- TheChartered Life Underwriter (CLU) course is a certification program for professionals who want to specialize in life insurance planning. According to the American College of Financial Services, the organization that offers the CLU credential, the eligibility requirements are as follows:
- You must have a valid CPA license and be a current member of the AICPA.
- ou must have at least three years of full-time or equivalent experience in personal financial planning or related fields. You must complete at least 75 hours of financial planning education in the PFS Body of Knowledge categories within the five years before applying for the credential.
- You must pass a PFP-related exam, such as the PFS exam, the PFP Certificate exams, or the PFS Experienced CPA Assessment.
Note: Eligibility requirements may vary based on the specific course or program you choose. Please refer to the detailed course brochure for more information.
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