Education Path for Canadian Trustees

FTMS®, ATMS™ and MTMS—A Path for Trustee Education

Integrated, assessment-based education—Foundations of Trust Management Standards (FTMS), Advanced Trust Management Standards (ATMS) and Master of Trust Management Standards (MTMS)—offers trustees/fiduciaries a clear, cohesive training path with the opportunity to validate learning through tests as they progress.

Together, FTMS, ATMS and MTMS provide the ideal blend of knowledge, skills and experience needed for effective management of trusts. To get the most value out of this education, it is recommended that attendees leave ample time between each step on the path to practice and apply their classroom learning at their board meetings. We understand that everyone learns at a different pace. The recommended educational path below is a best practice based on the feedback we have received from attendees and instructors.

The Training Path


Foundations of Trust Management Standards

Up to two years trustee/fiduciary experience

FTMS focuses on baseline knowledge and understanding of the four key knowledge areas—ensuring that participants comprehend the foundational information necessary to fulfill their responsibilities as trustees.
Learn more about FTMS

Advanced Trust Management Standards

Two to four years trustee/fiduciary experience

ATMS focuses on the application and analysis of the four key knowledge areas—adding breadth and depth to what is learned in FTMS and deepening the pension and health and welfare applications.
Learn more about ATMS

Masters of Trust Management Standards

More than four years trustee/fiduciary experience

MTMS focuses on evaluation and creation of new points of view in the fields of leadership, governance, oversight, strategy and risk management—preparing longer term trustees to contribute in a leadership capacity to the effective management of their plans and trusts.
Learn more about MTMS

Learn more about the Canadian Trustee Education Path

Who Should Attend

FTMS, ATMS and MTMS are for multi-employer, public sector and corporate plan trustees/fiduciaries, as well as benefit office staff who serve defined benefit (DB) plans, defined contribution (DC) plans, target benefit plans (TBP), health and welfare plans, and employee life and health trusts (ELHT). While each participant may not represent all five types of funds, there is value and relevance to understanding the fundamentals of each type of plan and how they relate to each other. These programs are applicate for trustees/fiduciaries of both pension and health and welfare plans and trusts.

Continuing Education

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