Certified Senior Advisor - Canadian Academy of Senior Advisors Inc

Certified Senior Advisor (CSA®) Live Class Event

Change your personal and professional life.
Attend the CSA live class event and find out why students say that the knowledge gained has changed their personal and professional lives, and that this is one of the best, and most useful and practical courses they have ever attended. See the Live Class Schedule at the bottom of this page and Sign Up today.

Live Class Event

Some of the benefits of attending a Live Class CSA event:

24 live class presentations from a faculty of International Educators, highly skilled and respected in their professions and passionate about their topics.
Lively interaction with instructors and classmates in an intense, thought-provoking and stimulating learning environment.
A course designed specifically for the busy professional using accelerated learning techniques.
Immediate answers to questions. Learn cutting-edge and practical applications to take to your existing clients and new prospects.
Course completed in one intensive 3-day period with evening study, culminating in a 3-hour monitored examination on the fourth morning.
A relevant and focused Participant Workbook with study questions is provided with your study material, prior to the course, for you to prepare for this powerful educational session.
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

Study Materials Provided
The course material 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 Boomer concerns, as well as a CSA Participant Workbook which guides the student through key material for each chapter that is vital for the exam.

Even though accelerated learning techniques are used during the three days of tuition, it is strongly recommended that interested parties register at least eight to twelve weeks prior to the live class course in order to receive their study material in good time to conduct approximately 20 hours of pre-study to prepare for this course and the exam. The pre-study allows the student to better enjoy the live class experience to its fullest extent.

Live Class Course Structure
The live class course consists of three days of instruction, usually held from a Wednesday to a Friday with instruction starting at 08:00 a.m., and ending at 05:00 p.m., with the students returning on the fourth day to write the exam, from 09:00 a.m. to 12:00 noon. A continental breakfast is served each morning and refreshments are served periodically during the day. Lunch and dinner is on your own.

Students are encouraged to form study groups, after each day’s instruction, in order to work through the subjects in their Participant Workbooks that were handled that day.

The Exam
Based on the CSA international text book and Canadian Study Guide, the monitored exam consists of 130-150 multiple-choice questions. The exam is held between 09:00 a.m. and 12:00 noon on the last day of the course (usually a Saturday). The exams are marked by an independent marker and students will receive a pass or fail notification by the following week, unless otherwise notified. The actual marks that a student has achieved are not provided. Students must score 75% or higher to pass the exam and obtain their CSA designation.

The Tuition Fee
The fee for the live class CSA course is $1,595 plus GST of $79.75 for a total of $1,674.75.

Students may take advantage of an installment option of five equal payments of $345.45, inclusive of a one time administration fee of $50. The installment option is also available for discounted classes.

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.

Please see the Sign-Up form for further details. If you wish someone to take your registration over the phone, call toll free 1-877-272-9066 and speak with Herb Latreille.

“I have three university degrees, but I learned more and benefited more from this program than any of them. This was a valuable learning experience.”
- Pat Hutchinson, B.A., B.Ed., M.Ed., CSA, Neville Financial Services Ltd.