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

Competence Matters

Why Choose CLU?

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

What it does

It builds competencies that give you the knowledge and confidence to provide your clients with wealth transfer, and estate planning advice.

How it helps you

The CLU® is recognized in the financial services industry, and is respected by clients and their financial practitioners. It implies competence in the area of estate planning, and provides the education needed to differentiate one's practice. CLU® designated practitioners are in the unique position of helping their clients build and preserve wealth.

CLU Designation Program Outline

Design Scheme


Enrol in the CLU Program today!

Or call: 1-800-563-5822



Don't Forget
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or a friend about the CLU Designation.
CLU Course Registration formonline



CLU candidates can complete the seven course CLU program and earn the CLU designation without having to complete the FPSC’s CFP® FPE1 and FPE2 exams.
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