Foundations of Trust Management Standards (FTMS®)

FTMS Topics

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

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

Earning Your FTMS Certificate of Achievement Online

The online program gives enrollees instant access and 60-days from the time of enrollment, to complete viewing the three online modules and to successfully pass four ten-question exams to earn their online FTMS certificate of achievement.

Online Program Features

• Immediate access
• Three modules, which include lessons with short video lectures

• Downloadable instructor's slides to follow along
• Downloadable supporting related reading materials
• Test-Your-Knowledge (TYK) sample test questions to validate learning
• Instructor response videos to TYK  sample test questions
• Four ten-question final exams with two attempts to pass each at 70% or better
• Certificate of Achievement after full completion of the program

Session Details

Session Details

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.