PROGRAM DEVELOPMENT Credentials Advocis offers a strong credentials platform providing curriculum programs for five designation programs and four certificate programs. These diverse program offerings provide the knowledge, skills and practice behaviours necessary for financial advisors and planners to perform competently and ethically from career entry to advanced financial planning and specialized practices.
Chartered Life Underwriter (CLU®) In 2021, a multi-stage research project was initiated to collect and synthesize how the market perceives the CLU® designation and to support future development of the curriculum program. An interview series conducted with industry stakeholders and thought leaders followed by a comprehensive survey engaging current and future CLU designation holders was completed. The top three major emerging themes from the research based on respondent frequency are: 1. Confidence/Skillset: The CLU certification process builds confidence and skills in professionals that enable them to tackle a challenging career in the industry 2. Content/Curriculum: The CLU curriculum covers relevant and valuable information. Some professionals consistently refer to the course materials in their day-to-day work 3. Credibility/Career Launching: The CLU lends credibility to professionals in a sector where credibility and trust are important. This is particularly the case for young professionals/career launchers seeking confidence and skillset through the CLU certification process The final stage is planned for 2022 with focus group discussions.
Top 10 Words Used to Describe The CLU®
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