day | CEUs: CFP, PACE, CPE (Available for Classroom Only), Enrolled Agent CPE (3 CPE, 1 Ethics), Life and Health Insurance - varies per state

Certified Senior Advisor (CSA) Designation Program: 3-Day Review Class and Exam Training Class

Course ID: 22300

Certified Senior Advisor (CSA) Designation Program: 3-Day Review Class and Exam Training Seminar

Over 10,000 Americans turn 60 each day, one of the most profound demographic developments we have ever seen. Today's seniors face the real prospect of living longer than most ever imagined.

But living longer has special challenges. Because over 75% of the nation's wealth is controlled by seniors, it is vital to help them preserve their assets so that they don't outlive them. Thus, professionals are responding by becoming Certified Senior Advisors (CSAs).

The CSA Designation Program certifies that designees have broad-based knowledge of the health, social and financial issues that are important to the majority of seniors, and recognize the dynamics of these factors in seniors' lives.

Only if you understand what's important to seniors will you gain the essential credibility you need to gain their trust and business. When it comes to providing specific recommendations concerning their nest egg and future, seniors want someone who understands their needs, and you can demonstrate you have this knowledge with the CSA designation.

INSTRUCTION

Highly engaging, educational and interesting, the 3-day CSA review class is delivered by expert CSA faculty, who give 50-minute PowerPoint presentations on a wide range of topics from the CSA Textbook, Working with Seniors: Health, Financial and Social Issues. You'll also have the opportunity to experience SCSA's signature "Aging Demonstrations" and network with new people in and outside your area of professional expertise.

This class is an excellent opportunity for group study and review of the CSA course material that you studied independently prior to attending class, in final preparation for the CSA exam.

The CSA Course and Review Class cover topics such as:

Physiological Changes of Aging
Cognitive Aging
Chronic Illness
Caregivers and Caregiving
Family and Social Support Systems
Trends and the Experience of Aging
Aging and Society
Housing for Seniors
Social Security Programs
Medicare
Mental Health, Grief and Loss
Long-Term Care Coverage
Senior Nutrition and Fitness
End-of-Life Planning
Mental Health, Grief and Loss
Ethics in Senior Business
Financial Literacy
Marketing to Seniors
Home and Community Services
Spirituality and Aging

Candidates should invest an average of at least 20-25 hours of study prior to attending this Review Class, using the CSA Workbook in tandem with the Textbook (more than 25 hours is strongly recommended).

COURSE MATERIALS

Certified Senior Advisor Textbook

The 700-plus page Textbook, Working with Seniors: Health, Financial and Social Issues, is the foundation of the CSA Course. It is an easy-to-use, on-the-job reference guide that you can count on as a valuable resource long after you've earned your designation. Key features include:
- 23 chapters that explore the key health, financial and social issues that most impact seniors' lives today - backed by solid research and illustrated with stories and examples
- Lists of resources particularly helpful for seniors that CSAs can draw on when serving their senior clients
- Strategies, guidelines and information on ethical marketing and business practices when working with seniors
Participant Workbook

With about 300 review questions, the Participant Workbook helps candidates integrate the course material and prepare for the CSA exam. Review questions for each chapter consist of key terms and concepts, and multiple-choice items. Answers are provided in the Workbook.
CDs with Faculty Videos

This set of CDs covers all 23 class PowerPoint lectures (50 minutes each) delivered by expert CSA faculty who were videotaped during a real class, with their PowerPoint presentations. You may choose to put these CDs in your computer and enjoy the entire presentation, or play them in your CD player for audio-only.

RECOMMENDED STUDY PROCESS

Watch or listen to a CD with a video presentation
Read the chapter in the Working With Seniors textbook
Complete the chapter review questions in the participant workbook and tailor your study accordingly

CSA DESIGNATION INFORMATION

The CSA Course may be taken independently for professional development, or as one of the ways that lead to earning the CSA designation.

CSA Exam Only option: If your current education and/or experience working with seniors meets the CSA eligibility criteria, you may choose the CSA Exam Only path to designation. Contact us for more information.

CSA DESIGNATION EXAM

The CSA exam has 150 multiple choice questions, is closed book and proctored. Candidates have 3 hours to complete the exam questions. The passing score is 70% or more correct answers. Candidates who attend the Review Class take the CSA exam on-site on the fourth day following the 3-day class.

Two re-tests are available for an additional fee of $85 each. Candidates must wait at least six weeks in between test sessions. Re-tests are taken at a professional CBT test center.

CONTINUING EDUCATION CREDIT

The CSA Course and Exam package has been approved for several types of professional continuing education credit: Life and Health insurance (in selected states), CFP, CPE, Enrolled Agent CPE, PACE and NAB/NCERS.

COURSE AND EXAM FEE

The price of the CSA Course and Exam package includes the CSA textbook, CSA exam, participant workbook, and a PowerPoint note-taking book to use during the faculty lectures.

OUR GUARANTEE

We have complete confidence in the value of the CSA Designation Program because we know it works. You can be confident in it as well. If you aren't satisfied with the CSA Course and Exam package, we will refund your tuition minus an $85 cancellation fee when you return course materials within 30 days of purchase.