What is the Estate & Trust Professional (MTI®) designation?

The MTI® Estate & Trust Professional (MTI®) designation is Canada’s premier designation for estate and trust management. It ensures that financial professionals have expertise in the regulations and tax implications that are characteristic of the management and transfer of wealth.

What is the MTI® Competency Profile?

The MTI® Professional Competency Profile provides an overview of the responsibilities, skills, and knowledge unique to someone who holds the MTI® designation. It is the foundational document for the Estate & Trust Professional (MTI®) designation that describes the required competencies (i.e., the knowledge, skills and abilities) of professionals awarded the designation. 

The Competency Profile is the defining resource for what a Trust Specialist can and should do in practice. It is used to set the requirements for the pre-requisite education programs, the work experience component, the MTI® Case Application Examination and continuing education requirements.

As the MTI® designation continues to progress to meet clients’ changing needs, employers and regulators, CSI reviews the Competency Profile every 5 years. 


Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check