Certified Senior Advisor Program (Foran and Ev Kent)

Having educated financial professionals for 17 years at Foran Financial Institute, we are firm believers in outside programs which offer individuals high quality education and certification. We are pleased to introduce you to an excellent program which would be of interest to many financial professionals. Two consultants to Foran Financial Institute, Rhonda Latreille and Everett Kent; are actively involved in this program. Both have provided superb services to Foran Financial Institute.

The Society of Certified Senior Advisors (CSA)® is the world’s largest membership organization educating and certifying professionals who serve Seniors.

Today, because of the rapid growth of Canada’s Senior population, there is a need for a specialized training and designation program that prepares financial professionals to understand the needs (Social, Health & Financial) of their Senior and Boomer clients.

The CSA course is a comprehensive program spanning 3 days of intensive training (22 modules presented by an esteemed faculty) and an exam on the 4th day. Over 15,000 CSA’s have enrolled in this program throughout the USA and Canada. This course provides the professional with the knowledge to understand the social, health and financial needs of Seniors and provides the communication skills to ensure a growing relationship with existing and referred clients.

“This is leading edge. This is a gift to society as a whole. It carries a responsibility to perform at your best each and every day. It gives the tools to ensure that this is truly possible.”

Joe Daley, B.A., CSA. Estate Financial Inc.

“After nearly 20 years working in the “seniors’ market” I was amazed by how much I learned from the CSA course. This may prove to be the most practical course I have taken, to help me provide the best level of service possible for my senior clients.”
Ken McNaughton CFP, CLU, CH.F.C., RHU, CSA, Zlotnik, Lamb, & Co.

The Canadian Academy of Seniors Advisors offers the following immediate classes:

Certified Senior Advisor (CSA) Classes in 2004:

May 26-29 Richmond, BC

June 16-19 Moncton, NB *

June 23-26 Toronto, ON
September 8-11 Regina, SK *
October 13-16 Ottawa, ON
October 27-30 Vancouver, B.C.
November 17-20 Toronto, ON

* Discounted courses


The Certified Senior Advisor (CSA)® course is approved for up to 30 CE credits and is recognized by over 130 major corporations in North America, and Associations such as Advocis and MDRT. The CSA member is supported by monthly publications and marketing tools to ensure their continued knowledge and success.

Please visit their website at www.CertifiedSeniorAdvisors.ca to register online and for further information. To discuss the course or the designation please Sandy at the CSA Canadian office at 877-272-9066. It is recommend that you register as soon as possible as the course requires some reading and pre-study.

For corporate or group enrolment – 5 or more registrants – Please contact: Ev Kent at Everett L. Kent & Associates – Tel: 905-898-4687; [email protected]

The Canadian Senior Advisor Program is independent of Foran Financial Institute. However we like to keep you informed of outside programs that are available that will help you meet your career development needs.

Ev Kent
Principal Consultant

Everett L. Kent & Associates
[email protected]

tel: (905) 898-4687