Session Schedule
ATMS - Part I is Sold Out - For waitlist procedures please phone the Registration Department at (888) 334-3327, Option 2.
Held prior to the 41st Annual Canadian Employee Benefits Conference. Please note that all ATMS courses offered in Halifax will be held at the Delta Halifax Hotel.
For Trustees of Pension Funds and Health and Welfare Funds
Part I thoroughly addresses the fiduciary role of trustees and the objectives of the trust. Instructors provide detailed analyses of the legal frameworks in which Canadian pension and health and welfare funds operate, and offer practical guidance for responding to the latest regulatory developments. This course applies to those working with either pension or health and welfare funds.
Additional Course Notes
Prerequisites
▲Before beginning an ATMS course, you must have served three or more years as a trustee in a senior-level, policy-setting role (waived for public sector trustees).
▲Previous attendance at an educational program for new trustees such as the Foundations for Trustees program (formerly Fundamentals for New Trustees) is strongly recommended.
Part I applies to both the ATMS® Certificate in Pension Fund Management and the ATMS® Certificate in Group Benefits Management. You do not need to take Part I twice.
For registration information, e-mail edreg@ifebp.org or phone toll-free (888) 334-3327, option 2 or (262) 786-6710, option 2. For more information on program content, please visit www.ifebp.org/atms, or contact Mary Jo Bugembe at (262) 373-7641 or email maryb@ifebp.org.