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July 27-30, 2020
Educate right where you are!
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Ask a benefits expert, access instant resources or ask an industry peer.
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 email@example.com
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 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.
Session Details and Handouts
Great forum to network with
peers, and the educators are
David Owen Ralph Account ManagerThe PBAS Group
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.
Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our
instructor page for more information.
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.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
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