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Specialist, Trust Institute Diploma (STI™) – Business Development

Personal Trust – Business Development*

Important Diploma Notice

Due to low enrolments, this diploma is going to be discontinued. Please note that you must enroll in all outstanding courses necessary to complete your program requirements by December 31, 2010 and complete these courses by December 31, 2011. The deadline to apply for an STI is March 31, 2012. If you fail to meet any of the above mentioned dates you will not fulfill the requirements to earn an STI Diploma.

Refine your wealth management know-how. Learn to assess the trust and estate needs of your clients and offer suitable trust and estate products and services to protect their wealth. Solidify client relationships by sharing common will interpretation problems, the powers and responsibilities of executors and corporate trustees and the advantages of using their services.

Your Route

Two years industry experience

STI™ (Specialist, Trust Institute) Diploma

* Note: As of January 31, 2010, some of these courses have been changed to align with the new Personal Financial Planning Program courses now available. If you were in the process of earning this diploma, and have taken either Fundamentals of Personal Finance (0700) and /or Risk Management and Estate Planning (0740) your course will be recognized as follows:

  • 0700 = PFSA
  • 740 will be accepted as an alternative to MHNW

The French path remains unchanged.