"SCSA" is an educational organization providing an in-depth certification program on senior issues to professionals who work with seniors. The purpose of the "CSA" education and designation is to make advisers stand out as professionals who are more highly qualified to help seniors than others in our industry.
Public demand, marketplace complexities, and a firm regulatory environment require strict adherence to market conduct and compliance regulations. Financial advisers must combine high ethical conduct with diligent compliance. Just as ethical conduct alone is not enough, compliance alone is not enough either; compliance regulations present only a bare minimum.
Note that a particular act or deed may be legal but not necessarily ethical. You can make compliance a competitive advantage by serving prospects and clients in a highly ethical fashion, with full compliance.(Source: Society of Certified Senior advisers, November 2004)
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.