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July 27-30, 2020
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Due to the Coronavirus (COVID-19) this program is being canceled. If you have immediate concerns, please reach out to us directly at (888)334-3327, option 2 or email at firstname.lastname@example.org
Advanced Trust Management Standards (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.
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 ATMS Certificate of Achievement, you must complete four days of classroom attendance and the accompanying online test(s). This includes separate attendance at both Session A and Session B.
Session B of the ATMS program is the second half of earning your ATMS Certificate of Achievement. Successful completion of Session A and the accompanying test, is a prerequisite for Session B.
Governance is a key knowledge area for effective management of trusts. While a separate session is not devoted to the topic, governance considerations will be discussed throughout the ATMS course.
Session Details and Handouts
Great forum to network with peers, and the educators are very experienced.
David Owen Ralph Account ManagerThe PBAS Group
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.
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 trust type 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.
Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our
instructor page for more information.
Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.
Two days of instruction with a case study on day 2. Daily schedule: 8:00 a.m. – 4:30 p.m.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
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