CSA Board approved CE provider
MY-CPE LLC is an approved Continued Professional Education (CPE), Continued Education (CE)/ Continuing Professional Development (CPD) Education Provider and has effectively met the standards set up by various Boards/ Organizations like NASBA, IRS, IIA, CFP Board, IMA, CTEC and various other boards.
MY-CPE LLC offers various topics to Certified Senior Advisor (CSA) in order to enable them to fulfil their CE requirements. We are focused on providing quality continued education (CE) courses to CSA with content that incorporates the most recent updates and industry principles. Our courses for CSAs are authored/reviewed by industry specialists and subject matter experts. Our wide variety of delivery methods (Live Webinars & Self Learning) allows you to take your CE credits at your own pace.
CE REQUIREMENTS FOR CSA
CSAs are required to earn 30 Continuing Education (CE) credits every 3 years.
Carry Forward of the credits-Not applicable
CE Reporting- Credits applied toward meeting the recertification requirements must be completed during the certification cycle and should be reported once in every 3 years.
ETHICS REQUIREMENTS FOR CSA
Certified Senior Advisor are required to complete minimum 3 hours of Ethics CE Every 3 years
Ethics courses approved for ethics CE credits by other professional organizations on topics directly related to seniors’ needs and issues – for example, ethics courses offered by CFP, AICPA or CLTC, or a state L&H or real estate insurance license. These courses must be pre-approved by the Office of CSA Certification.
QUALIFYING LEARNING ACTIVITIES
Candidates for CSA® certification can receive CEE credit for completing:
- Continuing education programs directly related to seniors (live as well as self-study)
- Audit the Working with Older Adults course: A maximum of 20 CSA CE credits may be awarded.
- Participation in Professional Conferences: A maximum of 12 CSA CE credits may be awarded per conference
- Presentations: 1 CSA CE credit is awarded for every 45 – 60 minutes of eligible presentations given by a CSA. A maximum of 10 CSA CE credits may be awarded.
- CSA Journal: CSA CE credits may be awarded through completion of the Case in Point section of the CSA Journal and/or writing a published article in the CSA Journal. (5 CSA CE credits are awarded for reading a Case in Point article and successfully completing the associated online quiz and 10 CSA CE credits are awarded for writing an article that is published in the CSA Journal.)
- CSA Examination: 27 CSA CE credits are awarded for taking and passing the CSA examination.
(In taking and passing the CSA examination, CSAs may satisfy all continuing education requirements with the exception of the ethics requirement (3 CSA CE credits).
ACCEPTABLE SUBJECT AREAS
An activity that educates on an aspect of aging whether it be directly or indirectly relatable to the benefit of older adults. An example of direct education would be courses that educate on health, financial, or social topics in aging such as dementia, Alzheimer’s, senior housing, etc. Indirect forms of education include any training or activity that could be applicable to older adults along with other clients. A good example for indirect topics is ethics related courses.
- Anthropology and Sociology
- Family and Aging
- Health and Wellness Aspect
- Lifestyle Aspects
- Financial Aspects
- Eldercare Planning
- Legal Aspects
- End-of-Life Planning
- Ethical Issues
|National Association of State Boards of Accountancy (NASBA)||143597|
|Internal Revenue Service (IRS)||GEHNZ|
|California Tax Education Council (CTEC)||6273|
|Certified Financial Planner Board (CFP)||8061|
|Society for Human Resource Management (SHRM)||RP5359|
|Human Resource Certification Institute (HRCI)||714694|
|American Payroll Association (APA)||372961|
|Texas State Board of Public Accountancy (TSBPA)||010556|
|Illinois Department of Financial & Professional Regulation (IDFPR)||158002756|
|New York State Board of Public Accountancy (NYSPA)||002976|
|Association of Certified Fraud Examiners (ACFE)||Approved|
|National Association of Certified Valuators and Analysts (NACVA)||Approved|
|Institute of Management Accountants (IMA)||Approved|
|Institute of Internal Auditors (IIA)||Approved|
|Institute of Finance and Management (IOFM)||Approved|
|Society of Trust and Estate Practitioners (STEP)||Approved|
|Certified Senior Advisor (CSA)||Approved|
Upcoming CSA Webinars
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
Oct 20 03:00 PM EDT
Basic Estate Administration for CPAs & Financial Advisors
Oct 27 03:30 PM EDT
Top 3 Year End Tax Planning Opportunities Under the CARES Act (While They Last)
Nov 02 03:00 PM EDT
Asset Protection- Legal and Financial Planning Strategies
Oct 25 04:00 PM EDT
The Power and Essentials of Estate Planning
Oct 21 02:00 PM EDT
IRA Contributions 2020 and 2021
Oct 26 10:00 AM EDT
How to choose the right financial advisor
Oct 20 11:30 AM EDT
Fundamentals of Defined Benefit Plans
Oct 27 03:00 PM EDT
Fundamentals of Defined Benefit Plans
Oct 13 02:30 PM EDT
Oct 28 04:00 PM EDT