Estate & Trust Professional (MTI®)

The MTI® requires applicants to complete the approved education path, offered exclusively through the Canadian Securities Institute.

The Case Application Examination will assess the candidate’s expertise in dealing with all components of an estate situation, including taxation and legal issues as well as administrative problems.

To qualify for the MTI® designation, applicants must meet the following work experience requirements:

• Minimum 3 years of experience within the past 5 years in an estate and trust role.
• Work experience evaluation is composed of 6 core competencies and 23 elements of competency.
• You must have performed at least 19 of the 23 MTI® elements of competency at a satisfactory level to be considered for the designation.
• Up to 2 years of work experience outside of Canada can be applied, as long as it meets the requirements.
• Use the MTI® Work Experience Declaration – Assessment Tool to find out if your experience qualifies.

As part of the application process, work experience will be verified and audited. Applicants will be asked to provide the name of the verifying individual on their application form.

• Individuals who can verify experience should be a current or a recent employer/supervisor.
• Self-employed individuals must provide verification from a previous employer or a close peer who holds a financial services designation (e.g., a CIM®, PFP®, FICB, CFA, CA, CFP). In such a case, CSI may request further documentation.

Work Experience Auditing Process

MTI® applicants must meet a 3-year work experience requirement prior to being granted the designation. CSI retains the right to assess all MTI® applicants for compliance with the experience requirements.

• A request for confirmation will be sent (by email or telephone) to the contact provided by the applicant on his or her application form.
• A copy of the request will be sent to the applicant as notification of being assessed
• Contacts will be asked to provide confirmation within 30 days of the request.
• If the confirmation is not received, CSI will notify the applicant and a copy of the notification will also be sent to the work experience contact.
• If a response is not received within 30 days, the applicant and the contact will be contacted again.

Misstated or fraudulent reporting of experience will be reported to the Designation Ethics Committee as a violation of the MTI® Code of Ethics and will be considered according to the Ethical Misconduct Process.

When applying for the MTI®, you must commit to the MTI® Code of Ethics.

You are also required to agree to the terms of the MTI® Certification Mark Licence Agreement, which grants you the right to use the MTI® trademarks in your own marketing.

The initial application fee is $325 and includes your license fee for the year.

If you have met the above requirements, apply now, and harness your potential with the MTI®.

APPLY NOW