The MTI® is the premier designation for estate and trust management in Canada. When you earn the MTI®, you become part of an elite group of financial professionals with expertise in trust and estate regulation, and the tax implications that are characteristic of the management and transfer of wealth.
To earn the MTI® designation, you must complete the approved learning path prior to writing the Case Application Certification Examination.
In addition to the educational requirements, you must:
See the Designation Requirements section for a detailed list of requirements for earning the MTI®.
You will not be granted the MTI® designation unless you meet ALL requirements. You have 5 years from when you pass the Case Application Certification Examination to apply for the designation.
You can apply for the MTI® directly online. First, CSI will confirm that you have completed the educational requirements. Then you will be prompted to:
  • Sign off on the Code of Ethics and the work experience requirements (your work experience will be verified by sending an email to the verifier you name on your application)
  • Certify you've read and will abide by the Certification Mark Licence Agreement
  • Pay for your application of $325
The initial application fee is $325 and includes your licence fee for the year. The annual renewal fee is $325. (You will receive a discount if you hold multiple CSI designations in good standing.) Check with your employer to find out if they offer any subsidy arrangements.
Once you apply for the designation online, you will receive immediate confirmation along with an order ID number. You will receive your official letter of certification and a wall certificate within 4 - 6 weeks.
Yes. The certificate will be mailed to you and typically arrives 4 - 6 weeks from when you were granted the designation. If you would like to purchase a frame designed exclusively for the MTI® designation, you may do so here.
Listing in the MTI® Directory , which helps clients find you and verify your credentials

  • MTI® trademark designation letters:
    the right to use in your marketing materials to promote your credentials
  • MTI® Portal login:
    unlock online resources, publications and customizable marketing materials
  • Exclusive Webinars
    stay on top of the latest industry topics
The benefits are behind the MTI® Login.
To maintain your MTI® designation, you must complete a minimum of 12 hours of CE each calendar year. See the Maintenance Requirements section of the MTI® Portal for details.
CE for the MTI® designation runs on a calendar-year basis. That means if you were granted your MTI® in 2015, you have until the end of the next FULL calendar year (December 31, 2016) to fulfil your CE requirements.
When renewing your licence, you're required to declare completion of your CE hours. A percentage of renewal applicants will be audited for proof of completion of the CE requirements.
CSI conducts periodic audits of the CE hours required to maintain your designation. Make sure you keep a record of your hours for at least 2 years. More information on the auditing process can be found under the Professional Conduct section of the MTI® Portal.
All MTIs must renew their licence annually by their anniversary date (the date the designation was originally granted).
You will receive email notices 4 weeks and 1 week prior to expiry to remind you to renew your licence.
CSI is pleased to offer a tiered discount structure for those who hold multiple credentials (FCSI®, PFP®, CIM®, CIWM, MTI®) in good standing.
  • 2 CSI credentials in good standing: $50 off the renewal of each credential ($275 each)
  • 3 CSI credentials in good standing: $100 off the renewal of each credential ($225 each)
  • 4 CSI credentials in good standing: $150 off the renewal of each credential ($175 each)
MTIs who do not renew are declared to be "not in good standing." You will no longer have access to benefits from CSI and will be removed from the MTI® Directory . You will also receive a letter stating that you're no longer eligible to use the MTI trademarks. If you continue to use them, legal action may be taken.
MTI®s who do not renew are declared to be "not in good standing." You'll receive a letter stating that you're no longer eligible to use the MTI® trademarks. If you continue to use the trademarks, then legal action may be taken. Those who do not renew will also be removed from the MTI® Directory and will no longer be able to access any benefits.
What you need to know:
MTI are given the opportunity to reactivate their licence after a lapse of up to 5 years. After 5 years, you'll be required to re-take and successfully complete the Portfolio Management Techniques course and meet the work experience requirement. If the lapse is 5 years or less, you can reactivate by completing the following steps:
We have set up a special inbox. If your response can be answered directly by our customer service team, the turnaround time is 24 hours. If your request requires further investigation, we'll strive to get back to you within 3 business days.

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