The CLU Institute is rolling out a new brand name that better reflects its role in the financial services industry. It will now be known as the Institute for Advanced Financial Education.

In September 2009, the Institute extended its services with the offering and granting of the CLU designation beyond Advocis, The Financial Advisors Association of Canada, membership.

The new brand identity is intended to reposition the Institute, its designations, and its services to its larger audience.

In addition to the CLU designation, the Institute is also the granting body for the RHU designation and provides continuing education accreditation services to the financial services industry.

The Institute will continue to be a part of Advocis family by acting as its designation-granting and standards-setting body. It will also continue to be the home for specialized designations for financial services practitioners in Canada.

As part of the rebranding, the Institute has a new website, which can be found at www.iafe.ca. As well, staff have new email addresses.

The Institute plans additional improvements and changes in the coming months.

In the meantime, CLU designation holders will soon receive instructions on how to renew their designations for the 2011 calendar year.

IE