Chartered Life Underwriter (CLU®) Designation Program Courses Advanced Estate Planning (257) This course is the culmination of all of the courses in the CLU program. The program is designed to help financial advisors hone their skills in working with a client to develop a comprehensive estate plan that addresses all of the client’s objectives and obligations.
Who Should Enrol? Individuals looking to earn the highly regarded CLU® designation in Canada.
Format • Required Textbooks: 1) Estate Planning with Life Insurance, 8th Edition by Glenn R. Stephens, LL.B.; and 2) Wealth Planning Strategies for Canadians 2022 by Christine Van Cauwenberghe, B.Comm., LL.B., CFP, TEP
• Semester, online learning • 120-day window for completion • 108 study hours
Prerequisite
Successful completion of: 1) Successful completion of the Advocis Financial Planning Fundamentals Program for CLU® Certification modules: • Financial Planning Profession & Financial • Economics (917) Services Industry Regulation (911) • Investments (918) • Financial Analysis (912) • Taxation (919) • Credit and Debt (913) • Law (920) • Registered Retirement Plans (914) • Insurance (921) • Government Benefit Plans (915) • Human Behaviour (922) • Registered Education and Disability Plans (916) 2) Advanced Concepts in Tax & Law for Personal Planning (255) 3) Tax & Legal Principles for Businesses and their Owners (256)
Features
• Downloadable PDF of module content • Practice exam • Grades tool to keep track of your progression through the module • ReadSpeaker text-to-speech tool
CE Credits • Alberta Insurance Council: 30 Life • Chambre de la Sécurité Financière: 10 PDUs (General Subjects), 10 PDUs (Insurance of Persons) • Insurance Council of Manitoba: 30
• CECAP: 20 • Candidates seeking CE or PDU credits for professional designations or organizations (including The Institute™) should contact the governing body for confirmation of CE/PDU qualification
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