Advanced Trust Management Standards (ATMS™) - Session B Images/2019/advanced-trust-management-standards-atms.jpg


Advanced Trust Management Standards (ATMS) focuses on the application and analysis of the four key knowledge areas of effective trust management, adding breadth and depth to what is learned in FTMS and deepening the pension and health and welfare application.

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.

Earning Your ATMS Certificate of Achievement

To earn the ATMS Certificate of Achievement, you must complete four days of classroom attendance and the accompanying online test(s). This includes separate attendance at both Session A and Session B. 

ATMS Session B Topics

Session B of the ATMS program is the second half of earning your ATMS Certificate of Achievement. Successful completion of Session A and the accompanying test, is a prerequisite for Session B.

Funding / Investment / Finance

  • Explain the significance of the interrelationships among benefit design, funding and investment policy decision making on effective management of all types of trusts/plans.
  • Define risks for plans and members in funding and investing policy development.
  • Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance.
  • Identify key sources of financial information that support decision making.
  • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.


Governance is a key knowledge area for effective management of trusts. While a separate session is not devoted to the topic, governance considerations will be discussed throughout the ATMS curriculum.

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account ManagerThe PBAS Group

Benefits of Attending

Trustees play an important role in addressing the health and retirement needs of plan members and need to be confident and competent in that role. ATMS helps trustees build upon their past education and practical experience by focusing on applying the knowledge gained to future decisions through engaging instruction and interactive case studies.

Who Should Attend

ATMS is the next step for those who have earned an FTMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any trust type as well as benefit office staff (see prerequisites section for more information). ATMS is applicable for trustees of both pension and health and welfare trust funds.


  • Robert G. Gill Vice President, Portfolio Manager Lincluden Investment Management
  • Gary A. Goddard, FCIA, FSA Pension Officer Public Service Alliance of Canada
  • Avinash D. Maniram, M.Sc. Partner PBI Actuarial Consultants Ltd.


Attend sessions by various speakers who specialize in trust funds and the role of trustees. Visit our instructor page for more information. 

​Additional Information

Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.


Before enrolling in ATMS Session B, you must successfully complete Session A and its accompanying test.

NOTE: Please see the Session A course description for further information on prerequisites for that course.

Course Structure

Two days of instruction with a case study on day 2.
Daily schedule: 8:00 a.m. – 4:30 p.m.


  • Session B includes a 30-question test.
  • The test is online and open-book. It will be available within a specified window of time after the course completion.
  • A score of 70% or better is required to complete the ATMS Certificate of Achievement.

Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFEBP

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember