CLU
CLU Designation Holder Resource
Exclusively for CLU designation holders, updated CLU course materials will be provided in pdf format for the following:
- Advanced Concepts in Tax & Law for Personal Planning – CLU 255
- Tax & Legal Principles for Business and their Owners – CLU 256
- Advanced Estate Planning – CLU 257
How to Access CLU Course Materials:
- Log into the Advocis website at: advocis.ca
- Once logged in, you will see your personal Dashboard
- Select Resource – located in both the left hand side of the Dashboard and at the bottom right corner of your screen
- You can access the pdfs under the title CLU Course Materials
Please note: To access these CLU materials you must log into the Advocis website.