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Foundations of Trust Management Standards (FTMS®)


Foundations of Trust Management Standards (FTMS) is the first step, focused on the needs of new Canadian trustees. FTMS is for those who must learn and understand basic principles of effective trust fund management.

Together, FTMS, ATMS and MTMS provide the ideal blend of knowledge, skill and experience needed for effective management of trusts. To get the most value out of this education, it is recommended that individuals leave enough time between each step on the path to practice and apply their classroom learning.

 Virtual FTMS Option Available!




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 where to find resources in order to make informed decisions. The assessment component offers trustees an opportunity to validate their learning. The introduction offered by FTMS is the first step in a larger strategy to provide a cohesive, integrated educational path for trustees at all levels.

FTMS is an excellent starting point in educating yourself as a trustee. The whole program was excellent!

Carey Simpson

Millwrights Local 2736

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


CanadianTrustee Education Path

In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the first step in trustee education path.


Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit.
Visit www.cebs.org/compliance for more information.

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More Information

For more information on this program, contact Brad Bauter at (262) 373-7727 or email bradb@ifebp.org.

Registration Information

Registration Information
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