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:

  1. Log into the Advocis website at:
  2. Once logged in, you will see your personal Dashboard
  3. Select Resource – located in both the left hand side of the Dashboard and at the bottom right corner of your screen
  4. 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.