CLU. Join the deeper conversation.

START YOUR CLU® DESIGNATION THIS SUMMER WITH
25% OFF YOUR FIRST COURSE 

CLU COURSES AT A GLANCE

See below for a quick overview of the three courses CFP®/QAFP™ professionals
in good standing need to complete in order to obtain their CLU
Cost of Course for Advocis Members
Cost of Course for Non-Members
Maximum Time to Complete
Discount Included
 
Advanced Concepts in Tax & Law for Personal Planning Icon
CLU 255
$356 $475
$600 $800
4 Months
Tax & Legal Principles for Businesses and their Owners Icon
CLU 256
$475
$800
4 Months
Fall 2021
Advanced Estate Planning Icon
CLU 257
$550
$875
4 Months
X

If you are affiliated with a Corporate Partner or Sponsor of Advocis, you may qualify for additional discounts.
For more information, please
contact us.

For a full list of eligibility requirements, please click the button below.

 


REGISTER NOW   

Summer discount expires August 13

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As a CFP/QAFP, additionally 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 of the decade already in motion.

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. 
TAIVI TAYLER, CDFA, RRC, CFP, CLU - BARRIE, ON

“The CLU has broadened and deepened my understanding of the impact tax has on wealth and ensured that my voice is heard when guiding clients through determining how to efficiently transition wealth to heirs and charities.”

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DISCUSS YOUR OPTIONS

Want to talk about how the CLU designation can provide your career or practice with unique value? Click below to connect with one of our specialists to plan the next step in your educational journey. 

Book a Virtual Meeting with Abeer Sajjad
Book a Virtual Meeting with Sheila Godse
Not a member? Join Advocis to unlock exclusive course discounts, enjoy additional benefits, and become part of the oldest and largest professional association of financial advisors in Canada.
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