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Estate & Trust Professional (MTI®)

The prestigious credential for trust and wealth managers

Apply for the MTI® Designation

You can apply for the MTI® designation online once you have completed the learning pathway and met all other designation requirements. When applying online, CSI will confirm that you have completed the course requirements. Once confirmed, you will be prompted to:

  • Sign off on the Code of Ethics and the work experience requirements (your work experience will be verified automatically 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 your application/licence fee of $325

Once approved, you will receive immediate confirmation along with an order ID number. You will receive your official letter of certification and a wall certificate (if purchased) within 4 – 6 weeks. You will also receive an email to accept your digital badge that you can share with your network.

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MTI® Designation Application

$325 Cart11Add to Cart

Non-refundable application fee for first time MTI® Estate & Trust Professional (MTI®) designation candidates. Prior to submitting your application, please be sure that you have met the 3 years of relevant work experience requirement.

MTI® Wall Frame

$70 Cart12Add to Cart

This impressive frame with prestige wood and a beige matte has been uniquely designed for the MTI® designation.

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