To represent yourself an as active MTI® in good standing - and to uphold the prestige of your letters - you must renew your designation annually.

All MTI®s must renew their designation by their anniversary date (the date the designation was originally granted). You will receive reminders 4 weeks and 1 week prior to your deadline.

You must meet the following maintenance requirements:

  1. Continuing Education

The world we work and live in is constantly evolving. As a financial advisor it’s critical that you commit to lifelong learning and have a handle on the trends and issues that affect your industry - and, most importantly, your clients.

Each MTI® is required to earn 12 continuing education (CE) hours per calendar year, starting the first full year after your earn your designation.

General Requirements

CE content must fall within a competency associated with the MTI® designation.

Qualifying Activity Providers

Courses can be taken from CSI or other external providers (e.g., community colleges, universities, other professional education providers or in-house at your employer). It is up to you/your employer to determine if a course meets CSI’s MTI® CE Guidelines.

Activity & Hours Tracking
Make sure you retain supporting documents to confirm completion of CE credits. Each year, a percentage of MTI®s will be audited to verify the CE hours claimed on their designation renewal applications.

  1. Code of Ethics
  2. Trademark
  3. Licence
    • MTI®s are required to pay a non-refundable licence fee of $275 each year.

If You Do Not Renew

Designation holders who do not renew will be deemed to be “not in good standing.” You will receive a letter stating that you are no longer eligible to use the MTI® trademarks. If you continue to use the trademarks, then legal action may be taken.

You will also be removed from the MTI® Directory.

Reinstatement Policy

MTI®s are given the opportunity to reactivate their licence after a lapse of up to 5 years. If your designation has lapsed for more than 5 years, you’ll be required to re-take and successfully complete the Case Application Examination and meet the work experience requirement.

If the lapse is 5 years or less, you can reactivate by completing the following steps:

Apply Now

Application Form

As of January 1, 2018, if you have not renewed within 12 months of your license renewal date, you will be required to pay a late fee of $50, a reinstatement fee of $275 and the standard annual renewal fee of $275. You will also be asked to prove completion of your CE requirements for all the years of non-renewal. This will require you to submit transcripts showing course completion dates as well as course outlines.