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Foundations of Trust Management Standards (FTMS®)

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Trustees play an important and significant role in addressing the health and retirement needs of plan members, and therefore need to be confident and competent in that role. In a continuous effort to fulfill our mission, the International Foundation has transformed the Foundations for Trustees program to offer a more strategic, coherent and integrated assessment-based educational path for trustees.

Validate Your Learning

The International Foundation recognizes that new trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to find resources in order to make informed decisions. The assessment component offers trustees an opportunity to validate their learning. The introduction of FTMS® is the first step of a larger strategy to provide a cohesive, integrated educational path for trustees at all levels.

Educational Program Directors, Bryan Zoran and Justin Held, introduce Canadian Trustee Education with the FTMS and ATMS Programs.

Benefits of Attending

Foundations of Trust Management Standards (FTMS®) is a 2½ day assessment-based certificate program that will address the basics of effective trust management through four key knowledge areas:




Funding / Investment / Finance

Those who attend the full 2½ days of classroom instruction and successfully complete the optional test will earn the FTMS Certificate of Achievement.

FTMS Program Dates and Locations


Fairmont Winnipeg

July 19-21, 2018
Winnipeg, Manitoba

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 The Mirage
November 16-18, 2018
Las Vegas, Nevada

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Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
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More Information

For more information on this program, contact Brad Bauter at (262) 373-7727; or e-mail

Registration Information

Registration Information
  Member Nonmember