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The documents included here review Government Program Case Studies from the CSA textbook and class lectures.  The goal of the information provided is to assist students in preparing for their CSA exam.

View a welcome message from the founder of the Society of Certified Senior Advisors, Ed Pittock.

This section contains study aids for CSA students who are enrolled in a live class.  For each chapter in the CSA textbook you will find multiple choice review questions (print file and interactive quiz) and a list of Key Terms and Concepts. Be sure to study all questions to prepare for the exam.

Part 1: Aging

What does it mean to age? Part 1 introduces you to current trends in aging and what new research says about the experience of growing older. Learn about the physiological and psychological aspects of aging, four major ways seniors respond to aging, and how to recognize signs of ageism and age discrimination. Stories and perspectives from seniors express the diversity and richness of growing older.

Part 2: Aging within the Family and Community

Part 2 examines the context of family and community in which seniors age. Some seniors remain self-sufficient throughout life, while others need assistance with activities of daily living.  Most often family, friends and community programs provide this caregiving. The knowledge you gain here will prepare you to help seniors receive quality care in the best living situation for their needs and resources.

Part 3: Health and Mental Health

Aging brings physical and mental challenges, as well as opportunities to continue enjoying healthy living through proper nutrition, fitness, lifestyle choices and, for many seniors, a shift in spiritual values from doing to being.  Part 3 covers a range of topics, including chronic illnesses, senior-specific nutrition, normal cognitive aging versus dementia such as Alzheimer’s, and end-of-life issues.

Part 4: Financial Literacy
Part 4 deals with the fundamental knowledge seniors need to help them make informed decisions about their financial well-being, including long-term care insurance and funeral planning, as well as how to ensure their legacy through estate planning.  With this information, you are better prepared to either assist your senior clients in making financial decisions if you are qualified to do so, or to guide them to qualified financial professionals.

Part 5: Medicare, Medicaid, and Social Security

Three government programs form the core of financial security and health care for seniors—Medicare, Medicaid and Social Security.  It is essential to understand these programs, what they do and do not provide for seniors, and how seniors can supplement these programs.

Part 6: The Community of Certified Senior Advisors

Part 6 covers several key areas of knowledge you need professionally and for your business as a practicing Certified Senior Advisor (CSA)®, including ethics, the CSA Code of Professional Responsibility,  relationship marketing strategies and proven ideas for marketing to the senior population.