Competence Matters
Why Choose CLU?
The CLU is Canada’s premier wealth transfer and estate planning designation.
The CLU complements the CFP® competencies to give you the knowledge and confidence to provide your clients with wealth transfer and estate planning advice.
|
Enrol in the CLU Program today!
Or call: 1-800-563-5822
|
|
Why Choose CLU?
A CLU designation gives you the skills to provide professional advice in all areas of wealth transfer and estate planning for individuals, business owners and professionals.
For more than 80 years, the CLU designation has been widely recognized and respected throughout the industry as a mark of superior educational standards and professional excellence.
The CLU program consists of three specialized courses that provide additional learning in:
- Life insurance applications,
- Insurance law and taxation, and
- Applied estate planning.
The content of these courses builds upon the concepts found in the courses leading to the CFP® designation.
An advisor earns the CFP® designation to substantiate his/her expertise as a financial planner.
It makes sense for CFP® professionals to earn the CLU designation to highlight their wealth transfer and estate planning expertise.
 |
Don't Forget
Advocis would be pleased if you tell other advisors
or a friend about the CLU Designation.
|
|
