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BECOMING AN MTI®

The MTI® Estate and Trust Professional (MTI®) designation is Canada’s premier credential for estate and trust management.

When you earn the MTI®, you become part of an elite group of financial professionals with expertise in trust and estate regulation, and the tax implications that are characteristic of the management and transfer of wealth.

WHY BECOME AN MTI®?

In addition to qualifying you to manage a client’s estate and trust matters, your MTI® designation provides you with the following benefits:

  • You will be listed in CSI’s MTI® Directory, which helps clients find you and verify your credentials
  • Discounted CE Packages – exclusively for designation holders
    Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.

    Access to:
    • MTI® trademark designation letters:
      the right to use in marketing materials to promote your credentials
    • MTI® Portal login:
      unlock online resources, publications and customizable marketing materials
    • Exclusive Webinars
      stay on top of the latest industry topics

Harness your potential with the MTI® letters.

FIND OUT WHAT IT TAKES

MET THE REQUIREMENTS? APPLY NOW!