NCCA Accreditation of Certified Senior Advisor (CSA)^®

Thank you for taking some time to review our CSA Designation Compliance Kit. We’ve provided links to several informational items below.

Links to Information

Section 1. Introductory Material CLICK HERE: This link includes information regarding the CSA Designation and the course and exam that lead to it.

Section 2. CSA Handbook CLICK HERE: This item is provided to ensure CSA candidates and prospective CSA candidates have a complete understanding of the requirements required to obtain the CSA designation, and to maintain the designation once they have earned it.

Section 3. CSA Code of Professional Ethics

1. CSA Code of Professional Ethics (CLICK HERE): The CSA Code of Professional Responsibility provides ethical principles and rules for all persons who are certified by SCSA to use the CSA designation. The Code defines the CSA’s obligation to comply with the mandates and requirements of all applicable laws and regulations, and to take the responsibility to perform all professional services and activities in an ethical manner. The CSA Code of Professional Responsibility is based on the standards of competence, honesty, trustworthiness, fairness, and professionalism. An independent body, the non-profit CSA Board of Standards, enforces provisions of the Code.
   
   
2. CSA Code of Professional Ethics Update Announcement: The most recent changes to the CSA Code of Professional Ethics occurred in February 2008. CLICK HERE to learn about those changes.

Section 4. CSA Board of Standards: The CSA Board of Standards, Inc. is a not-for-profit organization, was established to review and resolve complaints lodged against Certified Senior Advisors ("CSAs") for alleged violations of the CSA Code of Professional Responsibility ("Code") in the conduct of their business.

1. General Information on the CSA Board of Standards. (CLICK HERE)
   
   
2. State Sweep Program: Information on one way that SCSA proactively enforces compliance with the CSA Code of Professional Ethics. (CLICK HERE)
   
   
3. Board of Standards Complaint Form (CLICK HERE): view the form provided for providing complaints to the Board of Standards. This form is also available in several locations on SCSA’s website.

Section 5. Frequently Asked Questions (CLICK HERE)

Section 6. NCCA Documents

1. View the certificate provided by NCCA to SCSA conferring accreditation. (CLICK HERE)
   
   
2. View the letter provided by NCCA to SCSA conferring accreditation. (CLICK HERE)
   
   

SCSA Disclosure Policy

Society of Certified Senior Advisors® (SCSA) treats as confidential a CSA’s personal information. At its discretion, however, and in accordance with disclosure authority maintained by the CSA Board of Standards (“Board”), SCSA may release to certain federal and state licensing and credentialing bodies and governmental regulatory agencies, or may publish on its website, details of a current or former CSA’s disciplinary history, if any, resulting from complaints heard by the Board. Similarly, SCSA reserves the right to divulge to such bodies or agencies, or to publish on its website, information in connection with wrongful use or other actions taken by SCSA, or on its behalf, against certain individuals or entities.