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Chartered Life Underwriter (CLU)


Summary:

Advisors with this credential specialize in life insurance and estate planning. Not all CLUs provide financial planning. Candidates must complete eight required courses, some of which overlap courses needed to become a Certified Financial Planner (CFP) and pass a final examination.

Issuing Organization:

Chartered Life Underwriter Institute (CLU Institute)

Website:

www.cluinstitute.ca



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