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Financial Planning Fundamentals Program for CLU – Certification
Financial Planning Fundamentals
Program for CLU® Certification
Launch your Financial Planning Career
Member Pricing
$1,600*
Content on-demand | Streamlined content – Flexible learning – Online learning | Customizable study schedules
*Plus tax for Advocis Members. Non-Members pay $3,200 + tax.
Ready to take the first step toward earning the Chartered Life Underwriter (CLU) designation? Start with our three foundational courses designed to give you the knowledge and confidence to excel in financial planning.
Why Start Here?
These courses are the building blocks for the CLU education program. Whether you’re new to financial planning or looking to strengthen your expertise, this program will prepare you for advanced learning and real-world application.
Program Overview
The program consists of three essential courses:
Foundations of
Financial Planning
Course 1: Foundations of Financial Planning
- • Learn the six-step financial planning process used by professionals.
- • Master time value of money calculations and financial ratios.
- • Understand credit, debt management, and the basics of the Canadian tax system.
- • Gain the skills needed to help clients bridge the gap between their current situation and their financial goals
Investment Planning
and Economics
Course 2: Investment Planning and Economics
- • Explore the taxation of investments.
- • Understand economic principles that drive markets and influence outcomes.
- • Learn about human behavior and financial decision-making.
- • Dive into asset allocation, diversification, investment styles, and risk management.
- • Get insights into Canadian securities regulation and consumer protection.
Retirement Planning
and Government Benefits
Course 3: Retirement Planning and Government Benefits
- • Help clients define their retirement goals and calculate income needs.
- • Understand registered savings plans like RRSPs, TFSAs, and RESPs.
- • Learn about retirement payout plans and government pension programs.
- • Explore additional benefits such as Employment Insurance, Workers’ Compensation, and Canada Child Benefit.
Why Enroll?
Flexible Learning: Study at your own pace.
Accelerated Learning: With a customizable study schedule, each course can be completed in just three months.
Career Advancement: Build the foundation for the CLU education program.
Practical Knowledge: Apply what you learn immediately in client scenarios.
Learning Path
Courses must be completed in the prescribed order, starting with Course 1: Foundations of Financial Planning. Once each course is successfully completed, access to the next course will be granted.
Launch your Financial Planning Career
Member Pricing
$1,600*
Content on-demand | Streamlined content – Flexible learning – Online learning | Customizable study schedules