CLU – Equivalency & Transition Chart

Equivalency and Transition Chart

The modular CLU program is now in place and the old CLU program is no longer being offered. Those who have completed certain courses in the old program may be eligible for one or more equivalencies for courses in the new program.

Please refer to the chart below for more details:

Old structure – If you have completed:	Exemptions	New structure
Course 326 only	M20-23 (Tax)	Law and Estate Planning (six modules)
Course 327 only	M24-27 (Law)	Complete Tax and Estate Planning (seven modules)
Course 328 only	no exemptions	Complete Tax, Law, and Estate Planning (ten modules)
Courses 326 & 327 only	M20-23 (Tax) M24-27 (Law)	Estate Planning (three modules)
Course 326 & 328 only	M20-23 (Tax)	Complete Law and Estate Planning (six modules)
Course 327 & 328 only	M24-27 (Law)	Complete Tax and Estate Planning (seven modules)
Course 326, 327 & 328 only	M20-23 (Tax) M24-27 (Law)	Estate Planning (three modules)