Canadian Securities Institute, Moody's Analytics Training & Certification Services
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MTI® Estate and Trust Professional

AN MTI® OFFERS MORE

  • Industry leading expertise in estate and trust management for affluent clients.
  • Compliance in relation to estate, trust and tax regulations.
  • Comprehensive estate and trust management strategies that will effectively protect client assets.

WHAT YOU WILL LEARN

How to best protect, invest and distribute estate and trust assets. All administrative procedures for settling estates and managing ongoing trusts. Effective risk mitigation for trustees and executors.

Your path to the MTI

MTI Path 0537 CSC ECE LET TET ETM ETA
† Certification examination.

In addition to completing the required courses, you must also have 3 years of relevant work experience to earn the MTI® designation. For more information on work experience requirements, click here.

NOTICE: 5–YEAR RULE

The educational path must be completed not more than 5 years prior to application to write the Case Application Examination. Exemptions can be granted for courses offered by other education providers. If an individual has exceeded the 5 year time line, completion of either the Estate and Trust Management or the Laws of Estates and Trusts course (or equivalent) will be required.

Individuals must apply for the designation within 5 years of successfully completing the Case Application Examination. Individuals who do not qualify for the designation within this 5 year period will be required to re-take the Case Application examination prior to being granted the designation. They will not be required to re-take the educational path.