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Chartered Life Underwriter (CLU)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The American College of Financial Services
Qualification and Training Requirements
Prerequisites

Candidates must have three years of full-time business experience within the five years preceding the awarding of the designation.
Designation Training Requirements

Four core courses and one elective course or prerequisite designation; combination of live and self-study offerings available
Designation Exam Type

Closed-book, proctored final course exams
Continuing Education Requirements
  • Client-facing designees: 30 hours every two years, including one hour of ethics CE
  • Non-client-facing designees: one hour of ethics CE every two years
Verification and Complaints
Online Designation Resource

Online at YourAdvisorGuide.com
Investor Complaint Process

Submit complaints via email to [email protected]
Published List of Disciplined Designees

None