THE 30-CREDIT CLU® QUICK PICK

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Chartered Life Underwriters (CLUs) require a minimum of 30 continuing education (CE) credits each calendar year, two credits of which must be from a recognized Ethics program. A minimum of 15 CE credits must be accredited by The Institute. CLUs can complete this package confident they have met Institute requirements since all courses have been Institute-accredited.

 

CLU® Credits (Institute): 30 credits (including 2 Ethics)
Provincial Life Credits: 30 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 16 credits (AB, SK, MB, ON)
CFP® Certificants: 30 credits (Financial Planning)
ID Credits: 21 credits (Professional Development)
MFD CE credits: 21 credits (14 Professional Development, 7 Business Conduct – Non-Ethics)
These are the courses in this package:

Ethics for Institute Members

  • Arrive at the best ethical outcomes for clients through your actions and decisions;
  • Understand your ethical obligations, particularly for seniors;
  • Find an appreciation for how ethics benefits you and your clients.

Good Business: Lessons for Success

  • Link sales with suitability for best client outcomes;
  • Learn the importance of setting financial goals across all ages;
  • Achieve clarity in virtual and in-person meetings and your writing;
  • Measure your behaviour against common ethical standards
  • Implement best practices that pay off.

Insurance Needs of Newcomers to Canada

  • Introduce the strengths of insurance products needed by newcomers;
  • Help the newcomer-client recognize the benefits of insurance for risk management;
  • Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.

  • Build an estate plan properly — based on the value of assets in the estate and how they can be transitioned to beneficiaries;
  • Understand where, when, and how taxes are applied;
  • Identify the role and adequacy of insurance;
  • Help clients plan now for peace of mind later.

Sudden Wealth: Managing a Windfall from Inheritance, Home Equity, or Business Proceeds

  • Learn the ropes for managing the scope, challenges and benefits of sudden wealth;
  • Implement strategies for saving, investing, insuring and gifting;
  • Explore the details on legal and tax matters.

Adds to your perspective about retirement planning while delivering lots of can-do ideas

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$259.96

$259.96