30 CE Package for Chartered Life Underwriter

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.

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)
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)
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)
Estate & Gift Tax Review & Update (2024-25)	CLU (2)	Taxes	On Demand (video)
State Income Tax Residency & Retirement Income 2024-25	CLU (2)	Taxes	On Demand (video)
Estate Planning Opportunities Amid 2025 Tax Code Revisions	CLU (1)	Taxes	On Demand (video)
Insurance Choices Post-Retirement	CLU (1)	Insurance Planning	On Demand (video)

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

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