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Advanced Trust Management Standards (ATMS™)

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ATMS focuses on the application and analysis of the four key knowledge areas of effective trust management, adding breadth and depth to what is learned in FTMS and deepening the pension and health and welfare application. Course materials consist of all on-site presentation materials, supplementary readings and additional information for future reference.

Earning Your ATMS Certificate of Achievement

To earn the ATMS Certificate of Achievement, you must complete four days of classroom attendance and accompanying online test(s).

Session A and Session B

ATMS is divided into two parts, Session A and Session B, and is sequential; successful completion of Session A is a prerequisite for Session B.  Each Session is two full days.  The program will not be offered as a standalone, four-day program.

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

Why You Should Attend

Trustees play an important role in addressing the health and retirement needs of plan members and need to be confident and competent in that role. ATMS helps trustees build upon their past education and practical experience by focusing on applying the knowledge gained to future decisions through engaging instruction and interactive case studies.

Who Should Attend

ATMS is the next step for those who have earned an FTMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any type of trust as well as benefit office staff (see prerequisites section for more information). ATMS is applicable for trustees of both pension and health and welfare trust funds.

ATMS Program Dates and Locations


   Halifax Marriot Harbourfront Hotel

July 26-27, 2019
Halifax, Nova Scotia

   Session A | Session B


Fairmont Chateau Whistler

September 14-15, 2019
Whistler, British Columbia

Session A | Session B


Hilton San Francisco Union Square

 November 23-24, 2019
San Francisco, California

Session A | Session B



The objective of the test is to validate that trustees have an understanding of key knowledge required for the effective management of trusts and the ability to find the answers they need and can apply that information to a variety of scenarios.

What to Expect

The number of tests you take depends on which format you choose. The Full Program requires one 60-question test. Sessions A and B each have one 30-question test.

The test(s) are online and open-book. They will be available within a specified window of time after course completion. The test(s) are included in the cost of your ATMS course registration.

A score of 70% or better is required to pass each test. Should you not pass a test, you will have an opportunity to retake it. One retake is included with your registration. If you do not pass on the second attempt, you can register for an additional retake at a reduced fee.

Successful completion of the test(s) is required to earn an ATMS Certificate of Achievement.


All test scores are confidential. The International Foundation will not notify your fund of your score; however, your board may have an educational policy that requires you to provide this type of information.

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Continuing Education

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

Registration Information

Registration Information
  Member Nonmember