Become a CSA

Why Become a CSA?csa_logo


Here’s why anyone who works with seniors needs the CSA designation

CSAs understand how to build effective relationships with seniors because they have a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors’ lives. 

In the financial services field alone, you could earn at least 70 different credentials. The health and social work fields have a similar array of credentials, as do other professions. These credentials teach professionals about products and professions. The CSA credential focuses exclusively on people. So, it’s not a question of whether to become a CFP or a CSA. It’s a question of and.

Professionals who choose the CSA Course and Exam option learn what’s important to seniors and how – always – to keep their interests first. Whatever your specialty, you already know your business. In the CSA Course, we teach you about the people you want to do business with. The result is successful professionals and satisfied seniors.

As a CSA, you understand the financial, health, and social issues that seniors face.

These are the key factors that converge to fundamentally shape our lives. As a professional in your field, you need to understand how these factors interact so that you can add that knowledge to your existing professional expertise for the benefit of your senior clients.

Becoming a CSA will not make you an expert in any other profession. But the designation enables you to better apply your professional knowledge to seniors. This makes your own professional recommendations and referrals far more effective and makes you a valuable resource to your senior clients.

As a CSA, you know how to communicate more effectively with seniors.

That means knowing everything from how to relate to seniors, to understanding why seniors make decisions, to designing senior-friendly communication. Improving communication with seniors is one of the top three reasons professionals give as why they became CSAs.

As a CSA, you recognize what's important to seniors and have better relationship building skills - essentials to earning credibility.

Make no mistake: No title, designation or credential can make someone credible. Credibility is the sum of knowledge, skilled communication, and high ethical standards. When professionals bring these things to their work, they give their clients recommendations and referrals that their clients appreciate. And that’s the single factor that defines any professional’s success.

When clients ignore your recommendations, it can mean they don’t see the need for your service or that you don’t fully understand their needs. Or, worse, they don’t view you with enough credibility to deserve their trust.

When they take your advice – or buy your product, or subscribe to your service - it means they respect you and value the role you play in their lives. It means they believe you understand their needs and can solve their problems.

But the key is understanding. Only if you understand what’s important to seniors will you gain the essential credibility you need.

That’s why SCSA is focused entirely on helping professionals understand the surprising complexity of what it means to be a senior today. It means looking at seniors in an entirely different way and thinking about them with a completely different mindset. It means becoming a Certified Senior Advisor (CSA)®.

Giving you knowledge and resources to develop an effective marketing plan for the senior market.

Marketing is good communication, skillfully and ethically applied. In the CSA Course, we teach professionals the do’s and don'ts of communicating and building relationships with seniors. If you don’t want to start from square one developing your own communication pieces for seniors, you can use Programs for CSAs, an independent affiliated company, which offers a wide range of effective programs to assist with your marketing efforts.