MTI® candidates must complete the below requirements.
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:
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.
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.
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®.
CSI holds itself to the highest standards of honesty, transparency and fairness when dealing with clients, students, designation holders and regulators.
We are committed to ensuring impartiality in carrying out our MTI® certification activities (e.g., certification examination results and other decisions related to granting designations). We actively manage conflicts of interest to ensure objectivity.
To appeal other certification decisions, please email us at firstname.lastname@example.org.