Assessment-Based Certificate Program Prepares Canadian Multi-Employer and Public Sector Plan Trustees

July 11, 2012

Brenda Hofmann
(262) 373-7756

Assessment-Based Certificate Program Prepares Canadian Multi-Employer and Public Sector Plan Trustees


Foundations of Trust Management Standards (FTMS) Addresses Effective Trust Fund Management

Brookfield, Wisconsin—The International Foundation of Employee Benefit Plans announces two upcoming offerings for its Foundations of Trust Management Standards (FTMS) assessment-based certificate program: July 23-25 in Toronto, Ontario and November 16-18 in Lake Buena Vista (Orlando), Florida.

This certificate program is the only assessment-based program in Canada for new trustees of either health and welfare or pension funds. It provides a focused curriculum designed to ensure newly appointed multi-employer and public sector plan trustees have the essential knowledge, framework and references necessary for their roles as plan fiduciaries. The program addresses the basics of effective trust management through four key knowledge areas:

  • Legal
  • Administration
  • Governance
  • Funding/Investment/Finance

FTMS offers trustees an opportunity to validate their learning through an online assessment that aims to ensure they have not only a basic understanding of the effective management of trusts, but also the ability to find the answers they need.

“In a continuous effort to fulfill our mission, the International Foundation developed FTMS as the first phase of a strategic plan for a more cohesive and integrated assessment-based educational path for trustees,” explained Michael Wilson, International Foundation CEO.

Those who attend the full 2½ days of classroom instruction and successfully complete the optional test will earn the FTMS Certificate of Achievement. Successful completion allows trustees to continue to the next level of education with the Advanced Trust Management Standards (ATMS) program.

The first offering of FTMS was held in September 2011.

“Hearing the experts share their knowledge and experience really helped put all the pieces together. I don’t know of any other program that matches the value for your money,” explained FTMS attendee Debbie DeCaire, President, Skipwith & Associates.


“The FTMS program provides a strong foundation in how trust funds work. It offers a baseline education for trustees and provides a benchmark for what they need to do in the future,” stated Paul Horishney, Business Manager, Corresponding & Financial Secretary, International Association of Heat and Frost Insulators & Allied Workers, Local 99.


Learn more about the FTMS program or register online at




The International Foundation of Employee Benefit Plans is a member-driven organization with five decades of experience as a leading objective source of employee benefits, compensation and financial literacy education and information within the Canadian and American workplace. The Foundation’s expertise is industry wide; and it offers resources that include Foundation staff, training, conferences and research on topics critical to assisting its 35,000 multi-employer, corporate and public sector members respond to trends affecting the well-being of more than 25 million lives in North America. For additional information, visit