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Foundations of Trust Management Standards (FTMS®)

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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/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 Rewards
City of Ontario

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.

  • Legal
  • Administration
  • Governance
  • 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.

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 the trustee education path.

Continuing Education

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

More Information

For more information on this program, contact Eli Argueta at (262) 373-7602 or email [email protected].