Foundations of Trust Management Standards (FTMS®)



Trustees play an important and significant role in addressing the health and retirement needs of plan members and therefore need to be confident and competent in that role. In a continuous effort to fulfill our mission, the International Foundation has transformed the Foundations for Trustees program to offer a more strategic, coherent and integrated assessment-based educational path for trustees.

Validate Your 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

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

Benefits of Attending

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.




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.

FTMS Program Dates and Locations

Halifax Marriott
Harbourfront Hotel

July 25-27, 2019
Halifax, Nova Scotia

Parc 55 San Francisco,

 A Hilton Hotel

November 22-24, 2019
San Francisco, California

View Program Information

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit.
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More Information

For more information on this program, contact Brad Bauter at (262) 373-7727 or email

Registration Information

Registration Information
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