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LEARNING PATH

The learning path leading to the MTI® designation provides the skills and knowledge that reflect today’s industry best practices, helping client-focused professionals align their education with career goals.

Each course is designed to build knowledge while progressing one’s career. To earn the MTI® designation, applicants must also have 3 years of relevant work experience.

The MTI® requires applicants to complete an approved learning path and certification exam, offered exclusively through the Canadian Securities Institute:

MTI Path 0537 CSC ECE LET TET ETM ETA

COURSE EXEMPTIONS

Individuals who have completed recognized estate and trust courses from educational providers other than CSI can apply for course exemptions. Exemptions are not granted for the Canadian Securities Course. Use the Exemption Request Form to apply for a course exemption.

Course providers that would like to have their programs assessed for approval as an educational route to the MTI® should contact CSI.

NOTICE: 5-YEAR RULE

The MTI® learning path must be completed no more than 5 years before applying to write the Case Application Examination. If an individual has exceeded the 5-year timeline, either the Estate and Trust Management or the Laws of Estates and Trusts course (or equivalent) will need to be retaken.

Individuals must apply for the designation within 5 years of successfully completing the Case Application Examination. If you do not qualify for the designation within this 5-year period, you will be required to re-take the Case Application Examination (you will not be required to re-take the other courses along the learning path).