The CLU® Refresher Course is for professionals who have completed the four-course CLU® program. It provides access to all materials covering life insurance planning, estate planning fundamentals, and planning for business owners. This course is designed for review only and contains no assessments.
Your access includes the complete library of text and video content from the CLU® curriculum. You can revisit foundational insurance concepts or dive back into the legal and ethical frameworks that guide sound, goal-based advice. The content is available on demand and at your own pace.
Use this course to review insurance principles or to refresh your knowledge of business continuity strategies. You can also engage with SPARK, the integrated AI assistant, to ask questions about specific insurance applications or to test your mastery of the material.
