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Master of Trust Management Standards (MTMS) Program

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The Master of Trust Management Standards (MTMS) is a new educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step after completing both certificates. It challenges trustees to take a leadership role in their fund and update their skill set.


  • Strategic Planning
  • Board Operations
  • Critical Thinking

More Details Coming Soon!


Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account Manager
The PBAS Group


Who Should Attend

  • Those who have completed any ATMS certificate, under the current or previous (2011 and earlier) curriculum.
  • Those who want to apply knowledge gained in ATMS to their specific situation.


Attend sessions by various speakers who specialize in trust funds and the role of trustees. Visit our instructor page for more information. 

​Additional Information

Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.


Before enrolling in ATMS, you must

Course Structure

Four days of instruction with a case study on days 2 and 4.
Daily schedule: 8:00 a.m. – 4:30 p.m.


  • Test includes a 60-question test.
  • The test is online and open-book. It will be available within a specified window of time after the course completion.
  • A score of 70% or better is required to complete the ATMS Certificate of Achievement.

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Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Registration Information
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