Chartered Life Underwriter Program – Policies

Chartered Life Underwriter Program – Policies


You have 30 days from the date of registration to withdraw from your course and receive a partial refund (no refunds after this date). Please note: Registrations are non-transferable and applicants must ensure that the information provided in their registration is accurate, as changes can not be made once the application has been processed. Fee: Refund minus $75 + taxes

Extension (255 and 256 only)*

If you are unable to successfully complete your course within its term, you may purchase an extension.

  • You are required to request an extension before your term expires.
  • Your term will be extended by 90 days.
  • You may continue from where you left off (all completed assessments will be retained)

Fee: $75 + taxes

* No extensions for Advanced Estate Planning – 257

Advocis Appeals Policy

The goal of the Advocis appeals policy is to ensure that candidates are able to request a re-mark of their assignment or exam if they failed. The cost to re-mark an assessment is $150 plus GST/HST.

The re-mark of a test or assignment involves an independent second marker reviewing the assessment in question. The second marker is not provided with details of the student’s original mark. The same rubric used by the original marker must be used for re-marking. The re-marking of an assignment or an exam could result in a higher or a lower mark from the original grade. The second grade will be the final grade.

If you believe an error has been made in the calculation of marks or in the marking of your:

  • CLU Advanced Estate Planning (257) term assignment, or
  • CLU Advanced Estate Planning (257) final exam; or

Please complete the Request for Re-Mark form:  Request for Re-Mark

Please submit your Request for Re-Mark no later than 4 weeks after you receive the final grade on the assignment or the exam.

Allow 30 days for your request to be processed.

Please note that the re-marking of multiple choice exams is not available for the following reasons:

  • there is no discretion in the way a multiple choice test is graded (scored), and
  • if there is an error, for instance, an invalid question, every student will have been subjected to the error

We regularly perform audits of the multiple choice questions in each of the Advocis programs. We do this to ensure that the questions included in our assessments test at an appropriate level and that the questions we ask are fair but challenging.


The first exam attempt is complimentary and is included with your course enrolment. For additional attempts, please refer to chart below.

CourseNumber of Additional AttemptsFee For Each Additional AttemptSpecial Terms
CLU 255 and 256Two (2) additional attempts$75 + taxes


CLU 257 – Exam only

(Grades received for Assignments 1 & 2, along with the Ethics quizzes will be transferred) 

One (1) additional attempt$200 + taxesAdditional attempt to be completed the following semester

CLU 257 – Assignments and exam

(Grades received for the Ethics quizzes will be transferred)   

One (1) additional attempt$250 + taxesAdditional attempt to be completed the following semester

Re-enrolment (255 and 256 only)*

If you are unsuccessful in passing your course within its term, you may re-enrol for a reduced fee. The following rules apply:

  • Request must be made within one year from date of purchase
  • 120 days to complete from the date of expiry
  • All completed assessments are reset and must be completed again

Fee: $150 + taxes

* No re-enrolments for Advanced Estate Planning – 257

PLEASE NOTE: To request any of the above (cancellation, extension, additional exam attempts, etc.), please contact Member Services via, 1-877-773-6765 or 416-444-5251.