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Chartered Life Underwriter (CLU®) FAQs
Chartered Life Underwriter (CLU) Pre-requisite courses
$
199
+ applicable taxes for Advocis Members.
Non members pay $399 + applicable taxes.
Non members pay $399 + applicable taxes.
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Content on-demand – start program at your convenience
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120 day window for completion of each module from date of registration
Chartered Life Underwriter® (CLU®) FAQ
To earn the CLU designation, you must have successfully completed the Advocis Financial Planning Fundamentals Program and then complete the three CLU Designation Courses. Once you have completed the education components, you will be asked to complete the following two forms:
- 1. CLU Experience Requirement Application
- 2. CLU Candidate Agreement Form
These forms will be emailed to you once you have successfully completed the final CLU education course (CLU 257). At the time of application you must attest to having completed at least four years of experience within, or related to, the financial services industry.
Yes, you must have first successfully completed the Advocis Financial Planning Fundamentals Program or hold one of the Advocis approved external designations before enrolling in one of the three CLU courses.
You have four years to complete the three CLU® courses (255, 256, 257) from the time you first register in CLU 255.
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.
Unfortunately, switching or deferring enrollment to next semester is not an option. However, you can cancel your current enrollment and may be eligible for a partial refund if your cancellation is submitted within the specified cancellation period. Please refer to our cancellation policy for further details.
A minimum of 30 continuing education (CE) credits must be completed each calendar year, including two hours from a recognized Ethics program. Within these 30 hours, a minimum of 15 CE credits must be Institute-accredited and up to a maximum of 15 CE credits can be Institute-approved. For more information on CE, please visit our Continuing Education page.