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Successful completion of the three courses that comprise the LUTCF education program is required. As part of the education program, students must view self-paced educational modules and complete student learner guides with input from a mentor. This mentor will be selected by the student or if necessary, NAIFA will select a mentor for the student. All fieldwork assignments for each course module must be completed in no fewer than two and no more than three weeks following the completion of the viewing of Topic content.

Individuals must pass an end-of-course examination covering the content of each educational module. This is a proctored examination that will be administered at testing centers conveniently located throughout the U.S. The examination fee is $375. Individuals must also pass an online test at the end of each of the three LUTCF Courses with a score of 80% or higher. 

After the successful completion of the education program, individuals apply for authorization to use the LUTCF designation. This application requires the student to be a member in good standing with NAIFA and to adhere to the NAIFA Code of Ethics.

Students must complete the Designation Application within six months of completing the education program. Failure to complete this component within this time frame will result in termination of the individual’s candidacy.