Master of Trust Management Standards (MTMS) - Session A

Wednesday, July 26 - Thursday, July 27, 2023
Delta St. John's Hotel and Conference Centre, St. John's, Newfoundland Images/2019/master-of-trust-management-standards-mtms.jpg


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.

Earning Your MTMS Certificate of Achievement

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

Session A and Session B

  • Prework including a passing score on open-book, untimed, preprogram tests (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 posttests are open-book and include multiple-choice questions on the prereadings/prework, on-site slides, exercises, materials and postreadings.


Course materials consist of preprogram reading; a video; pretest; on-site presentation materials; and supplementary readings, sample documents and additional information for future reference. Both Session A and Session B include a capstone mock board meeting.

"There is a tendency to think of leadership in terms of hierarchy, with the board chair playing the strongest leadership role. It is certainly true that an effective board chair contributes enormously to the board's productivity. However, every board member has a leadership role to play. Fundamentally, leadership entails speaking up when you have a concern and contributing what you can to make the organization successful."

Excerpted from "Developing Leadership on Boards of Directors" Barbara S. Miller and Jeanne Bergman JOURNAL for Nonprofit Management, 2008

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 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.

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 will be announced soon.

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

COVID-19 Safety Protocols 

We are committed to providing a safe educational experience, following all provincial and local health measures and guidelines, as well as those in place at the program venue. View Health Canada for current guidance

View International Foundation COVID-19 protocols  

View our registration policies.

Registration Information

Registration Information
  Member Nonmember

Through 6/12/2023 C $1,990.00 C $2,210.00
After 6/12/2023 C $2,290.00 C $2,510.00


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