The MTI® Estate & Trust Professional (MTI®) designation is Canada’s premier designation for estate and trust management. It ensures that financial professionals have expertise in the regulations and tax implications that are characteristic of the management and transfer of wealth.

The MTI Estate and Trust Professional – MTI designation is bestowed upon members accepted into the professional—and internationally recognized—association the Canadian Securities Institute (CSI) who, through their accreditation process, maintain the professional standards of the discipline.

CSI – Canadian Securities Institute 

The CSI is an organization, with over 750,000 members, that offers a variety of field-specific financial designations in six different fields: business banking; financial planning; investment management & trading; leadership, management & compliance; retail banking; and wealth management. Additionally, they are a subsidiary of the renowned Moody’s Analytics, and recognized by the Investment Industry Regulatory Organization of Canada (IIROB) and are partnered with various educational institutitons such as Dalhousie University and the Foran Financial Institute.

Recognition

The MTI® Estate and Trust Professional designation addresses the needs of estate and trust professionals as their baby boomer clients increasingly approach retirement. This crucial demographic has heightened demand for a variety of wealth management strategies and today’s practitioners must be adept at protecting, investing and distributing their clients’ assets while keeping abreast of regulatory administrative procedures.

The path to the MTI® Estate and Trust Professional designation is designed for advanced estate and trust professionals in trust companies and law or accounting firms. Recognized as the leading educator in estate and trusts, CSI believes earning this designation will assist estate and trust specialists and experienced wealth practitioners in

Accessibility

The MTI® Estate and Trust Professional designation is designed for advanced estate and trust professionals in trust companies and law or accounting firms, who would like better identifying the risks and opportunities within estate and trust management and building enhanced client relationships.

The designation is accessible to candidates who have completed the seven required courses. In addition, candidates must also have 3 years of relevant work experience to have the certification examination to earn the MTI® designation

Advantages

 

 

CSI Designation represent prestigious credentials: gaining the designation is the guarantee of being recognized as a leading specialist in estate and trust management.