Certification
Acronym
CLU®
Issuing Organization
Certification Status
Currently offered and recognized by the issuing organization
Prerequisites/ Experience
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.
Educational Requirements
Candidates must complete three foundational courses.
See CLU® Designation Path for course descriptions
Exam Type
Final open-book, case-based narrative response exam
Continuing Education
30 hours of continuing education each year
Investor Complaint Process
Online at Disciplinary Process
Public Disciplinary Process
Online at Disciplinary Procedures
Check Professional's Status Online
Online at Institute Public Registry