Canadian Securities Institute, Moody's Analytics Training & Certification Services
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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

MTI® Estate and Trust Professional

Select a program option that works best for you.

Enrolment Options


Enrol by Program

To help you get closer to achieving your MTI* designation and related certificates, we ve packaged 3 courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your MTI designation. All courses include a hard-copy textbook(s), where applicable.

Before selecting your option, please refer to your 'Route' to ensure you're enrolling in the correct option.

Option 2: Work towards your MTI (Quebec Only)

The Enrol by Program option is a convenient and cost-effective way to work towards your MTI designation. When you purchase your Program, your student account will be credited with a voucher for each course in the Program. When you're ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online!

*Prior to submitting your application, please be sure that you understand the eligibility requirements.

* In addition to completing the required courses, you must also have 3 years of relevant work experience to earn the MTI designation. Some required courses and/or examinations for the PFP designation may not be included in the Enrol by Program option. Please review the MTI designation requirements here.
** Subject to change.
*** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program option, you are unable to purchase the Program.