Chartered Life Underwriter (CLU®) FAQs

Chartered Life Underwriter (CLU®) Designation Program - Course 1

$ 1050 for Advocis Members + applicable taxes
  • Content on-demand – start program at your convenience
  • 4 year window for completion of all 12 modules from date of registration
  • Grades tool to keep track of your progression through the modules
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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 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.

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