Currently offered and recognized by the issuing organization
Candidates must complete four pre-requisite courses or hold the CFP, CPA, CA, CMA or CGA designations.
At the time of application for the CLU designation, the candidate must attest to having completed at least four years of experience within, or related to, the financial-services industry.
Final open-book, case-based narrative response exam
30 hours of continuing education each year
Online at Disciplinary Process
Online at Disciplinary Procedures
Online at Institute Public Registry