Master of Trust Management Standards (MTMS)



MTMS


The Master of Trust Management Standards (MTMS) is a new 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.

Due to high demand, MTMS Session A and Session B in both Halifax and San Francisco  this year are sold out. Call (888) 334-3327, option 2, or email edreg@ifebp.org to be wait-listed.

Earning Your MTMS Certificate of Achievement

To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both sessions.

Session A and Session B

  • Prework including a passing score in an open-book, untimed, preprogram test (minimum 70% correct)
  • Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
  • A "satisfactory" participation score in group activities from instructors
  • A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttest for each session will be open-book, untimed and will include 30 multiple-choice questions on the prereadings/prework, on-site slides, exercies and materials and postreadings.

 

Educational Program Directors, Bryan Zoran and Justin Held, introduce Canadian Trustee Education with the FTMS and ATMS Programs.

Why You Should Attend

The award of the MTMS credential is the culmination of your successful journey through the trustee/fiduciary education path!It recognizes the commitement involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). These programs in total represent over ten days of education and multiple assessments and fortified by your years of experience as a fiduciary/trustee.

Who Should Attend

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

Speakers will be announced soon.

MTMS Program Dates and Locations

Halifax Marriott Harbourfront Hotel

 July 26-27, 2019
Halifax, Nova Scotia

Session A

 

Hilton San Francisco Union Square

 November 23-24, 2019
San Francisco, California

Session A | Session B

Prerequisites

Before enrolling in MTMS, you must:

  • Complete the FTMS Certificate of Achievement or pass the ATMS Qualifying Test
  • Complete the ATMS Certificate of Achievement (earned by completing the classroom work and passing the accompanying tests for Sessions A and B.)


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Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org/compliance for more information.

Registration Information

Registration Information
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