CLU Courses – Description

The Financial Advisors Association of Canada

CLU Courses – Description

Students who successfully complete the course subjects, and meet the conditions prescribed by The Institute for Advanced Financial Education (The Institute), will receive a certificate and be conferred the title and designation mark 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 Institute designation program.

Modular CLU Curriculum

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 *

Students require internet access and an email address. *

	Required	Recommended
Web Browser	Chrome 1.0+ Internet Explorer 6.0+ Firefox 2.0+ Safari 1.3+	Internet Explorer 7 Firefox 3 Safari 3.1
Operating system	Windows 98, 98SE, ME, 2000, 2003, XP, Vista , 7 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.

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