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.
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:
- Prove CE requirements have been met
- Pay a $50 administration fee
- Agree to the MTI® Code of Ethics and Certification Mark Licence Agreement