Chools - Dalilna |Chartered Life Underwriter (CLU)

About Course

AChartered Life Underwriter (CLU) course is a type of education that prepares financial professionals to offer life insurance and estate planning services to their clients. The course covers topics such as insurance planning, taxation, investments, retirement planning, and fiduciary responsibility. The course also helps financial professionals prepare for the CLU exam, which is one of the requirements to obtain the CLU credential from the issuing organization. The CLU course is designed for financial professionals who want to enhance their skills and knowledge in life insurance and estate planning, and obtain the CLU credential from the issuing organization.

Eligibilities

TheChartered Life Underwriter (CLU) course is a certification program for professionals who want to specialize in life insurance planning. According to the American College of Financial Services, the organization that offers the CLU credential, the eligibility requirements are as follows: You must have a valid CPA license and be a current member of the AICPA. You must have at least three years of full-time or equivalent experience in personal financial planning or related fields. You must complete at least 75 hours of financial planning education in the PFS Body of Knowledge categories within the five years before applying for the credential. You must pass a PFP-related exam, such as the PFS exam, the PFP Certificate exams, or the PFS Experienced CPA Assessment.