Certified Senior Advisor (CSA®) Correspondence Course
 
Bring the classroom into your living room.
The Correspondence Course was designed for the busy professional who does not have the time to attend a three and a half day live class event. Canadian’s who have taken the correspondence course tell us that this is one of the best, and most useful and practical courses they have ever taken. Sign-Up today.
 
Correspondence

Some of the benefits specific to the Correspondence Course are:
 
  • Six months in which to complete the studies and write the exam.
  • Study at your own pace.
  • Customize your own study schedule.
  • Maximize your time by listening to the audio CD’s in your vehicle on the way to work and back, each morning and evening.
  • Access to assistance at any time, via email herb@canadacsa.com, or toll free @ 1-877-272-9066.
  • This course is discounted by $200! Regular tuition is $1195 + GST, and with the $200 discount, the reduced price is only $995 + GST.
  • Depending on your particular profession, this course may qualify for CE Credits as follow:
     
    • Qualifies for 30 Advocis credits: 10 Technical, 19 General, 1 Ethics
    • Qualifies for 30 Manitoba Insurance Council credits
    • Qualifies for 22.5 Alberta Insurance Council Credits
    • Qualifies for 30 IDA credits
    • Qualifies for 30 Level 2 PDU credits for Quebec
    • Qualifies for 30 Credits: Chambre de la securite financiere (Quebec)
    • CFP =30 CE credits
     
    CFP Disclaimer:
    "We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

 
Please review our inclusive Canadian Curriculum
 
Correspondence Course Structure
The student has six months in which to complete their studies and to write the Proctored, closed book exam. Most students complete the course within three to four months. Students taking longer than six months to complete the course may pay an extension fee of $150 plus GST to extend the period a further three months.

The Proctor. Once the student is ready to write the exam they identify someone who is willing to act as their Proctor during the exam. The Proctor is any person who is not an immediate family member or work subordinate and who will understand and respect the exam process. The student obtains the name, address and telephone number of their Proctor and forwards these details to herb@certifiedsenioradvisors.ca at least two weeks prior to the date they have arranged to write their exam.

The Exam package is forwarded, together with instructions direct to the Proctor. The exam is 130 – 150 multiple choice questions. The student has 3 hours in which to complete the exam and hand it to the Proctor to be sealed in the return addressed envelope which is forwarded to the Canadian Academy of Senior Advisors for marking by an independent marker. Students must score 75% or higher to pass the exam and obtain their CSA designation.

The Interview. Correspondence students are required to conduct a professional interview with a senior, who is either a current client, or a prospective client. The purpose of the interview is to explore in what way the senior believes their needs are different from younger clients, and how they would prefer professionals who service them would better understand and respond to their unique needs.  Summarize the information in a one page report and provide the report to the Proctor to submit with the exam. Sign-Up today.

Study Materials Provided
The Correspondence course includes a hard-cover international text book "Working With Seniors: Health, Financial and Social Issues" in excess of 600 pages of the most up-to-date information on 50-plus and senior issues, an extensive Canadian Study Guide dealing with the unique Canadian Senior’s and 'Grand Boomers' concerns, as well as a CSA Participant Workbook which guides the student through key material for each chapter that is vital for the exam.

22 Audio CD’s (Approximately 50 minutes of education on each of 23 of the 24 sessions). The audio CD’s have been recorded by the Canadian Academy of Senior Advisor's faculty and support each chapter of the International Study Text book and Canadian Study Guide.

Recommended Study Process

  • Listen to the audio CD’s to get a grasp of the content of each Chapter/Module.
  • Read the corresponding Canadian Study Guide Chapter.
  • Answer the review questions in the Participant Workbook as you complete each chapter/section and read the information in the International Textbook referred to in the Participant Workbook.
  • Review each Chapter before the exam date.

Correspondence Tuition Fee
The fee for the Correspondence course is $995 plus GST of $49.75 for a total of $1044.75.

Installment Option: The student may take advantage of the installment option of five equal payments of $219.45, inclusive of a one time administration fee of $50.

Ongoing Support
Once a student passes the exam they will receive one publication per month (there are four of them that rotate), they will be listed on this website in the “Find a CSA” webpage, and they will have exclusive access to the CSA Marketing Store.

Sign-Up Today, before the discount expires.


“Taking this course is one of the best business decisions I have ever made. I am confident and enthusiastic that becoming a CSA, will double my business in the next year alone.”
- Michael Phillips, CFP, BBA, CSA, Investors Group

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