myCPE
myCPE

All Courses, One Price. Unlimited Access and Many Benefits.

Subscribe $199

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer

CONTINUING EDUCATION (CE) FOR CHARTERED LIFE UNDERWRITER(CLU) PROFESSIONALS

trustpilot rating
google rating
Continue Education For Qualification

Continuing Education (CE) for Chartered Life Underwriter(CLU) Professionals

Chartered Life Underwriter is a designation that shows expertise in life insurance, estate planning, and business planning. CLUs must complete a series of courses and exams to earn the designation. Many Certified Financial Planners add CLU to their credentials to demonstrate subject-matter expertise.

MY-CPE LLC offers Continuing Professional Education courses for Chartered Life Underwriter(CLU). We are focused on providing quality continuing education to Chartered Life Underwriter(CLU) that incorporates the qualified subject areas. Our CPE courses are authored/reviewed by industry specialists and subject matter experts.  All our courses are designed in a way to ensure that courses meet your continuing education requirements.

CHARTERED LIFE UNDERWRITER (CLU) PROFESSIONAL SCOPE REQUIREMENT OVERVIEW

CE Requirements
30 hours every 2 years.
License Renewal Period
Renewal of the license is required every two years, with the deadline falling on December 31st.
CE Reporting Cycle
January 1 to December 31 biennially.
Ethics Requirement
1-hour Ethics CE for a reporting period of 2 years.


CLICK HERE for further reference on CPE regulations for  Chartered Life Underwriter (CLU).

What are the CE Requirements for a Chartered Life Underwriter(CLU) Professional?

Chartered Life Underwriter (CLU) must complete 30 hours of approved continuing education over a two-year reporting period.

CLICK HERE to discover the perfect solution that consolidates all your educational needs in one go.

What is the Ethics Requirement for a Chartered Life Underwriter (CLU) Professional?

Individuals holding the CLU designation are required to is required to earn a minimum of 1 hour of Ethics for a reporting period of 2 years.

What is the license renewal period for a Chartered Life Underwriter (CLU) Professional?

The license renewal period for Chartered Life Underwriter(CLU) Professionals is December 31st biennially.

What is the CE reporting cycle for a Chartered Life Underwriter (CLU) Professional?

A CE reporting cycle for Chartered Life Underwriter(CLU) Professionals is from January 1 to December 31 biennially. 

CLICK HERE for further reference.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

Book a Call

Individual Subscription

  • Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
  • Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

Save $20 on Auto Renewal

Team Subscription

  • Unlimited Team Access to Continuing Education: Enable your team to grow together meeting compliances through our top quality courses.
  • Admin Dashboard: Easily track progress, manage team Learning, and assign continuing education courses. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

CLU Packages

Frequently Asked Questions

Here is a link to the CLU website to access FAQs on CE Requirements and Regulations for Chartered Life Underwriter(CLU) Professionals.

Courses related to the following topics are suitable for continuing education credit:

  • The Tools and Techniques of Life Insurance Planning
  • Legal Aspects of Life Insurance
  • Fundamentals of Estate Planning
  • Planning for Business Owners and Professionals
  • Fundamentals of Financial Planning
  • Fundamentals of Estate Planning
  • Planning for Business Owners and Professionals
  • Fundamentals of Financial Planning
  • Fundamentals of Insurance Planning
  • Income Taxation
  • Planning for Retirement Needs
  • Investments

You can refer to the state board's website for further details and clarification on this matter.

All of the following myCPE Learning Activities are recommended for CLU professionals.

  • Live Webinars
  • Virtual Events
  • Articles
  • Packages
  • E-Books
  • Certificate Courses

In addition to the above activities the following mentioned activities may also contribute towards continuing education:

  • Serving as a teacher, speaker, or moderator panelist.
  • Self-Study programs.
  • A nationally recognized professional society or other non-profit professional association, including its chapters.
  • A college or university.
  • The designee’s employer or any other organization that provides educational programs and meetings.

Note: Any person who serves as a teacher, speaker, or moderator panelist for any of these programs earns one (1) credit for every 50 minutes of participation in the activity. To claim this type of activity for Professional Recertification Program credit, the person must be able to provide the College with written confirmation of attendance from the sponsoring organization in the event of an audit. Written confirmation should include the Professional Recertification Program participant’s name, topics addressed, date and length of program, and signature of a sponsor representative.

Courses for state insurance licensing examination or examination (other than FINRA or CFP) for a state or federal license related to financial services; personal development courses, such as motivation, public speaking, or salesmanship, product presentations; and any programs less than 50 minutes in length. It specifies activities that do not qualify for CE credits, including personal development courses and very short programs.

CE credits earned through coursework at the College will be recorded automatically. CE credits taken outside of the College are self-reported. Designees can record and track all CE credits online through their College account. This is important in the event the designee is subject to the College’s audit process.

The annual recertification fee of either $190 (for client-facing* designees) or $105 (for non-client-facing designees).

Click here for more details.

No, the Short video (Nano learning) method is not approved for the CE requirements of Chartered Life Underwriter(CLU) Professionals.

No credit may be carried over from excess hours earned during a reporting period. For example, once 30 hours are completed and reported, any additional activities will not count toward credit for the following reporting period. 

Designees who earn their first designation during the first year of a recertification period will recertify during the next recertification period.

For example, for the recertification period beginning on Jan. 1, 2023, a student who was awarded a first designation on Aug. 1, 2023, is required to:

  • Pay the first recertification fee for the 2025/2026 recertification period
  • Complete 30 hours of CE for the 2025/2026 recertification period

Designees who earn their first designation during the second year of a recertification period will be exempt from the following two-year period.

For example, a student awarded a first designation on Aug 1, 2024, is required to:

  • Pay the first recertification fee for the 2027/2028 recertification period
  • Complete 30 hours of CE for the 2027/2028 recertification period  

Failure to complete the 30 hours of CE requirements by December 31st biennially will result in loss of the privilege to use the designation mark and advertising credentials, removal from The American College Professional Recertification Program, and potential notification to employers or compliance officers. Reinstatement is possible upon meeting outstanding requirements, including a reinstatement fee and fulfilling continuing education requirements.

Click here for more details.

A client-facing individual is defined as someone who holds a Resident or Non-Resident State Life and Health License, and/or their Investment Company and Variable Products (Series 6), General Securities Representative (Series 7), Municipal Securities Representative (Series 52), Mutual Funds (Series 63), Uniform Investment Adviser Law (Series 65), or Uniform Combined State Law (Series 66) registrations from FINRA, and/or is a JD, CPA or CFA. Additionally, client-facing individuals work with clients and/or manage or supervise individuals who work with clients regarding sales, recommendations, or advice on insurance or investment products.

Non-client-facing individuals include those who do not work directly with clients regarding sales, recommendations, or advice on insurance or investment products. Those who work at a non-profit organization are also considered non-client-facing.  

As myCPE is approved by The American College of Financial Services, many of our courses are compliant with CLU. For further guidance, we have provided details for “QUALIFIES FOR” on each page of the courses about Approval/Qualifications of CE Credits for your reference. 

myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for CLU designation holders. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well and guidelines laid down by their regulatory board before registering for the webinars.

CLICK HERE to view The American College of Financial Services website for CLU professionals.