CLU Courses – Description
The Financial Advisors Association of Canada

CLU Courses – Description
You are an established life insurance professional with a solid track record. You can deal in most fields of life and health insurance. You're ready to go the next step and provide even more efficient and professional service. Satisfy this need by making the commitment to the Chartered Life Underwriter program.

Students who successfully complete the course subjects, and meet the conditions prescribed by the Chartered Life Underwriters Institute (CLU Institute), will receive a diploma and be conferred the title and designation Chartered Life Underwriter (CLU).

Please note that the final exam in the Applied Estate Planning course 237 is a proctored paper exam for all candidates. The exam consists of questions requiring brief written responses, including questions that are based on one or more case studies.

Eligibility & Success

Students will qualify to obtain the CLU designation after successfully completing the Advocis seven-course program. The CLU designation no longer requires that students pass either the CFP® Challenge Exam or the Advocis Comprehensive Exam as a prerequisite to earning the CLU designation.

Modular CLU Curriculum

The first four CLU courses in the seven-course curriculum incorporate all the information required for the CFP designation. Students may challenge the CFP exam after these first four courses and may apply for the CLU designation after completing the last three courses.

Students may register directly into the modular CLU stream without taking prior courses in the CFP program.

Advocis Members Students must be a member in good standing in the Association throughout the course.
Non-Members We do not accept registrations in the CLU Program from non-members.
Course Format The CLU program is primarily a self-study course with success highly dependent on the student's personal discipline. To increase study effectiveness, students may join CLU study groups, which are organized by local chapters.
Advocis Members Students must be a member in good standing in the Association throughout the course.
Non-Members We do not accept registrations in the CLU Program from non-members.
Course Format The CLU program is primarily a self-study course with success highly dependent on the student's personal discipline. To increase study effectiveness, students may join CLU study groups, which are organized by local chapters.


Computer-Based Format

Students require internet access and an email address. *

Logon instructions
  • Students will be emailed logon instructions soon after registration.
  • This email will also contain their username, password and expiry date.
Deadlines
  • Students have four months to complete all module tests and their final exam.
  • Student's deadline dates will be e-mailed with their logon instructions.
Module tests
  • Students must complete module tests online via computer. There are no assignments to hand in.
  • Each test MUST be completed in order.
  • There is one attempt per test.
  • The module tests are worth 40% overall.
  • Students do not need to pass each module test in order to pass the course.
Exams
  • All exams can be written online via computer.
  • Students may access their exam online any time within their 4 month period, provided that all module tests have been completed.
  • The final exam is worth 60% overall.
Re-writes Students who fail the course, have the opportunity of re-writing their exam online for a fee a fee of $75.00 + GST/HST. Students who choose this option will be given an extension of one month to complete their exam.
Cancellations Students wishing to cancel courses are required to submit written notice and return all course materials intact, within 45 days of registration. A cancellation fee of $75.00 + GST/HST applies to all cancellations.
Minimum computer requirements *

 

Required

Recommended

Operating system

Windows 98, 98SE, ME, 2000, 2003, XP, Vista

Mac OS X (up to 10.4)

Windows 2003, XP Service Pack 2

Video

SVGA monitor

Minimum resolution of 800 x 600

Resolution of 1024 x 768 or greater

Internet speed

56K modem

56K or cable modem, DSL

Sun Java Runtime Environment (JRE)

JRE v1.4.2.x, 1.5.x, 1.6.x
(Required to run LiveRoom 4.3 and Equation Editor.)

JRE 1.6 update 13

Java script

Enabled

Enabled

Cookies

Enabled

Enabled
Trying Again Students who are not successful and have obtained a final subject mark of at least 40% may apply to write a supplemental examination at the next scheduled examination session. If the student fails the supplemental examination, re-enrolment will be at the full course fee.
CLU Course Awards The Trustees of the Institute annually award medals to recognize achievement in the CLU course of study.

John A. Tory Medal – The John A. Tory Medal is awarded annually to the top CLU graduate from across Canada who has attained the highest average examination mark for all subjects of the course.

Leslie W. Dunstall Memorial Medals – The Leslie W. Dunstall Memorial Medals are awarded to the top CLU graduate in each province who has achieved the highest average examination mark for subjects in the course.

Note: Recipients for both awards must have an overall average of at least 75% and have not failed an examination.
CLU Course Registration formonline

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