What are the Benefits of Holding the MTI®?

In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your MTI® designation provides you with the following benefits and exclusive member access:

Get listed in CSI’s MTI® Directory, which helps clients find you and verify your credentials

Enjoy the right to use the MTI® trademark designation letters in marketing materials to promote your credentials

Access to online resources and customizable marketing materials through the MTI® Member Portal to help you promote yourself, your designation, educate your clients about the MTI® and build your practice.

Free access to all webinars designed for financial advisors on the latest industry trends and topics through CSI Live.

Opportunity to conduct your own webinar through CSI Podium.

The CE Tracker is an interactive dashboard that serves as a central repository for MTI® holders to track and manage their CE requirements to maintain their MTI® designation.

How Can MTI® Holders Get Involved?

MTI® Ambassador Program

We’ve found that one of the most effective ways to promote the MTI® letters is to feature the unique individuals who hold them. Our last few campaigns have featured real designation holders selected through an application process to become MTI® Ambassadors. If you hold the MTI® designation and are interested in participating in a future campaign, tell us why.


Become A Subject Matter Expert

To help us to continue to develop, deliver and maintain the MTI® Designation to the high standard expected by the financial services industry, CSI contracts with practicing designation holders to participate in the development of related examinations. With an extensive portfolio of courses and examinations, CSI relies on the subject matter expertise of a wide range of professionals in the financial services industry. 

If you have an interest in examination standards, writing, and sharing your knowledge and experience, consider putting your name forward to develop examination content. Item writers receive training and materials and are contacted on an as-needed basis to develop examination content for which they are remunerated. If you’re interested in any of these great opportunities to contribute to the growth of your designation please let us know.


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