What is the CLU?

The Chartered Life Underwriter (CLU®) designation is Canada’s premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.

What it does

The CLU designation is an advanced designation that expands on the CFP® education program. It sets financial advisors apart by successfully meeting established standards for competent practice and presenting a greater level of knowledge and specialized skill in complex wealth and estate-transfer markets. CLU designation-holders are in the unique position of helping Canadians build and preserve wealth.

Maximize Business Potential

The CLU builds competencies, equips you with the knowledge and confidence to provide clients detailed wealth transfer and estate planning advice. The CLU is widely recognized in the financial services industry and respected by clients and their financial institutions. The CLU designation program cultivates trust and competency in the areas of estate planning and wealth transfer

Setting Yourself Apart – And Ahead – In The Marketplace

CLU designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

CLU Designation

The CLU designation program has been granted advanced standing by the Dalhousie University Faculty of Management, which provides CLU designation holders in good standing three credits toward an MBA (FS) degree with the University.