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The Master of Trust Management Standards (MTMS) is an educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step that challenges trustees to take a leadership role in their funds and update their skill sets.
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.
To earn the MTMS Credential, you must meet the following program element requirements for both sessions.
The award of the MTMS credential is the culmination of your successful journey through the trustee/fiduciary education path! It recognizes the commitment involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). These programs in total represent ten days of education and multiple assessments, including two capstone mock board meetings—fortified by your years of experience as a fiduciary/trustee.
MTMS is the next step for those who have earned an ATMS Certificate of Achievement. It is also recommended for those who are advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries. MTMS is also for trustees/fiduciaries of all types of plans and trusts. See prerequisites.
Speakers will be announced soon.
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Before enrolling in MTMS, you must:
In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the third step in trustee education path.
Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.Visit www.cebscpe.org/compliance for more information.