The Society of Certified Senior Advisors

Golden Guide is a proud member of The Society of Certified Senior Advisors. Learn why we are part of this organization and how it helps our clients.

What is The Society of Certified Senior Advisors

The Society of Certified Senior Advisors (SCSA) is the premier membership organization for professionals who serve older adults. SCSA’s Working with Older Adults program provides a standardized education in key aging issues and the CSA certification program is dually accredited.

Founded in 1997 with the input of health, social, financial , legal and other experts, SCSA believes that growing older an experience to be valued and supported with the right kind of planning, recommendations and referrals for people’s unique situations.

What Is a Certified Senior Advisor (CSA) ?

CSAs are specialists in aging — professionals who have supplemented their expertise with knowledge about aging and health, social and financial issues important to many older adults.

CSAs are uniquely able to help you navigate your individual experience of aging and benefits from its opportunities. Your CSA will help you:

- Know what to expect and plan for as you age
- Integrate your needs and goals — health, social and financial
- Consider factors to make decisions in your best interests
- Select your best options and solutions
- Make adjustments as your needs change

Your CSA will also help you find services and supports for your aging needs, and refer you to other qualified professionals with complementary expertise.

All CSA candidates must pass a certification exam and criminal background check, and agree to uphold the highest ethical standards for the benefit and protection of older adults. Also, every three years CSAs must fulfill continuing education requirements, verify their compliance with laws and regulations, and reaffirm their pledge to follow the CSA Code of Professional Responsibility.

What Is a Certified Senior Advisor (CSA) ?

CSAs are specialists in aging — professionals who have supplemented their expertise with knowledge about aging and health, social and financial issues important to many older adults.

CSAs are uniquely able to help you navigate your individual experience of aging and benefits from its opportunities. Your CSA will help you:

- Know what to expect and plan for as you age
- Integrate your needs and goals — health, social and financial
- Consider factors to make decisions in your best interests
- Select your best options and solutions
- Make adjustments as your needs change

Your CSA will also help you find services and supports for your aging needs, and refer you to other qualified professionals with complementary expertise.

All CSA candidates must pass a certification exam and criminal background check, and agree to uphold the highest ethical standards for the benefit and protection of older adults. Also, every three years CSAs must fulfill continuing education requirements, verify their compliance with laws and regulations, and reaffirm their pledge to follow the CSA Code of Professional Responsibility.

CSA Code of Professional Responsibility

All CSAs must follow these ethical standards:

Competence
CSAs are obliged to keep their professional training, skills and knowledge current and comprehensive to competently provide professional services to clients.

Honesty
CSAs shall not lie, cheat or steal and must accurately communicate to clients their professional licenses, credentials and other business qualifications; and must be clear in their communication with clients.

Trustworthiness
CSAs must act in a trustworthy manner by promptly and courteously addressing client questions and concerns and performing their services in the client’s best interest.

Fairness
CSAs shall conduct their professional activities fairly and impartially and must disclose all potential or perceived conøicts of interest that may arise. CSAs must rigorously safeguard client, potential client and business associate information.

Professionalism
CSAs must serve with the highest degree of professionalism, use due diligence, and act in good faith in all matters, upholding the standards of the CSA designation and any other licenses or credentials they hold.

Home Care

SCSA’s Working with Older Adults course on the health, social and önancial issues of aging gives professionals practical knowledge, tools and resources that enable them to understand and serve older adults more effectively.

Developed by experts, Working with Older Adults covers 26 topic areas in six modules:

- The Journey of Aging
- Health Transitions as People Grow Older
- Quality-of-Life Choices for Older Adults
- Financial and Estate Planning for Age 65 and Older
-Federal and State Programs for Retirement and Health Care
- Essential Ethics for Working with Older Adults

The Journey of Aging Health Transitions as People Grow Older Quality-of-Life Choices for Older Adults Financial and Estate Planning for Age 65 and Older Federal and State Programs for Retirement and Health and Health Care Essential Ethics for Working with Older Adults Professionals learn what it means to be an older adult — how aging works, how it changes lives, and how it affects decisions. They recognize how health, social, and financial issues work together and influence outcomes. Understanding this, professionals can better serve older adults in a variety of ways, and help ensure they receive integrated services, supports and options.

Working with Older Adults is based on key competencies for serving older adults identiöed by CSAs under ANSI and NCCA accreditation standards.

Why Should You Work With a Certified Senior Advisor?

When you work with a CSA, you are working with someone who has invested time and effort in learning about the things that are important to you. Professionals become CSAs because they want to learn about the health, social and önancial aspects of being age 65 or older. They have made speciöc efforts to earn your trust and h your trust and have committed to meeting CSA continuing education standards that focus on aging issues and encourage volunteering to help older adults.