To qualify for the MTI® designation, you must meet the following work experience requirements:
  • Minimum 3 years of experience within the past 5 years in an estate and trust role
  • Work experience evaluation is composed of 6 core competencies and 23 elements of competency
  • You must have performed at least 19 of the 23 MTI® elements of competency at a satisfactory level to be considered for the designation
  • Up to 2 years of work experience outside of Canada can be applied, as long as it meets the requirements
  • Use the MTI® Work Experience Declaration - Assessment Tool to find out if your experience qualifies

As part of the application process, work experience will be verified and audited. Applicants will be asked to provide the name of the verifying individual on their application form.

  • Individuals who can verify experience should be a current or recent employer/supervisor
  • Self-employed individuals must provide verification from a previous employer or a close peer who holds a financial services designation (e.g., a CIM®, PFP®, FICB, CFA, CA, CFP) - in such a case, CSI may request further documentation
  • CSI will accept a corporate MTI® work experience attestation from an employer confirming that an applicant has fulfilled the required work experience
    • In such a case, the individual will not be subject to audit procedures


MTI® applicants must meet a 3-year work experience requirement prior to being granted the designation. CSI retains the right to assess all MTI® applicants for compliance with the experience requirements.

  • A request for confirmation will be sent (by email or telephone) to the contact provided by the applicant on his or her application form
  • A copy of the request will be sent to the applicant so they know they are being assessed
  • Contacts will be asked to provide confirmation within 30 days of the request
  • If the confirmation is not received, CSI will notify the applicant and a copy of the notification will also be sent to the work experience contact
  • If a response is not received within 30 days, the applicant and the contact will be contacted again

Misstated or fraudulent reporting of experience will be reported to the Designation Ethics Committee as a violation of the MTI® Code of Ethics and will be considered according to the Ethical Misconduct Process.