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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 full Chartered Life Underwriter (CLU) syllabus: 7 subjects, 31 chapters, 117 topics and 195 sub-topics, with 370 flashcards written against it.
Chartered Life Underwriter (CLU) subjects
Chartered Life Underwriter (CLU) has 7 subjects. Each one is listed below with its chapters in syllabus order; open a subject for every topic and sub-topic inside them.
Fundamentals of Insurance Planning
- Risk and the Risk Management Process · 4 topics
- Legal Principles of Insurance Contracts · 4 topics
- Property and Liability Risk Exposures · 4 topics
- Government and Social Insurance Programs · 4 topics
- The Financial Planning Process and Ethics · 3 topics
Individual Life Insurance
- Life Insurance Needs Analysis · 4 topics
- Types of Life Insurance Policies · 5 topics
- Policy Provisions, Riders, and Options · 4 topics
- Underwriting, Pricing, and Policy Selection · 4 topics
- Income Taxation of Life Insurance · 4 topics
Health, Disability, and Long-Term Care Insurance
- Disability Income Insurance · 4 topics
- Medical Expense and Health Coverage · 4 topics
- Long-Term Care Insurance · 4 topics
- Medicare and Senior Health Planning · 3 topics
Income Taxation of Individuals and Businesses
- Federal Income Tax Framework · 4 topics
- Capital Gains and Investment Taxation · 4 topics
- Business Entity Taxation · 4 topics
- Tax Planning Strategies · 4 topics
Estate Planning Fundamentals
- The Estate Planning Process and Documents · 4 topics
- Property Ownership and Transfers at Death · 4 topics
- Federal Gift, Estate, and GST Taxation · 4 topics
- Trusts in Estate Planning · 4 topics
- Estate Liquidity and Charitable Planning · 3 topics
Planning for Business Owners and Professionals
- Business Valuation and Continuation Needs · 3 topics
- Buy-Sell Agreements · 4 topics
- Funding Business Agreements with Insurance · 3 topics
- Executive Benefits and Business Tax Issues · 3 topics
Retirement Planning and Employee Benefits
- Retirement Needs and Accumulation Planning · 3 topics
- Qualified Retirement Plans · 4 topics
- IRAs and Other Retirement Vehicles · 4 topics
- Group Benefits and Annuities · 3 topics
Chartered Life Underwriter (CLU) flashcards
370 question-and-answer cards across 7 subject decks, each shown in full on its subject page.
- 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
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.
How many chapters and topics are in the Chartered Life Underwriter (CLU) syllabus?
31 chapters and 117 topics, broken down further into 195 sub-topics, across 7 subjects. Individual Life Insurance is the largest subject, with 21 topics in 5 chapters.
Are there Chartered Life Underwriter (CLU) flashcards?
Yes — 370 question-and-answer flashcards in 7 subject decks. Each deck is printed in full on its subject page here, and the same cards are in the Examius app with spaced repetition. The free plan covers one exam of your choice, including its flashcards; Examius Pro, a one-time purchase, unlocks every other exam and deck.
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