Institute
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Institute
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The Institute



Education

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CFP® designation holders are exempt from the four pre-requisite courses, and are only required to successfully complete Advanced Concepts in Tax & Law for Personal Planning (course 255), Tax & Legal Principles for Business and their Owners (course 256), and Advanced Estate Planning (course 257) in order to obtain their CLU designation.

We offer a unique CLU advanced education program for accountants. Accountants with a CLU designation are able to serve a wider range of clients and respond better to changing client demands.

Pre-requisite Learning
  1. Financial Planning Fundamentals – Course 231
  2. Contemporary Practices in Financial Planning – Course 232
  3. Comprehensive Practices in Risk & Retirement Planning – Course 233
  4. Wealth Management and Estate Planning – Course 234
CLU Designation Program Core Courses
  1. Advanced Concepts in Tax & Law for Personal Planning – Course 255
  2. Tax & Legal Principles for Business and their Owners – Course 256
  3. Advanced Estate Planning – Course 257

Pre-requisite Learning:

Financial Planning Fundamentals – Course 231 An introduction to the underlying fundamentals necessary for the financial planning discipline. This course will give students an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. Basic concepts of contracting and family law are followed by an analysis of government sponsored benefit programs.

Contemporary Practices in Financial Planning – Course 232
This course introduces students to basic income tax laws and then moves into a more advanced understanding of areas of financial planning. The professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are examined. Different forms of business structure are explored in depth along with the nature of trusts.

Comprehensive Practices in Risk & Retirement Planning – Course 233
Designed to provide students with a comprehensive understanding of the principles and applications related to the concepts of managing risk and retirement planning. This course covers products, issues and practices in insurance and retirement. Focus is placed on the risk management and the retirement planning processes from the wealth accumulation phase onwards, up to and into retirement.

Wealth Management and Estate Planning – Course 234
Students will review the basics of economics and investing along with the basics of investment products. Investment planning and key areas of personal financial management are further explored. This course concludes with estate planning fundamentals, concepts and applications.

Advanced Concepts in Tax & Law for Personal Planning – Course 255
This course focuses on wealth transfer and estate planning strategies for individuals and families. Descriptions of law and tax structures lead to discussions on applicable financial planning approaches for individuals and families.

Tax & Legal Principles for Business and their Owners – Course 256
This course focuses on wealth transfer and estate planning strategies for businesses and business owners.

Advanced Estate Planning – Course 257
This is the culmination of all of the preceding courses in the CLU program. As such, the information presented draws upon the technical knowledge gained in the other courses and on the planning process. The program is designed to assist financial advisors in identifying problems, gathering comprehensive data, planning, and developing integrated solutions – the essential components in their clients' financial and estate planning.