The CLU is an approved designation for the use of the Financial Planner title in Ontario

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

 

Earning the CLU designation will distinguish your skills as an advisor and planner in the most relevant and valuable areas of advice - particularly in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

 

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.

  • Expertise that can make the difference in overcoming millennial concerns about the value of financial advice, supporting your efforts to more effectively include the descendants of baby boomer clients in your overall process.

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The Institute is a FSRA-approved Credentialing body. The CLU designation is conferred by The Institute for Advanced Financial Education.

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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 2022 / Winter 2023
Advanced Estate Planning Icon
CLU 257
$550
$875
4 Months
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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 31

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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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To earn the CLU designation, you must successfully complete the Financial Planning Fundamentals Program (Core Curriculum) as well as three CLU Designation Courses, of which CLU 255 is the first.

If you currently hold one of the approved designations in good standing, you may be exempt from having to complete the Financial Planning Core curriculum. This will allow you to immediately enrol in CLU 255. Register for CLU 255 using one of the links below and our Member and Client Services team will reach out to get you started on your pathway to earning your CLU.

Approved Designations for CLU Enrolment: CFP, QAFP™, F.Pl. (Pl.Fin.), CPA, CFA, CMA, CGA, or CA.

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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