NASBA APPROVED CE PROVIDER
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 Advisor (CSA). We are focused on providing quality continuing education to Certified Senior Advisor (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 is 3 hours of Ethics requirement for CSA professionals.|
|Carry Over Credits||CSA cannot carry forward credits to the next reporting cycle.|
What are CPE Requirements for Certified Senior Advisor (CSA)?
What is the Ethics Requirement for Certified Senior Advisor (CSA)?
CSAs can fulfill the 3 hours ethics requirement by completing The CSA’s Roles, Rules and Responsibilities ethics module/exam. Other ethics courses can also be submitted, as long as they are approved by SCSA.
- CSAs may earn the required 3 ethics CSA CE credits using the following options:
- Completion of the CSA Ethics Module - Three (3) CE units awarded.
- 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
What is a license renewal period?
Certified Senior Advisor (CSA) are required to renew their license every three years.
Frequently Asked Questions on Certified Senior Advisor (CSA) CE regulations?
What are qualifying subject areas?
- To be eligible for credit all CE course topics must be directly related to seniors and/or ethical issues.
- Acceptable topic areas include ethics, financial, health or social issues related to aging; spirituality and aging, general aging issues; death and dying, etc.
- Sales and marketing topics are not acceptable.
For detailed information on qualifying subject areas, CLICK HERE.
Do we have any minimum CE requirements in a particular subject area?
No, there are no minimum CE requirements in a particular subject area.
How much does it cost to renew the Certified Senior Advisor (CSA) license?
Can a Certified Senior Advisor (CSA) carry over excess credit earned in a particular renewal cycle?
Credits may not be carried over from one certification cycle to the next reporting cycle.
What if Certified Senior Advisor (CSA) credential holders did not comply with CE requirements?
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.
What are the reporting requirements for CSA?
During the three-year recertification cycle, CSAs must:
- Complete, sign, and submit the CSA Disclosure Questionnaire annually
- Pay the annual fee
How is verification of Continuing Education Compliance done?
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 requirement 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|
|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
Generation-Skipping Transfer Tax Basics and Reporting
Feb 02 12:00 PM EST
Help Your Clients Utilize Their Real Estate to Combat the Impact of Inflation
Jan 27 03:00 PM EST
IRA Contributions: Traditional IRA and Roth IRA
Feb 15 11:00 AM EST
Comprehensive Guide to Health Savings Accounts (HSAs)
Jan 26 02:30 PM EST
Real Estate Tax Planning
Jan 27 03:00 PM EST
Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients
Jan 18 10:00 AM EST
New Major Changes to New York’s Medicaid Home Care Program
Jan 31 01:00 PM EST
The Power and Essentials of Estate Planning
Jan 27 01:30 PM EST
Estate Planning for Qualified Retirement Plans and IRA’s
Jan 24 02:30 PM EST
The Human Side of Estate Planning/Psychology of Estate Planning
Jan 21 04:30 PM EST