Chartered Life Underwriter® (CLU)
Program
The Financial Advisors Association of Canada



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Competence Matters

Why Choose CLU?

The CLU is Canada’s premier wealth transfer and estate planning designation.

The CLU complements the CFP® competencies to give you the knowledge and confidence to provide your clients with wealth transfer and estate planning advice.

The CLU designation is internationally recognized in the financial services industry and is respected by clients and their advisors.

CLUs are in the unique position to help their clients build wealth and preserve wealth.


Enrol in the CLU Program today!

Or call: 1-800-563-5822


Increase your earning power today!


Surveys indicate that CLU®/CFP® designates
earn an average of $70,000 more than
non-designated advisors.

Competence Matters

Don't Forget
Advocis would be pleased if you tell other advisors
or a friend about the CLU Designation.
CLU Course Registration formonline



IMPORTANT BULLETIN

Effective immediately, CLU candidates no longer must pass the CFP® challenge exam to obtain the CLU designation. Students who have successfully completed the CFP® program with Advocis or any other provider recognized by the CLU Institute, may enrol in the three CLU-specific courses without having to write or pass either the FPSC CFP® exam or the Advocis CFP® Comprehensive Exam.
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