The CSA recertification process was developed to ensure the continuing commitment of CSAs to the credential and to ensure that CSAs’ continued competence is enhanced by the process. Recertification is a vital part of the CSA credentialing program and it is designed to ensure that CSAs increase and expand their knowledge of the financial, health, social, and legal issues facing seniors.
MY-CPE LLC is approved by NASBA and it offers Continuing Education courses for Certified Senior Advisors (CSA). We are focused on providing quality continuing education to Certified Senior Advisors (CSA) that incorporates the qualified subject areas. Our NASBA-approved CPE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CERTIFIED SENIOR ADVISOR (CSA) CPE REQUIREMENT OVERVIEW
|CPE Requirements||30 hours of CE is required every three years|
|License Renewal Period||Renew their license by every 3 years|
|Ethics Requirement||There are 3 hours of Ethics requirements for CSA professionals.|
|Carry Over Credits||CSA cannot carry forward credits to the next reporting cycle.|
CSAs can fulfill the 3 hours ethics requirement by completing The CSA’s Roles, Rules, and Responsibilities ethics module/exam.
Certified Senior Advisors (CSA) are required to renew their license every three years.
Here is a link to the SCSA website to access FAQs on CPE Requirement and Regulations for Certified Senior Advisors (CSA).
For detailed information on qualifying subject areas, CLICK HERE.
No, there are no minimum CPE requirements in a particular subject area.
The annual membership fee for the renewal of a license is $180.
CLICK HERE for more details.
Credits may not be carried over from one certification cycle to the next reporting cycle.
A failure to comply with recertification requirements will result in the expiration of certification and removal of the CSA credential. Certified individuals who do not meet the recertification requirements will be notified that their recertification has been denied within 30 days of receipt of the application. The reasons for the denial shall be indicated, and the certified individual shall receive instructions on how to reapply.
During the three-year recertification cycle, CSAs must:
The CSA Certification Department will review and confirm the accuracy and authenticity of all continuing education submitted for recertification by certified persons. The CSA Certification staff, at their discretion, may require additional evidence or documentation to ensure certified persons are meeting continuing education requirements whenever necessary.
myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars to be suitable for NASBA specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the SCSA website for CE requirements for Certified Senior Advisor (CSA).
|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|
|Courses Eligible for CPE of Certified Fraud Examiner (CFE)||Approved|
|Courses Eligible for CPE of Certified Valuation Analysts (CVA)||Approved|
|Institute of Finance and Management (IOFM)||Approved|
|Society of Trust and Estate Practitioners (STEP)||Approved|
|Certified Senior Advisor (CSA)||Approved|
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