Course Description: The Life Underwriter Training Council FellowSM or LUTCF® is a professional designation program for insurance and financial professionals. The College for Financial Planning and NAIFA partnered in 2014 to create a program to help new agents acclimate to their new career.
The LUTCF® program provides you with the background and knowledge necessary to ensure a successful career in the insurance business. The program focuses on fundamental prospecting, selling and practice management skills plus working knowledge of the four practice specialties. These are essential skills for new agents and advisors and can make or break your career.
The new LUTCF® is right for you if you identify with one or more of the following:
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
The LUTCF® Program consists of 3 course that must be completed in order to earn the designation:
LUTCF Course 1: Intro to Practice Management & Life Insurance
LUTCF Course 2: Insurance & Investment Products
LUTCF Course 3: Risk Management Applications
Applications for Individuals
Special Family Situations
Applications for Business Owners
Individual Client Scenario
Business Owner Scenario
Life Insurance and Annuities
Annuities and Mutual funds
Disability Income Insurance
Long Term Care Insurance
Property & Casualty Insurance
Employer-Based Insurance Products
Introduction to the LUTCF® Program
Developing a Business Plan
Financial Planning and Risk Management
Introduction to Life Insurance Products
Prospecting for Life Insurance
Life Insurance Selling Skills
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program.
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.
There are additional requirements to obtain and maintain authorization to use this designation.
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Classes meet each Thursday
Thursday, March 8, 2018
Thursday, May 3, 2018
It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
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The College for Financial Planning accepts Visa, Mastercard, Discover and American Express. If you would like to pay by check or money order contact an enrollment specialist for more information.
If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at firstname.lastname@example.org.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.