Searching for CLU training? Then you've come to the right place!
ABTrainingCenter.com offers CLU training and certification courses for those individuals interested in earning the prestigious Chartered Life Underwriter designation.
The Chartered Life Underwriter® (CLU) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. Since the first examinations were held in 1928, more than 93,000 men and women have met the educational, experience, and ethics mandates needed to earn the CLU designation.
The CLU program provides insights into the life insurance business, its importance to the economy, its operation and distribution systems, and its resurging importance for safe and secure investments.
For agents, field managers, home office personnel, and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.
Curriculum
Candidates must pass an examination for the following five required courses and three elective courses to earn the designation:
Required Courses
311: Fundamentals of Insurance Planning
323: Individual Life Insurance
324: Life Insurance Law
330: Fundamentals of Estate Planning
331: Planning for Business Owners and Professionals
Elective Courses (choose 3)
300: Financial Planning: Process and Environment
313: Individual Health Insurance
321: Income Taxation
325: Group Benefits
326: Planning for Retirement Needs
328: Investments
334: Estate Planning Applications
As a general rule, candidates should plan to spend 50-70 hours studying for each course. The program can be completed as quickly as a candidate desires, but most students complete their designation requirements within 15-24 months.
Tuition
The tuition for each course above is $550, plus $15 for shipping and handling of course materials. The exam fee is included in this tuition. For new students to the College, there also is a one-time, non-refundable New Student Fee of $125.00.
Examination Requirements
Each exam is a two-hour, 100 question, computer-administered exam. National exams are given throughout the year at local testing centers, with your results provided immediately upon the completion of your exam. Contact PearsonVue Education at 866-392-6822 for more information or to schedule your exam.
Additional Requirements
Candidates must meet experience requirements and ethical standards, including three years of business experience immediately preceding the date of use of the designation are required; an undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience and, when using formal education as qualifying experience, the remaining two years must immediately precede the date of the award.
Continuing Education Requirements
Each designee who falls in one of the following categories must complete 30 hours of continuing education every two years. If you do not fall into one of these categories, you are exempt from CE requirements:
Financial consultant, attorney, accountant, employee benefits specialist, and any other individual who provides insurance, employee benefits, financial planning, or estate planning advice and counsel to the public
Recommended Courses & Available Training Options
While students must register directly with the American College for this course, ABTrainingCenter.com offers multiple courses and study guides for help with earning the CLU designation.
Simply select any of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "CLU - Chartered Life Underwriter".
Note: The courses required to earn this designation are offered exclusively by The American College, and the designation is awarded exclusively by The American College. The American College is not affiliated with our business or that of other providers and courses listed on this website, and has not accredited, approved, or endorsed any of the other study guides or training materials sold to help you take the required course(s) and pass the required exam for earning this designation.
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