The ATMS® Educational Path

This chart will help you plan your strategy for earning an ATMS certificate.

Part II can be taken before Part I.

Part I
(applies to both ATMS
management certificates)

April 27-28
(Tuesday-Wednesday)
Fairmont Royal York Hotel
Toronto, Ontario

November 17-18
(Wednesday-Thursday)
Hilton San Diego Bayfront
San Diego, California
Part II Group Benefits

April 27-28
(Tuesday-Wednesday)Fairmont Royal York Hotel
Toronto, Ontario

November 19-20
(Friday-Saturday)
Hilton San Diego Bayfront
San Diego, California
Part II Pensions

April 27-28
(Tuesday-Wednesday)Fairmont Royal York Hotel
Toronto, Ontario

August 13-14
(Friday-Saturday)
Fairmont Chateau Whistler
Whistler, British Columbia

Part IV can be taken before Part III, but you must first complete an
ATMS Certificate in Group Benefits Management OR Pension Fund Management.

Part III Group Benefits

Not yet available
Part IV
(applies to both ATMS
leadership certificates)


November 19-20
(Friday-Saturday)
Hilton San Diego Bayfront
San Diego, California
Part III Pensions

August 13-14
(Friday-Saturday)
Fairmont Chateau Whistler
Whistler, British Columbia

November 17-18
(Wednesday-Thursday)
Hilton San Diego Bayfront
San Diego, California

Each ATMS certificate is a two-part program, with each part consisting of two days of instruction.