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Holding both CERTIFIED FINANCIAL PLANNER™ certification and the CLU® (Chartered Life Underwriter®) designation gives you a competitive edge, while allowing you to provide a more comprehensive approach to the services you provide, and enhance your career opportunities.

How CFP® Certification Differs from the CLU®

Just over 6,700 professionals hold both the CFP® certification and the CLU® (Chartered Life Underwriter®) designation. These two credentials are widely recognized in the financial services industry, and while the CLU® indicates a deep understanding of life insurance and risk management practices, CFP® certification is the standard of excellence in personal financial planning. It signifies that you are trained and experienced in comprehensive financial planning that helps your clients chart a course for a secure future.

For those who already hold the CLU®, earning CFP® certification makes you more attractive to employers and clients alike. Not only can you focus on the life insurance and personal risk management planning that your clients may need, but by earning your CFP® certification, you'll become educated and experienced in all areas of the personal financial planning process. Holding both designations demonstrates that you're committed to serving your clients and that you offer added expertise and specialization in your profession.

Are you a CLU®?

If so, you can take advantage of the Accelerated Path to CFP® certification. You will be eligible to sit for the CFP® examination immediately after completing a Capstone course through a CFP Board Registered Program.

Start your journey to CFP® Certification

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum