Estate and Trust Professional
MAINTENANCE REQUIREMENTS
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:
- 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.
- Code of Ethics
- MTI®s must re-commit to the MTI® Code of Ethics each year.
- Trademark
- To continue using the MTI® trademarks in your own marketing, MTI®s must re-commit to the Certification Mark Licence Agreement each year.
- 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.
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:
- Prove CE requirements have been met
- Pay a $50 administration fee
- Agree to the MTI® Code of Ethics and Certification Mark Licence Agreement
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.