Chartered Life Underwriter (CLU®)

Program description

You are an established life insurance professional with a solid track record. You can deal in most fields of life and health insurance. You're ready to go the next step and provide even more efficient and professional service. Satisfy this need by making the commitment to the Chartered Life Underwriter program. 1. Financial Planning Fundamentals – Course 231 2. Contemporary Practices in Financial Planning – Course 231 3. Comprehensive Practices in Risk & Retirement Planning – Course 233 4. Wealth Management and Estate Planning – Course 234 5. Advanced Taxation – Course 235 6. Law – Course 236 7. Applied Estate Planning – Course 237 Students who successfully complete the seven course subjects, and meet the conditions prescribed by the Chartered Life Underwriters Institute (CLU Institute), will receive a diploma and be conferred the title and designation Chartered Life Underwriter (CLU).

Course website

Related job profiles


Online self-study or instructor-led at various post-secondary institutions


315 estimated study hours (plus an estimated 200 study hours for pre-requisite learning)

Credential awarded

Chartered Life Underwriter (CLU®) designation

Program contact

    Advocis Member Services 390 Queens Quay West, Ste. 209, Toronto, Ontario M5V 3A2 Tel: 416 444-5251 Toll Free:1-800-563-5822 Fax: 416 444-8031 E-mail: Website:

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