Requirements for the Certificate in Group Benefits Management
- Served three or more years as a trustee or three or more years in a senior-level policy-setting role for a health and welfare fund (prerequisite waived for public sector trustees)
- Completion of ATMS® Part I
- Completion of ATMS® Part II Group Benefits
Additional Information
Part I applies to the Certificate in Pension Fund Management and the Certificate in Group Benefits Management. If you are planning to complete both of these certificates, you do not need to take Part I twice.
While it is permissible to take Part II before Part I, it is important to note that Part I is designed to lay the foundation for ATMS course work. In order to maximize your learning experience, it is highly recommended that you take Part I before Part II.
Due to the intense nature of the ATMS courses, individuals are not permitted to register for two ATMS courses back to back. Please register for only one course per trip (waived for public sector trustees).
Attendance Required. To earn credit toward an ATMS certificate, you must be present for the entire program, including all group work. Please make your travel plans accordingly.