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April 19-21, 2021
February 23-24, 2021
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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.
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.
Great forum to network with peers, and the educators are very experienced.
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.
Speakers will be announced soon.
Attend sessions by various instructors who specialize in trust funds and the role of trustees. Visit our instructor page for more information.
Stay tuned for more info!
sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for
Our mission is to create the best learning environment for you, and that means a safe learning environment, following the latest health guidelines. While we cannot gather now, we are hopeful that we can in the future. If, as the event draws near, we determine that we are unable to meet in person, we will let you know of educational alternatives.
All conferences have a no-penalty transfer policy. See www.ifebp.org/policies.
Register early and save!