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Chartered Life Underwriter (CLU)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The American College of Financial Services
Qualification and Training Requirements

Candidates must have three years of full-time business experience within the five years preceding the awarding of the designation.

Designation Training Requirements

Four core courses and one elective course or prerequisite designation; combination of live and self-study offerings available

Designation Exam Type

Closed-book, proctored final course exams

Continuing Education Requirements

30 hours every two years, including one hour of ethics CE

Verification and Complaints
Online Designation Resource

Online at

Investor Complaint Process

Submit complaints via email to [email protected]

Published List of Disciplined Designees