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Advanced Trust Management Standards (ATMS™)

Home / Certificate Programs / November 2025 | San Diego
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November 21-22, 2025 | San Diego, California

(held prior to the 58th Annual Canadian Employee Benefits Courses)

Session A

Session B

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.