Chartered Life Underwriter (CLU®) FAQs

Chartered Life Underwriter (CLU) Pre-requisite courses

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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. 1.   CLU Experience Requirement Application
  2. 2.   CLU Candidate Agreement Form


These forms will be emailed to you once you have successfully completed the final CLU education course (CLU 257).

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.

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