CONTINUING EDUCATION FOR CERTIFIED SENIOR ADVISOR (CSA)

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 are required to earn 30 CSA Continuing Education (CSA CE) credits every three years. Here are myCPE webinars on Certified Senior Advisor which will assist you to comply with their CE requirements.

Click here for future reference.

CSAs can fulfill the 3 hours ethics requirement by completing The CSA’s Roles, Rules, and Responsibilities ethics module/exam. 

  • CSAs may earn the required 3 ethics CSA CE credits using the following options:
  • Completion of the CSA Ethics Module - Three (3) CE units were 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

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).

  • To be eligible for credit all CPE 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.

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:

  1. Complete, sign, and submit the CSA Disclosure Questionnaire annually
  2. Pay the annual fee

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).

myCPE APPROVALS

Approved By
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
FP Canada CE17222
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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