CLU
CLU
CLU


A CLU designation helps build unbreakable trust
with your clients.

In today's wealth planning world, being like everyone else won't cut it anymore. You need a superior line of attack – one that helps you deliver deeper knowledge to diagnose and overcome complex challenges. The CLU is an affordable, hands-on designation that broadens your perspective and gives you the knowledge and tools to be a more proficient and holistic advisor.



CLU

 

Benefits

CLU

Specialize in developing effective solutions for your clients in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.00

Eligibility

CLU

The CLU designation is designed for experienced financial advisors. To be eligible for enrollment you must meet pre-requisite educational and experience based requirements.00

Courses

CLU

The CLU designation path is comprised of three separate courses that are designed specifically to test your knowledge and understanding of key financial topics.



Testimonials

CLU Designation Holder Tesimonials

 

 


The Institute for Advanced Financial Education (The Institute), provides a platform of standards and advanced knowledge through designation programs and accreditation services. With over 5,000 CLU, CHS and CH.F.C designates in good standing across Canada, The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits.
To learn more about The Institute please visit www.iafe.ca

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Disclaimer

Advocis, CLU, "Chartered Life Underwriter" and "Join the deeper conversation" and their associated design-marks are registered trademarks of The Financial Advisors Association of Canada. The CLU is conferred by The Institute for Advanced Financial Education.