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January 20-22, 2020 Rancho Mirage, California
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Foundations of Trust Management Standards (FTMS) is the first step, focused on the needs of new Canadian trustees. FTMS is for those who must learn and understand basic principles of effective trust fund management.
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.
The International Foundation recognizes that new trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of where to find resources in order to make informed decisions. The assessment component offers trustees an opportunity to validate their learning. The introduction offered by FTMS is the first step in a larger strategy to provide a cohesive, integrated educational path for trustees at all levels.
FTMS is an excellent starting point in educating yourself as a trustee. The whole program was excellent!
Carey Simpson
Millwrights Local 2736
Foundations of Trust Management Standards (FTMS) is a 2½-day assessment-based certificate program that will address the basics of effective trust management through four key knowledge areas.
Legal
Administration
Governance
Funding / Investment / Finance
Those who attend the full 2½ days of classroom instruction and successfully complete the optional test will earn the FTMS Certificate of Achievement.
Speakers will be announced soon.
July 25-27, 2019Halifax, Nova Scotia
View Program Information
November 22-24, 2019San Francisco, California
In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the first step in trustee education path.
Educational sessions at this program can qualify for CEBS Compliance credit.Visit www.cebs.org/compliance for more information.
For more information on this program, contact Brad Bauter at (262) 373-7727 or email bradb@ifebp.org.