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Financial Planning > Behavioral Finance

Hes A CLU And Proud Of It!

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To The Editor:

I take great offense with the article by Richard Hickling in the Aug. 25 issue (“Five Ways To Distinguish Yourself As A Financial Planner”). The last time I checked it took several more courses to get the CLU designation than it takes to get the CFP designation.

Since I already have taken the necessary courses and passed the exams, why should I sit for the CFP exam when really all it is is a repeat of what I have taken already. Why should I spend the additional funds on that when I can go for my ChFC?

The CFP is overrated and I for one am damn proud to be a CLU. I am also required to take continuing education courses to maintain my status in the state I am licensed. So where does Mr. Hickling come off implying that only CFP must meet these requirements?

I noticed he does not have any of the designations himself.

James L. Moore Jr., CLU
Financial Services Professional
The Comprehensive Financial Group
Williamsport, Pa.


Reproduced from National Underwriter Life & Health/Financial Services Edition, September 15, 2003. Copyright 2003 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.



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