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Home Chartered Life Underwriter Program – FAQ
To earn the CLU designation, you must have successfully completed the Advocis Financial Planning Fundamentals Program for CLU® Certification and then complete the three CLU Designation Courses. Once you have successfully completed all required courses you must complete a CLU Designation Holder’s Agreement form and submit to The Institute in order to hold yourself out as a CLU designation holder.
Yes, you must have first successfully completed the Advocis Financial Planning Fundamentals Program for CLU® Certification or hold one of the Advocis approved external designations before enrolling in one of the three CLU courses. List of approved external designations.
You have four years to complete the three CLU® courses (255, 256, 257) from the time you first register in the program.
Yes. Once you have successfully completed the CLU® designation program, you will receive notification from The Institute for Advanced Financial Education (“The Institute”). At that time you will be invited to apply for the designation. Upon receipt of your designation agreement and payment of designation dues, your CLU® certificate will be ordered. Delivery of the certificate may take four to six weeks.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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