Business Career College

CLU® Designation Program

The Chartered Life Underwriter® designation indicates a competence in wealth transfer and estate planning. Courses are offered at Business Career College under agreement with Advocis®.

The CLU® designation provides the education needed to differentiate one's practice in complex wealth and estate-transfer markets placing designation-holders in the unique position of helping Canadians build and preserve wealth. The CLU designation is recognized as elite in the financial services industry and is respected by clients and financial practitioners alike.

The CLU® Designation Program consists of two required components.

1. Prerequisite Courses

The Prerequisite Courses are the same as the Core Curriculum (CFP® Certification Education Program).

The Prerequisite is waived for candidates who have completed their CFP® designation or an approved accounting designation.

2. CLU® Education Program

Successful completion of the Prerequisite or an appropriate designation is required to start the education program.

The courses focus on taxation, law and estate planning. Taught by live webinar, the courses feature online quizzes and exams. Course 257 requires the completion of two assignments and an Advocis proctored exam. Course 257 exam is cumulative, testing information from Course 231 through 257.

Business Career College provides support every step of the way. Our students enjoy a very high success rate which often sees 100% of our students completing their designation.

If you are looking to start working towards your CLU® designation, your first step should be to pick up the phone and call 877-934-5577. We will help you create an education plan that will work with your needs and we want to make sure that you understand the requirements of the program.

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP Logo® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. FPSC Level 1™ and the FPSC Level 1™ logo are certification trademarks of Financial Planning Standards Council. Used under license. Business Career College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP Logo® marks. CFP certification is granted only by FPSC to those persons who, in addition to completing educational requirements such as offered by Business Career College, have met the ethics, experience and examination requirements. Chartered Life Underwriter®, CLU®, the CLU Logo®, The Institute™ and The Institute for Advanced Financial Education™ are trademarks of The Institute for Advanced Financial Education™. The Institute™ is a wholly owned subsidiary of Advocis®. Advocis® is a trademark of The Financial Advisors Association of Canada.