Foundations of Trust Management Standards (FTMS®)


Foundations of Trust Management Standards (FTMS) is the first step in the trustee education path, focused on the needs of new Canadian multi-employer, public and corporate sector plan trustees. FTMS will help you understand the health and retirement needs of plan members while increasing your knowledge and awareness in the key areas of effective trust management: legal and regulatory issues, administration, governance and funding/investment and finance.

 Virtual FTMS Option Available




Education Doesn't Need to Feel Daunting

This course provides the necessary tools to fulfill your responsibilities as a trustee and earn your FTMS certificate. You'll have an opportunity to network and share experiences with other new trustees while gaining the need-to-know skills to succeed in your role. The open-book, multiple-choice exam gives you time to review your notes and find the correct answers. Don't be intimidated—Over 90% of attendees pass on their first attempt!

FTMS was an excellent opportunity to begin learning about my role as an ELHT Trustee. Highly recommended. 

Fraser Allen

Manager, Total RewardsCity of Ontario

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 2-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 2 days of classroom instruction and successfully complete the optional test will earn the FTMS Certificate of Achievement.


Speakers will be announced soon.

FTMS Program Dates and Locations

Halifax Marriott
Harbourfront Hotel


July 25-27, 2019
Halifax, Nova Scotia

Parc 55 San Francisco,

 A Hilton Hotel

November 22-24, 2019
San Francisco, California

View Program Information


Canadian Trustee Education Path

The Canadian Trustee Education path provides clear, cohesive training for however much trustee/fiduciary experience you possess. Together these programs provide the ideal blend of knowledge, skills and experience needed for effective management of trusts. This program is the first step in trustee education path.


Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit.
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More Information

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

Registration Information

Registration Information
  Member Nonmember


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