1. CLU candidates must have first successfully completed the Financial Planning Fundamentals Program (CLU Pre-requisite course). Candidates must then complete the three CLU Designation Courses (255, 256, 257).
2. Once you have successfully completed all required courses, you must complete a CLU Designation Candidate Agreement form and a CLU Experience Requirement form. Both completed forms must be submitted to The Institute for review. These forms will be emailed to you once you have successfully completed all required CLU courses.
3. Once you have completed the educational course requirements, met the work experience requirement, completed all necessary forms, and paid your CLU designation dues, you will be able to hold yourself out as a CLU designation holder.