Advanced Trust Management Standards (ATMS™)

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Program Details
Prerequisites
FAQs | ATMS
June | Calgary
August | Vancouver
November | San Antonio

November 22-23, 2024 | San Antonio, Texas

(held prior to the 57th Annual Canadian Employee Benefits Conference)

Which Course Should I Take?

ATMS is divided into two parts, Session A and Session B, and is sequential; successful completion of Session A is a prerequisite for Session B. Each Session is two full days The program will not be offered as a standalone, four-day program.

New to ATMS? Attend Session A where we will delve into legal and administrative subjects, explore practical applications, and analyze real-life case studies on pensions and health and welfare plans.

Already attended Session A? Join us for Session B to learn about plan funding, investment and finance issues while continuing to dive into detailed case studies on pension and health and welfare plans.