KSAWorks
KSAWorks
Knowledge • Skills • Abilities
Program checklist · Chartered Life Underwriter®

Chartered Life Underwriter®

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Chartered Life Underwriter®
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_99559bc4
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

26 items
  1. HS 311
    Fundamentals of Insurance Planning E R R
    As published: “HS 311 Fundamentals of Insurance Planning (Required) - Focuses on the role of planning for risk management needs”
  2. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Required) - Focuses on life insurance policies and annuities and their use in financial planning”
  3. HS 330
    Fundamentals of Estate Planning R R R
    As published: “HS 330 Fundamentals of Estate Planning (Required) - Provides a basic understanding of the estate and gift tax system”
  4. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals (Required) - Covers tax and legal aspects of organizing a business while also providing a basic understanding of the estate and gift tax system”
  5. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Required) - Focuses on life insurance policies and annuities and their use in financial planning”
  6. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals (Required) - Covers tax and legal aspects of organizing a business while also providing a basic understanding of the estate and gift tax system”
  7. HS 311
    Fundamentals of Insurance Planning E R R
    As published: “HS 311 Fundamentals of Insurance Planning (Required) - Focuses on the role of planning for risk management needs”
  8. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Required) - Focuses on life insurance policies and annuities and their use in financial planning”
  9. HS 330
    Fundamentals of Estate Planning R R R
    As published: “HS 330 Fundamentals of Estate Planning (Required) - Provides a basic understanding of the estate and gift tax system”
  10. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals (Required) - Covers tax and legal aspects of organizing a business while also providing a basic understanding of the estate and gift tax system”
  11. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Required)”
  12. HS 330
    Fundamentals of Estate Planning R R R
    As published: “HS 330 Fundamentals of Estate Planning (Required)”
  13. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals (Required)”
  14. HS 311
    Fundamentals of Insurance Planning E R R
    As published: “HS 311 Fundamentals of Insurance Planning (Required)”
  15. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Required)”
  16. HS 330
    Fundamentals of Estate Planning R R R
    As published: “HS 330 Fundamentals of Estate Planning (Required)”
  17. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals (Required)”
  18. HS 311
    Fundamentals of Insurance Planning E R R
    As published: “HS 311 Fundamentals of Insurance Planning (Required)”
  19. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Required)”
  20. HS 330
    Fundamentals of Estate Planning R R R
    As published: “HS 330 Fundamentals of Estate Planning (Required)”
  21. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals (Required)”
  22. HS 311
    Fundamentals of Insurance Planning E R R
    As published: “HS 311 Fundamentals of Insurance Planning (Required)”
  23. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning”
  24. HS 311
    Fundamentals of Insurance Planning E R R
    As published: “HS 311 Fundamentals of Insurance Planning”
  25. HS 330
    Fundamentals of Estate Planning R R R
    As published: “HS 330 Fundamentals of Estate Planning”
  26. HS 331
    Planning for Business Owners and Professionals R
    As published: “HS 331 Planning for Business Owners and Professionals”
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/professional-designations-certifications/clu. Captured page pages/0008.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.