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Chartered Life Underwriter (CLU®) Designation Program
The Chartered Life Underwriter (CLU®) designation has been widely recognized for nearly a century as a superior mark of excellence in the financial services industry. Advocis is honored to be the education provider for this prestigious designation. CLU® designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
The CLU® designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute”). The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.
Who Should Enrol?
• Individuals looking to earn the highly regarded CLU® designation in Canada • Financial services professionals or specialists looking to help consumers build and preserve wealth through effective wealth creation, estate planning, and wealth transfer solutions
Requirements for CLU Designation
Completion of: 1) The Advocis Financial Planning Fundamentals Program for CLU® Certification modules: • Financial Planning Profession & Financial Services Industry Regulation (911) • Financial Analysis (912) • Credit and Debt (913) • Registered Retirement Plans (914) • Government Benefit Plans (915) • Registered Education and Disability Plans (916) • Economics (917) • Investments (918) • Taxation (919) • Law (920) • Insurance (921) • Human Behaviour (922)
2) CLU Designation Courses • Advanced Concepts in Tax & Law for Personal Planning (255) • Tax & Legal Principles for Businesses and their Owners (256) • Advanced Estate Planning (257)
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