Save 25 Percent on Your First CLU 255 Course

Turn Expertise
Into Legacy
with the CLU®
CLU 255 limited time offer.
Save 25%
on Registration

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

Register Now

Advocis Members

Regular Rate : $600
Promotion: $450

Non-Members

Regular Rate : $1000
Promotion: $750

In Their Words: The Power of the CLU

“Pursuing the CLU designation was a natural and essential step in my professional journey to deliver more strategic, in-depth guidance—particularly in the nuanced areas of trust and tax planning. The practical insights I gained through the program continue to shape my approach, strengthen client relationships, and allow me to consistently deliver thoughtful, lasting value.”
Melissa McRae, B.Comm (Hons)
CFP, CLU, CHS
“Pursuing the CLU designation was essential for my current role and has significantly deepened my knowledge, especially in corporate tax, estate planning, and client needs analysis. It’s transformed how I support advisors and their clients, giving me greater confidence and insight. I still rely on the course material regularly and believe continued education is vital in this industry.”
Alicia Leblanc,
CLU, PFA
“The reason for my focus with obtaining my CLU was to be able to bring my ability to assist clients with estate planning to a higher level. Gaining an understand of the benefits of Family Trusts and understanding the benefits of Life Insurance owned by the business and using the “Capital Dividend Account” has added significant value with what I am able to bring to the table.”
Richard Van Dyke
CLU
“I pursued the CLU designation to deepen my expertise and enhance my professional skills in risk management, wealth creation and preservation, estate planning, and wealth transfer. This achievement has helped me develop effective solutions and build stronger, more trusting relationships within my professional network. I apply practical insights from the program to raise the bar and support the unique needs and goals of clients.”
Bhashage Arora
MBA, CFA, CLU
“Completing my CLU designation allowed me to broaden my knowledge and expertise in the financial planning process and gave me the confidence to trust I am providing the right advice for my clients. This designation has enhanced my career, helped our business grow, and most importantly has ensured our clients and their families are financially protected with effective solutions.”
Amrithal Bachra
CLU
“The CLU designation has helped me better understand my clients’ financial situations, strengthen relationships with business partners, and confidently lead daily discussions around concepts like IFA to support better financial outcomes.”
Peter Huang
CFP, CLU
Why Start Your
CLU Journey?
Register Now
Estate Planning

Estate Planning

Craft comprehensive estate plans that safeguard your clients’ wishes, and their wealth.

Generational Wealth

Wealth Creation & Preservation

Use advanced strategies to protect and transfer assets across generations.

Managing Risk

Risk Management

Manage personal and business risks with deep tax and legal expertise.

Wealth Transfer

Wealth Transfer

Guide complex transitions with clarity, compassion, and confidence.

Ready to Lead Clients Through
Life’s Defining Moments?

Register Now