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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

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