Requirements for the ATMS® Certificate in Pension Fund Leadership
- The Certificate in Pension Fund Management must be completed before taking Part III Pensions and/or Part IV
- Completion of Part III Pensions
- Completion of Part IV
Additional Information
Part IV applies to the Certificate in Pension Fund Leadership and the Certificate in Group Benefits Leadership. If you are planning to complete both of these certificates, you do not need to take Part IV twice.
Part IV can be taken before Part III.
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.