Save 25% on Your First Course: CLU 255
You’ve earned the trust of your clients. Now it’s time to take the next step and become the financial planner they turn to for life’s most important financial decisions.
The Chartered Life Underwriter® (CLU) designation transforms skilled planners into trusted experts in wealth transfer, legacy building, and advanced estate planning. Whether you’re navigating business succession, generational wealth, or complex cross-border tax issues, the CLU arms you with the strategies clients need and the confidence they demand.
- No prerequisite required for CFP®, F.Pl./Pl.Fin., CPA, CFA, CMA, CGA, and CA holders.
- Already completed the CLU prerequisite courses? You’re ready to start CLU 255 today.
- Advocis members and non-members eligible for 25% savings for a limited time.
The CLU is an approved designation for use of the title Financial Planner in Ontario
Advocis Members
Non- Members
Regular Rate : $600
Promotion: $450
Regular Rate: $1000
Promotion: $750
Why Start Your CLU Journey?
Insert: – Testimonial Carousel 3-6 banner images showing Testimonials from new grads, CFP, and other destinations –
Hi Mike,
This section is for you — I’m looking for four images that visually convey the following key messages. You can consider using the titles as text within the images, and please ensure the visuals align with the tone of each concept.
1. Estate Planning
Craft comprehensive estate plans that safeguard your clients’ wishes — and their wealth.
2. Wealth Creation & Preservation
Use advanced strategies to protect and transfer assets across generations.
3. Risk Management
Manage personal and business risks with deep tax and legal expertise.
4. Wealth Transfer
Guide complex transitions with clarity, compassion, and confidence.
