Simply print this form and use it around your office to capture any required information
so you can quickly input the data online OR upload your completed checklist and skip filling out the online form!
Print out the MTC checklist to start the application process.
Use the checklist to collect all of the information and send it to firstname.lastname@example.org.
Complete the online application by entering the information you collected with the checklist.
The MAFSI Technology Certification program is open to all MAFSI rep firm members. There are four levels of certification: Core, Advanced, Expert, Master.
The program starts with the most basic level, Core, and you must meet all the core requirements to qualify for MTC.
The more tech investments that you have at your firm will help you qualify for the more advanced levels.
MTC Level Requirements
Core: 10 Basic Requirements
Advanced: + 9 Additional Requirements
Expert: + 12 Additional Requirements
Master: + 15 Additional Requirements
The checklist provides rep firms with a roadmap by listing out all of the different technology requirements so you can choose what is going to be the best for your business.
To reach the MTC Advanced level, you must meet the 10 core requirements plus an additional 9.
To reach the MTC Expert level, you must meet the 10 core requirements plus an additional 12.
To reach the MTC Master level, you must meet the 10 core requirements plus an additional 15.
You MUST meet the 5 requirements below to earn the Master certification:
You must have all requirements marked * to be eligible for the Master level. If you have 15+ requirements and do not have the *requirements, you will be at the Expert level.