Foundations of Trust Management Standards (FTMS®)



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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 edreg@ifebp.org

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.

FTMS Topics

FTMS focuses on baseline knowledge and understanding of the four key knowledge areas listed below, ensuring that particpants comprehend the foundational information necessary to fulfill their responsibilties as trustees.

  • Legal
  • Administration
  • Governance
  • Funding/Investment/Finance

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account ManagerThe PBAS Group

Benefits of Attending

  • Understand health and retirement needs of plan members.
  • Gain knowledge in trust operations, including health and welfare plan structure.
  • Learn about the increasing general concerns of regulators regarding the significance of health and welfare and pension trust management.

Who Should Attend

Newly appointed/elected multi-employer, public sector and corporate plan trustees, benefit office staff and individuals returning to trustee service after an extended absence. Also, potential trustees (as part of your succession planning), providers of service to trust fund plans and trustees of both pension and health and welfare trust funds.

Speakers

  • Timothy J. Adams, CEBS, M.B.A. Vice President, Client Services BPA Consulting Group Ltd.
  • Domenic Barbiero, FCIA, FSA Principal and Consulting Actuary Eckler Ltd.
  • Nathan C. Bryce, CAIA, CFA Vice President and Director TD Asset Management Inc.
  • Michael C.P. McCreary, LL.B. Senior Partner Watson Jacobs McCreary LLP
  • Cameron J. McNeill, FCIA Senior Vice President and Canadian Business Leader The Segal Company Ltd.

​Instructors

Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our instructor page for more information. 

FTMS Test

FTMS is the first International Foundation program in Canada to offer trustees an opportunity to validate their learning. While the test is optional for FTMS, it is required if you intend to enroll in the Advanced Trust Management Standards (ATMS) program. The test is included in the cost of your FTMS course registration. The test will be an online, open-book test with 40 questions. It will be available within a specified window of time after course completion. Watch for details.

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

Registration Information

Register early and save!

Registration Information
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