See below for a quick overview of the designation specific courses financial professionals need to complete in order to obtain their CLU. The CLU has been approved for the use of the title "Financial Planner" in Ontario.
Please note: CLU 255 - Advanced Concepts in Tax & Law for Personal Planning is a prerequisite to CLU 256.
Spring discount expires June 11
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Earning the CLU designation will distinguish your skills as an advisor or planner in the most relevant and valuable areas related to the intergenerational wealth transfer already in motion. It offers a wide range of specialized skills that can assist you in creating the greatest possible outcomes for your clients with complex and considerable needs.
The benefits of earning your CLU include:
Advanced tax and insurance skills that can help you better connect with and further develop your business owner clientele – a key group that comprises the “A” (top 5%) client cohort for many advisors.
Explore in-depth taxation and estate planning that will be more crucial than ever in serving and developing HNW (High Net Worth) clients.
Don't miss out on the next generation of wealth creators.Millennial appetite for financial advice surpasses older investors, and the CLU will help you meet their needs - particularly in the areas of communication, ethical investing, and a deep understanding of client values and needs that millennials value highly.
CHRISTINA WYATT, CSS, CLU - DARTMOUTH, NS
“The CLU has been instrumental in providing me with holistic, lifelong strategies for my clients that will make a difference in their overall plan and legacy”
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