Meet your Certified Senior Advisors®
at Stay In-Home Mortgage:
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Marty Taylor
Owner/CEO/CSA
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Greg Brown
Sr. Loan Officer/CSA
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Sheri Smith
Compliance Officer/ CSA
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Gayle Woodruff
Senior Loan Officer/CSA
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What is a Certified Senior Advisor
(CSA)®?
A Certified Senior Advisor is a professional
who has received specialized training in aging and the important issues that affect
seniors. CSA candidates must pass a challenging national exam to demonstrate their
comprehension of what is taught in the CSA curriculum. Typically, CSAs already have
expertise in a professional discipline; and while many are licensed in a specific
profession it is only after they pass the exam, meet all the requirements and agree
to live up to high ethical and professional standards that they may use the designation
Certified Senior Advisor.
What is the Society of Certified
Senior Advisors®?
Society of Certified Senior Advisors
(SCSA) is the world’s largest membership organization educating and certifying professionals
who serve seniors. SCSA was founded in I997 with the input of doctors, attorneys,
gerontologists, accountants, financial planners and other experts who believed there
was a need for standardized education for professionals who work with seniors. SCSA
requires its members to take continuing education emphasizing ethics and volunteer
service to seniors.
Certified Senior Advisor Education
Typically, CSAs have expertise in a professional discipline, such as insurance,
financial planning, real estate, law, health, homecare or the clergy. SCSA’s education
program complements and adds to a CSA’s specialty by teaching prospective CSAs about
the aging population, its challenges and opportunities, and how CSAs can be of service
to seniors.
The CSA course of study covers these subjects:
- Principles
of aging
- Social aspects
of aging
- Trends in aging
- Social Security
and taxes
- Financial and
estate planning
- Care giving
- Health, nutrition and fitness
- Alzheimer’s and dementia
- Chronic illness in seniors
- Medicaid planning
- Ethical marketing to seniors
- Business ethics with seniors
- Senior housing and assisted living
- Long-term care
- Grief and loss
- End-of-life planning
- Senior spirituality
- Resources and networking
- Funeral planning
SCSA provides its members with updates
on leading-edge developments in the field of aging to continually enhance and expand
the CSA’s skills in working with seniors.
CSA Code of Professional Responsibility
To become and remain a CSA in good
standing, a CSA must
sign the CSA Code of Professional Responsibility, pledging to adhere to the
following principles and standards:
- Competence.
CSAs are obliged to keep their
professional training, skills and knowledge current and comprehensive to competently
provide professional services to clients.
- Honesty. CSAs shall not
lie, cheat or steal and must accurately communicate to clients their
professional licenses credentials and other business qualifications and must be
clear in their communication.
- Trustworthiness. CSAs
must act in a trustworthy manner by promptly and courteously addressing client questions
and concerns and performing their services in the client’s best interests.
- Fairness. CSAs shall conduct
their professional activities fairly and impartially and must disclose all potential
or perceived conflicts of interest that may arise. CSAs must rigorously safeguard
client, potential client and business associate information.
- Professionalism. CSAs
must serve with the highest degree of professionalism, use due diligence and act
in good faith in all matters upholding both the standards of the CSA designation
and any other licenses or credentials they hold.
Why should You Work with a Certified
Senior Advisor?
When you work with a professional
who has added the CSA designation to his or her credentials, you know you’re working
with someone who has invested time and effort in learning about the things that
are important to you. CSAs become CSAs because they want to learn more about the
health, financial and social aspects of being 55 or older. They have made
specific efforts to earn your trust. And they have committed to ongoing CSA continuing
education standards that encourage volunteering for activities that help seniors
and that require regular training in dealing with the specialized ethical challenges
of working with seniors.
Insist on working with a Certified
Senior Advisor; work with someone who wants to work with you.
Certified Senior Advisors (CSAs) have supplemented their individual licenses, credentials
and education with knowledge about aging and working with seniors. Know what those
licenses, credentials, and education signify. The CSA designation alone does not
imply expertise in financial, health or social matters.
For details, go to http://www.csa.us