The Chartered Life Underwriter (CLU) is an internationally recognized designation pursued by individuals for in-depth knowledge of Estate Planning and Financial Advice to Individuals and Corporations.

Candidates interested in obtaining the CLU certification must complete a course curriculum that includes subjects such as insurance planning, life insurance law, individual life insurance, fundamentals of estate planning and planning for business owners. Governed by the Institute of Advanced Financial Education, any Institute designation holders must adhere to a strict code of professional conduct. The principles outlined in the code include: priority of client’s interest, integrity, competence, diligence, disclosure, professionalism, confidentiality and respect for the law.