Life Underwriter Training Council Fellow (LUTCF)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organizations |
| Designation Notes | Jointly conferred by the College for Financial Planning – a Kaplan Company and the National Association of Insurance and Financial Advisors (NAIFA) |
| Issuing Organization | See designation notes above |
| Qualification and Training Requirements | |
| Prerequisites | Member in good standing with NAIFA |
| Designation Training Requirements | Three online, self-study LUTCF courses and corresponding exams to be completed within 180 days of receiving program access for each course; documentation may be submitted to receive credit for prior learning for eligible courses |
| Designation Exam Type | Online, closed-book final exam for each course |
| Continuing Education Requirements | Three hours of ethics-related continuing education every two years |
| Verification and Complaints | |
| Online Designation Resource | Online at Find a Financial Advisor |
| Investor Complaint Process | Complete complaint form, and send it via mail to the College for Financial Planning, Attn: Ethical Conduct Committee, 9000 E. Nichols Ave, Ste 200, Centennial, CO 80112, or fax to 602-626-2466. |
| Published List of Disciplined Designees | Online under Standards of Conduct - Disciplinary Actions |
