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myCPE

30 CE Package for Chartered Life Underwriter (CLU) Incl. 1 Hr in Ethics

All-in-one package to fast-track your compliance

Last Updated

November, 2024

Credit Summary
  • Business Ethics
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Life Insurance
  • Retirement Planning
  • Taxes
Total Credits
CLU
30 Hours 
On Demand
Included with Subscription
Individual Purchase

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Overview

Chartered Life Underwriters (CLU) have the following CE requirements:

  • 30 hours of CE every 2 years.
  • 1 hour of ethics.
  • 100% of CE can be completed through Self-Study courses.
  • Reporting Cycle - January 1 to December 31, biennially.
  • No carry-forward of credit allowed.

Why Choose myCPE's 30 CE Package for Chartered Life Underwriter (CLU):

  • Includes 1 hour of ethics.
  • Includes 100% of CE in self-study webinars.
  • All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the CE requirement page or the American College of Financial Services Board website for detailed requirements.

Note: Our 30 CE package for Chartered Life Underwriters (CLU) is 100% compliant with the American College of Financial Services regulations, and we offer a 100% satisfaction guarantee. If you feel the package needs to be more compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
AI and Personal Finance – Best Alternatives for Personal Investment Considerations CLU (1) Financial Planning On Demand (video)
Addressing Conflict of Interest in Financial and Retirement Planning CLU (1) Business Ethics On Demand (video)
Advanced RMD Techniques for High Net Worth Individuals CLU (1) Retirement Planning On Demand (video)
Child Tax Credit and Earned Income Credit CLU (2) Taxes On Demand (video)
Family Filing Status and Dependents CLU (2) Taxes On Demand (video)
Insurance Choices Post-Retirement CLU (1) Insurance Planning On Demand (video)
Integrating Long-Term Care in your Retirement Planning CLU (1) Retirement planning On Demand (video)
Investing in REITs: Strategies for Financial Success CLU (1) Financial Planning On Demand (video)
Investment Risk - How to determine risk for consumers CLU (1) Investment Planning On Demand (video)
Life Insurance - Is it Really an Asset? CLU (1) Life Insurance On Demand (video)
Life Insurance and Charitable Giving CLU (1) Life Insurance On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement CLU (1) Retirement Planning On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning CLU (1) Financial Planning On Demand (video)
Roth or Traditional Saving for Retirement CLU (1) Retirement Planning On Demand (video)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) CLU (1) Retirement Planning On Demand (video)
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence CLU (1) Retirement Planning On Demand (video)
Tax Classification of Individuals CLU (1.5) Taxes On Demand (video)
The Power and Essentials of Estate Planning CLU (1) Estate Planning On Demand (video)
The Role of Estate and Gift Tax in Financial Planning CLU (2) Estate Planning On Demand (video)
The Role of Taxes in Financial Planning CLU (2) Financial Planning On Demand (video)
Top 4 mistakes of Retirement Planning CLU (1.5) Retirement Planning On Demand (video)
Using Form 1040 as a Guide to Making Financial Planning Recommendations CLU (2) Financial Planning On Demand (video)
What the Advisor Should Know about the Living Benefits of a Life Insurance Policy CLU (1) Life Insurance On Demand (video)
Rebuilding Finances After Divorce CLU (1) Finance On Demand (video)

Details

Reporting Period :

January 1 to December 31, biennially.

CE Requirement :

30 hours of CE every 2 years.

Ethics Requirements :

1 hour of ethics.

Carry Over Credit :

No carry-forward of credit allowed.

NOTES :

Information given by us on CE Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirements of CE requirements, please visit the board website at CLICK HERE.

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Frequently Asked Questions

Yes, this Package meets the 30 CE requirement for a Chartered Life Underwriter (CLU).

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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