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Foundations of Trust Management Standards (FTMS®)

FTMS Virtual - Online Option to Earn Your FTMS

This self-paced virtual option of the Foundations of Trust Management Standards (FTMS®) program brings the same high-quality education found at the in-person program into an online learning environment to meet your educational needs.  Enrollees will learn from the same in-person industry practitioners about the key knowledge areas of Legal, Administration and Governance, and Funding/Investment/Finance.

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.

FTMS Topics

FTMS focuses on baseline knowledge and understanding of the four key knowledge areas listed below, ensuring that participants comprehend the foundational information necessary to fulfill their responsibilities as trustees.

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

Earning Your FTMS Certificate of Achievement Online

The online program gives enrollees instant access and 60-days from the time of enrollment, to complete viewing the three online modules and to successfully pass four ten-question exams to earn their online FTMS certificate of achievement.

Online Program Features

  • Immediate access
  • Three modules, which include lessons with video lectures (approximately 14 hours)
  • Downloadable instructor's slides to follow along
  • Downloadable supporting related reading materials
  • Test-Your-Knowledge (TYK) sample test questions to validate learning
  • Instructor response videos to TYK sample test questions
  • Four ten-question final exams with two attempts to pass each at 70% or better
  • Certificate of Achievement after full completion of the program

Who Should Attend

Newly appointed/elected multi-employer, public sector and corporate plan trustees, benefit office staff and individuals returning to trustee service after an extended absence. Also, potential trustees (as part of your succession planning), providers of service to trust fund plans and trustees of both pension and health and welfare trust funds.

Continuing Education

Educational sessions in this program can qualify for self-reported CEBS Compliance credit.
Visit www.cebs.org/compliance for more information.


 Members          C$1,825.00

Nonmembers   C$2,045.00