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Society of Certified Senior Advisors

The Society of Certified Senior Advisory is committed to the principles of high ethical standards, integrity based conduct, and professional competency. These are the keys to establishing trust and building long term relationships with senior clients.

CSA Code of Professional Responsibility

The CSA Code Embodies these six principles of ethical conduct:

№ 1Competence - A CSA designee shall competently provide services to clients, and each designee shall maintain and further the necessary knowledge and skills to continue to do so.
№ 2Professionalism - A CSA designee shall serve the public, clients and employers with the highest professionalism, integrity, impartiality, objectivity, and ethical behavior, work to enhance the reputation of the Society of Certified Senior Advisors and its members, and endeavor to extend public knowledge of the work of the Society of Certified Senior Advisors and its members as it relates to the public good.
№ 3Integrity - A CSA designee shall provide services with honesty and trust and place the interests of the client above his/her own interests.
№ 4Fairness - A CSA designee shall perform professional services in a manner that is fair and reasonable to clients, prospective clients, colleagues, and employers, and the designee shall disclose any conflicts of interest associated with providing such services.
№ 5Diligence - A CSA designee shall act with timeliness and consistency in the fulfillment of all professional duties.
№ 6Confidentiality - A CSA designee shall protect the privacy of clients, and others with whom he or she has a professional relationship or on whose behalf he or she has reason to possess confidential information - unless the client has specifically released the CSA from such duty or such information is required to be divulged in response to proper legal process.
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