In 1984, the Life Underwriter Training Council Fellow (LUTCF®) designation was developed by the National Association of Insurance and Financial Advisors (NAIFA). In 2014, NAIFA partnered with the College for Financial Planning, to develop an entirely new curriculum that reflects changes in the profession.
The College for Financial Planning provides LUTCF® students with a thorough education focusing on the unique needs of insurance agents and financial advisors.
Study materials are written and updated regularly by the College’s full-time faculty, who specialize in investments, insurance, taxation, retirement planning, and estate planning.
The LUTCF® program emphasizes integrated needs assessment of a client’s total financial situation. The program promotes a thorough evaluation of a client’s insurance and investment needs before an advisor makes appropriate recommendations.
Candidates must be a member in good standing with NAIFA before authorization to use the designation is co-conferred by NAIFA and the College for Financial Planning.
Additional information on the LUTCF® program can be found at http://www.cffpinfo.com/LUTCF or contact the College for Financial Planning at 1-800-237-9990.
