The CLU is Canada’s premier wealth transfer and estate planning designation.
It builds competencies that give you the knowledge and confidence to provide your clients with wealth transfer, and estate planning advice.
The CLU® is recognized in the financial services industry, and is respected by clients and their financial practitioners. It implies competence in the area of estate planning, and provides the education needed to differentiate one's practice. CLU® designated practitioners are in the unique position of helping their clients build and preserve wealth.