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Chartered Life Underwriter (CLU) Syllabus
Insurance and estate-planning designation from The American College of Financial Services for life insurance professionals.. The complete Chartered Life Underwriter (CLU) outline — 7 subjects, 31 chapters and 117 topics — laid out so you can see exactly what has to be covered and tick each item off as you go.
Chartered Life Underwriter (CLU) subjects
Each subject below has its own page with the full chapter → topic → sub-topic tree and a set of real exam-style flashcards.
5 chapters · 19 topics · 38 sub-topics
Individual Life Insurance5 chapters · 21 topics · 36 sub-topics
Health, Disability, and Long-Term Care Insurance4 chapters · 15 topics · 24 sub-topics
Income Taxation of Individuals and Businesses4 chapters · 16 topics · 22 sub-topics
Estate Planning Fundamentals5 chapters · 19 topics · 35 sub-topics
Planning for Business Owners and Professionals4 chapters · 13 topics · 17 sub-topics
Retirement Planning and Employee Benefits4 chapters · 14 topics · 23 sub-topics
Chartered Life Underwriter (CLU) flashcard decks
370 question-and-answer cards across 7 decks, written against this syllabus. Preview any deck free.
- Fundamentals of Insurance Planning — 53 cards
- Individual Life Insurance — 52 cards
- Health, Disability, and Long-Term Care Insurance — 51 cards
- Income Taxation of Individuals and Businesses — 51 cards
- Estate Planning Fundamentals — 62 cards
- Planning for Business Owners and Professionals — 51 cards
- Retirement Planning and Employee Benefits — 50 cards
How to work through the Chartered Life Underwriter (CLU) syllabus
The outline on this page is arranged the way the syllabus itself is: subject, then chapter, then topic, then sub-topic. That last level is what most study plans skip, and it is where coverage actually goes wrong — a chapter marked "done" often has three sub-topics inside it that were never touched.
Weight your plan accordingly: Individual Life Insurance carries 21 topics while Planning for Business Owners and Professionals carries 13. Giving both the same number of weeks is the most common planning mistake for Chartered Life Underwriter (CLU).
The ~125 hour estimate above is a first pass only: roughly 45 minutes per topic plus 12 minutes per sub-topic. Revision cycles, past papers and mocks sit on top of that number.
Chartered Life Underwriter (CLU) syllabus FAQ
What subjects are in the Chartered Life Underwriter (CLU) syllabus?
Chartered Life Underwriter (CLU) covers 7 subjects: Fundamentals of Insurance Planning, Individual Life Insurance, Health, Disability, and Long-Term Care Insurance, Income Taxation of Individuals and Businesses, Estate Planning Fundamentals, Planning for Business Owners and Professionals and Retirement Planning and Employee Benefits. Together they contain 31 chapters and 117 named topics.
How many topics does the Chartered Life Underwriter (CLU) syllabus contain?
The full Chartered Life Underwriter (CLU) outline breaks down into 31 chapters, 117 topics and 195 sub-topics. Individual Life Insurance is the largest single subject with 21 topics across 5 chapters.
How long does it take to cover the whole Chartered Life Underwriter (CLU) syllabus?
Roughly 125 hours for one full pass. That estimate allows about 45 minutes per topic plus 12 minutes per sub-topic, so it is first-pass coverage — revision, past papers and mock tests sit on top of it. At 3 hours a day that is about 6 weeks.
Are there Chartered Life Underwriter (CLU) flashcards?
Yes — 370 question-and-answer flashcards across 7 decks, one per subject, written against this syllabus. A sample of every deck is readable on this site for free, and the complete decks are in the Examius app.
Is this Chartered Life Underwriter (CLU) syllabus free to use?
Yes. Every page here is free to read, and importing the Chartered Life Underwriter (CLU) syllabus into the Examius app to tick off topics as you finish them is free too, in United States and everywhere else. No account is needed to start.
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