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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Estate and Trust Asset Management (ETM)

Knowledgeable trust specialists have the expertise to deal with unique assets

Estates holding unique assets can test the business and legal acumen of an estate and trust professional. Whether an estate holds an operating business, a farm, foreign assets or art work, the learning curve may be high for even the most seasoned professional. As such they must understand the rules for trustee investments, estate management, and the responsibilities of executors and trustees where assets include a business.

The Estate and Trust Asset Management (ETM) course

The ETM course provides professionals in estates and trusts with the skills to handle diverse clients with complex holdings. This is also one of the required courses for the MTI® Estate and Trust Professional designation.

Who Should Enrol

The ETM course is designed for estate and trust professionals.  Tax officers, estate planners, financial planners and wealth managers may also find this course useful in providing them with information on asset management services available to clients.  This course can also be tailored for corporate training purposes.

Course leads to the following credential:

  MTI

MTI